Overview

Generate total return employing an opportunistic approach to global fixed income with a value-oriented discipline.

Historic Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
04/30/2016
Fund at NAV 5.50 15.21 10.09 -10.12 -0.03 1.25
Fund w/Max Sales Charge 0.52 9.70 4.83 -14.42 -1.64 -0.26
Barclays U.S. Government/Credit Bond Index1 0.48 2.52 3.96 2.78 2.17 3.86 2.59
03/31/2016
Fund at NAV 8.83 4.35 4.35 -13.27 -0.76 -0.41
Fund w/Max Sales Charge 3.63 -0.64 -0.64 -17.40 -2.35 -1.94
Barclays U.S. Government/Credit Bond Index1 1.17 3.47 3.47 1.75 2.42 4.04 2.50
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. Max Sales Charge: 4.75%.

Fund Factsas of Apr 30, 2016

Class A Inception 01/31/2013
Investment Objective Total return
Total Net Assets $682.2M
Minimum Investment $1000
Expense Ratio2 0.95%
CUSIP 277905246

Top 10 Issuers (%)3as of Apr 30, 2016

Canada Housing Trust
Canadian Government
JPMorgan Chase & Co.
Southern Copper Corp.
Ensco International Inc.
Freeport-McMoRan C&G
Continental Resources Inc.
Jefferies Group Inc.
KB Home
Rowan Companies Inc.
Total 25.46

Portfolio Management

Kathleen C. Gaffney, CFA Managed Fund since inception
Henry Peabody, CFA Managed Fund since 2014

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Performance

Historic Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
04/30/2016
Fund at NAV 5.50 15.21 10.09 -10.12 -0.03 1.25
Fund w/Max Sales Charge 0.52 9.70 4.83 -14.42 -1.64 -0.26
Barclays U.S. Government/Credit Bond Index1 0.48 2.52 3.96 2.78 2.17 3.86 2.59
Morningstar™ Multisector Bond Category4 1.72 4.47 3.58 -0.45 1.47 3.75
03/31/2016
Fund at NAV 8.83 4.35 4.35 -13.27 -0.76 -0.41
Fund w/Max Sales Charge 3.63 -0.64 -0.64 -17.40 -2.35 -1.94
Barclays U.S. Government/Credit Bond Index1 1.17 3.47 3.47 1.75 2.42 4.04 2.50
Morningstar™ Multisector Bond Category4 2.59 1.77 1.77 -1.73 1.38 3.69
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. Max Sales Charge: 4.75%.

Calendar Year Returns (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 4.69 -17.24
Barclays U.S. Government/Credit Bond Index1 3.78 7.23 5.70 4.52 6.59 8.74 4.82 -2.35 6.01 0.15

Fund Facts

Expense Ratio2 0.95%
Class A Inception 01/31/2013
Distribution Frequency Monthly

Yield Information5as of Apr 30, 2016

Distribution Rate at NAV 2.37%
SEC 30-day Yield 6.16%

NAV History

Date NAV NAV Change
May 27, 2016 $9.05 -$0.05
May 26, 2016 $9.10 $0.02
May 25, 2016 $9.08 $0.04
May 24, 2016 $9.04 $0.02
May 23, 2016 $9.02 $0.00
May 20, 2016 $9.02 $0.05
May 19, 2016 $8.97 -$0.05
May 18, 2016 $9.02 -$0.07
May 17, 2016 $9.09 $0.00
May 16, 2016 $9.09 $0.03
View All

Distribution History6

Ex-Date Distribution Reinvest NAV
May 27, 2016 $0.01810 $9.05
Apr 28, 2016 $0.01850 $9.33
Mar 30, 2016 $0.02200 $8.85
Feb 26, 2016 $0.01790 $8.18
Jan 28, 2016 $0.01930 $8.09
Dec 30, 2015 $0.05330 $8.56
Nov 27, 2015 $0.01940 $9.15
Oct 29, 2015 $0.01940 $9.35
Sep 29, 2015 $0.02170 $8.92
Aug 28, 2015 $0.01900 $9.58
View All
No records in this table indicates that there has not been a distribution greater than .0001 within the past 3 years.
Fund prospectus

Capital Gain History6

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 30, 2014 $0.00030 $0.00500 $10.74
Dec 30, 2013 $0.02760 $0.00100 $10.56
No records in this table indicates that there has not been a capital gain greater than .0001 within the past 3 years.
Fund prospectus

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is as of month-end for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. For the Eaton Vance Fund's performance as of the most recent month-end, please refer to eatonvance.com. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns shown at NAV unless noted otherwise. Returns for other classes of shares offered by the Fund are different. It is not possible to invest in an index.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Portfolio

Asset Mix (%)3as of Apr 30, 2016

Investment Grade Credit 24.42
Equities 17.51
High Yield Credit 15.45
Non-U.S. Dollar Bonds Developed Countries 14.66
Non-U.S. Dollar Bonds Emerging Markets 11.05
Convertibles 10.88
Cash/Reserves 3.42
Floating-Rate Loans 1.50
Municipals 0.78
Securitized 0.34
Preferreds 0.00
Total 100.00

Portfolio Statisticsas of Apr 30, 2016

Number of Issuers 85
Number of Holdings 98
Effective Duration 6.52 yrs.
Average Coupon 4.99%
Average Maturity 13.71 yrs.
Average Price $85.97

Credit Quality (%)3as of Apr 30, 2016

AAA 14.46
AA 3.47
A 5.93
BBB 25.24
BB 7.17
B 11.97
CCC or Lower 7.00
Not Rated 3.84
Equity 17.51
Cash 3.42
Ratings are based on Moody's, S&P or Fitch, as applicable. If securities are rated differently by the ratings agencies, the higher rating is applied. Ratings, which are subject to change, apply to the creditworthiness of the issuers of the underlying securities and not to the Fund or its shares. Credit ratings measure the quality of a bond based on the issuer's creditworthiness, with ratings ranging from AAA, being the highest, to D, being the lowest based on S&P's measures. Ratings of BBB or higher by S&P or Fitch (Baa or higher by Moody's) are considered to be investment-grade quality. Credit ratings are based largely on the ratings agency's analysis at the time of rating. The rating assigned to any particular security is not necessarily a reflection of the issuer's current financial condition and does not necessarily reflect its assessment of the volatility of a security's market value or of the liquidity of an investment in the security. Holdings designated as "Not Rated" are not rated by the national ratings agencies stated above.

Currency Exposure (%)as of Apr 30, 2016

United States Dollar 73.70
Canadian Dollar 8.77
Australian Dollar 4.34
Mexican Peso 3.95
New Zealand Dollar 2.14
Indonesian Rupiah 2.09
Indian Rupee 2.06
Brazilian Real 1.98
Malaysian Ringgit 0.98
Euro 0.00

Assets by Country (%)as of Apr 30, 2016

United States 60.41
Canada 14.06
Brazil 5.78
Australia 4.20
Mexico 3.95
Colombia 2.51
Peru 1.79
Ecuador 1.41
Germany 1.23
Other 4.67

Maturity Distribution (%)7as of Apr 30, 2016

Less Than 1 Year 0.00
1 To 3 Years 14.81
3 To 5 Years 15.86
5 To 10 Years 25.52
10 To 20 Years 7.56
20 To 30 Years 36.10
More Than 30 Years 0.15
Total 100.00

Fund Holdings3,8as of Mar 31, 2016

Holding Coupon Rate Maturity Date % of Net Assets
EV Cash Reserves Fund 0.12% 03/31/2016 4.96%
Canadian Government Bond 0.75% 03/01/2021 4.04%
Canada Housing Trust No 1 3.80% 06/15/2021 4.04%
Lennar Corp 3.25% 11/15/2021 3.19%
Rowan Cos Inc 5.40% 12/01/2042 3.01%
Chart Industries Inc 2.00% 08/01/2018 2.28%
Australia & New Zealand Banking Group Ltd 3.75% 07/25/2019 2.24%
CalAtlantic Group Inc 1.25% 08/01/2032 2.22%
Jefferies Group LLC 6.50% 01/20/2043 2.10%
America Movil SAB de CV 6.45% 12/05/2022 1.98%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Insights & Analysis

Commentary

A Word On The Markets as of Mar 31, 2016

Volatility in the world's financial markets carried over from 2015 into the first quarter of 2016. Slowing economic growth in emerging markets (particularly China), worries that the U.S. was headed toward recession, and a further decline in oil prices weighed on sentiment. Both investment-grade and high-yield corporate bond spreads widened significantly and the U.S. equity market had one of the worst starts to a year since the Great Depression. But by mid-February, a combination of factors shifted perceptions about the value of riskier assets like equities, igniting a rally that lasted through the end of the quarter.

In China, a series of measures aimed at boosting growth and stemming capital flows helped to quell fears of a global recession. Central bank activity also contributed to the turnaround. The Bank of Japan introduced negative interest rates, while the European Central Bank (ECB) cut its deposit rate further into negative territory, expanded its bond-buying program and launched a series of inexpensive four-year bank loans. In the U.S., the Federal Reserve adopted a more dovish stance and elected not to raise rates a second time in as many meetings.

As the macroeconomic outlook brightened, investor appetite for risk increased, particularly in areas like high-yield bonds and commodity-related assets. Emerging-market assets benefited from a rebound in commodity prices, U.S. dollar weakness and expectations that the dollar wouldn't strengthen any time soon given the Fed's more dovish tone.

For the quarter, the Barclays U.S. Aggregate Index9 rose 3.03% for the period, led by longer-duration sectors like corporates and Treasurys. The S&P 500 Index10 returned 1.35% for the period, rebounding from a 10% decline in the first six weeks of the year. U.S. Treasury yields fell during the quarter, driving gains across the domestic bond market. The high-yield market rebounded from a weak 2015, with the BofA Merrill Lynch U.S. High Yield Index11 returning 3.25% for the period. Commodities also enjoyed a sharp rebound, with the Bloomberg Commodity Index12 returning 0.42% for the quarter.

Performance Summary 

Eaton Vance Bond Fund (the Fund) outperformed its benchmark, the Barclays U.S. Government/Corporate Bond Index (the Index)13, at net asset value (NAV) for the quarter.

  • The Fund's allocation to equities and investment-grade credit contributed the most to performance relative to the Index during the quarter.
  • Exposure to the Brazilian real, Canadian dollar, Malaysian ringgit and Australian dollar also benefited the Fund's performance relative to the Index.
  • Security selection among convertibles and high-yield bonds, as well as cash reserves, detracted from the Fund's performance relative to the Index.

Historic Returns (%)as of Mar 31, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
Fund at NAV 8.83 4.35 4.35 -13.27 -0.76 -0.41
Fund w/Max Sales Charge 3.63 -0.64 -0.64 -17.40 -2.35 -1.94
Barclays U.S. Government/Credit Bond Index1 1.17 3.47 3.47 1.75 2.42 4.04 2.50
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than or equal to one year is cumulative. Max Sales Charge: 4.75%.

Fund Factsas of Mar 31, 2016

Class A Inception 01/31/2013
Expense Ratio2 0.95%

Contributors 

Factors contributing to the Fund's relative performance compared to the Index during the quarter:

  • Common stocks of certain metals & mining and oil & gas companies provided the biggest lift to overall equity performance.
  • Similarly, security selection among investment-grade securities of metals & mining and oil & gas issuers boosted Fund performance relative to the Index.
  • Exposure to the Brazilian real proved beneficial, as the currency strengthened following headlines that President Dilma would face impeachment. The belief is an impeachment may allow the Brazilian government to develop a plan that improves the country's fiscal situation.

Detractors 

Factors detracting from the Fund's relative performance compared to the Index during the quarter:

  • Security selection among high-yield bonds hurt Fund performance relative to the Index. Notably, holdings of two telecom issuers contributed most to the underperformance.
  • Domestic homebuilder convertible bonds also detracted from Fund performance relative to the Index, despite favorable U.S. economic data on the labor and housing markets.

Investment Outlook And Fund Positioning 

With pessimism and fears of a global recession dissipating as the first quarter progressed, we believe that markets have clearly turned more attractive as of the end of the quarter. We certainly saw dispersion in views that reflected extreme positioning. By the end of the period, the market had clearly turned, with a global recession no longer in sight. We believe that market expectations will continue to adjust to brighter growth prospects, which may increase inflation expectations.

If history is a guide, it is likely the capital markets will underestimate the underlying momentum in growth, inflation and ultimately short-term interest rate increases. We anticipate similar steps will follow in other large-block economies such as the European community, China and Japan as data converges to paint a picture that quantitative easing policies are working. We believe this will benefit commodity-related companies while softening the value of the U.S. dollar relative to select currencies.

Increased dispersion and climbing volatility are precisely the conditions in which active management thrives. While feared by many, these are the conditions the Fund's management embraces. We are confident in the Fund's positioning, which we believe would be very difficult to replicate in today's relatively illiquid market. That said, we have maintained flexibility with the Fund if we find opportunities at the right price.

Credit Quality (%)3as of Mar 31, 2016

AAA 13.90
AA 3.51
A 6.55
BBB 24.48
BB 9.87
B 10.36
CCC or Lower 8.21
Not Rated 3.83
Equity 14.30
Cash 4.99
Ratings are based on Moody's, S&P or Fitch, as applicable. If securities are rated differently by the ratings agencies, the higher rating is applied. Ratings, which are subject to change, apply to the creditworthiness of the issuers of the underlying securities and not to the Fund or its shares. Credit ratings measure the quality of a bond based on the issuer's creditworthiness, with ratings ranging from AAA, being the highest, to D, being the lowest based on S&P's measures. Ratings of BBB or higher by S&P or Fitch (Baa or higher by Moody's) are considered to be investment-grade quality. Credit ratings are based largely on the ratings agency's analysis at the time of rating. The rating assigned to any particular security is not necessarily a reflection of the issuer's current financial condition and does not necessarily reflect its assessment of the volatility of a security's market value or of the liquidity of an investment in the security. Holdings designated as "Not Rated" are not rated by the national ratings agencies stated above.

The views expressed in this report are those of portfolio manager(s) and are current only through the date stated at the top of this page. These views are subject to change at any time based upon market or other conditions, and Eaton Vance disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Eaton Vance fund. This commentary may contain statements that are not historical facts, referred to as "forward looking statements". The Fund's actual future results may differ significantly from those stated in any forward-looking statement, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of investment advisory, administrative and service contracts, and other risks discussed from time to time in the Fund's filings with the Securities and Exchange Commission.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.

Attribution

Attribution available in Fund Literature tab.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Management

Biography
Kathleen C. Gaffney, CFA

Kathleen C. Gaffney, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2012

Kathleen Gaffney is a vice president of Eaton Vance Management, co-director of investment-grade fixed income and lead portfolio manager for Eaton Vance’s multisector bond strategies. She is responsible for buy and sell decisions and portfolio construction. She joined Eaton Vance in 2012.

Kathleen began her career in the investment management industry in 1984. Before joining Eaton Vance, Kathleen was a vice president of Loomis, Sayles & Company and portfolio manager for its fixed-income group, managing a variety of mutual funds and institutional strategies.

Kathleen earned a B.A. from the University of Massachusetts, Amherst. She is a CFA charterholder. Her commentary has appeared in The Wall Street Journal, the Financial Times, Institutional Investor, Bloomberg and The New York Times, among other outlets. She has made appearances on Bloomberg TV, Bloomberg Radio and CNBC.

Education
  • B.A. University of Massachusetts, Amherst
Experience
  • Managed Fund since inception
Other funds managed
 
Biography

Henry Peabody, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2013

Henry Peabody is a vice president of Eaton Vance Management and portfolio manager for Eaton Vance’s multisector bond strategies. He is also a credit analyst with Eaton Vance’s investment-grade fixed-income team, supporting core investment-grade, cash management and multisector products. He joined Eaton Vance in 2013.

Henry began his career in the investment management industry in 2001. Before joining Eaton Vance, he was a credit analyst with Merganser Capital Management. He was previously affiliated with Emerson Investment Management.

Henry earned a B.A. from Trinity College and an MBA from the Carroll School of Management at Boston College. He is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.A. Trinity College
  • M.B.A. Boston College
Experience
  • Managed Fund since 2014
 

Literature

Literature

Fact Sheet

Commentary

Attribution

Annual Report

Full Prospectus

Holdings-1st or 3rd fiscal quarters-www.sec.gov

Eaton Vance Launches New Eaton Vance Bond Fund with Lead Manager Kathleen Gaffney, CFA

SAI

Semi-Annual Report

Summary Prospectus

XBRL


 

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