Overview

Growth of $10,000

Since Fund inception ended 06/30/2016

  • Class A at NAV

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
07/31/2016
Fund at NAV 6.08 7.19 4.00 2.12 12.81 12.84 11.04
Fund w/Max Sales Charge 0.00 1.05 -1.97 -3.76 10.60 11.50 9.83
Russell 1000 Growth Index1 4.72 6.33 6.15 4.35 12.85 13.60 12.76
06/30/2016
Fund at NAV -1.59 1.51 -1.97 -1.28 13.59 10.72 9.99
Fund w/Max Sales Charge -7.26 -4.33 -7.59 -6.98 11.37 9.42 8.78
Russell 1000 Growth Index1 -0.39 0.61 1.36 3.02 13.06 12.33 12.00
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: 5.75%.

Fund Factsas of Jul 31, 2016

Class A Inception 03/07/2011
Investment Objective Long-term capital growth
Total Net Assets $179.6M
Minimum Investment $1000
Expense Ratio (Gross)2 1.20%
Expense Ratio (Net)2,3 1.05%
CUSIP 277902565

Top 10 Holdings (%)4,5as of Jun 30, 2016

Alphabet Inc - CL C
Amazon.com Inc
Facebook Inc
Time Warner Inc
Visa Inc
Newell Brands Inc
Apple Inc
Johnson & Johnson
Lowe's Cos Inc
Bristol-Myers Squibb Co
Total 40.96

Portfolio Management

Lewis R. Piantedosi Managed Fund since inception
Yana S. Barton, CFA Managed Fund since inception

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund performance is sensitive to stock market volatility. 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. 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

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
07/31/2016
Fund at NAV 6.08 7.19 4.00 2.12 12.81 12.84 11.04
Fund w/Max Sales Charge 0.00 1.05 -1.97 -3.76 10.60 11.50 9.83
Russell 1000 Growth Index1 4.72 6.33 6.15 4.35 12.85 13.60 12.76
Morningstar™ Large Growth Category6 5.00 5.78 2.93 -0.40 10.31 11.37
06/30/2016
Fund at NAV -1.59 1.51 -1.97 -1.28 13.59 10.72 9.99
Fund w/Max Sales Charge -7.26 -4.33 -7.59 -6.98 11.37 9.42 8.78
Russell 1000 Growth Index1 -0.39 0.61 1.36 3.02 13.06 12.33 12.00
Morningstar™ Large Growth Category6 -1.47 0.54 -1.93 -2.33 10.58 9.98
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: 5.75%.

Calendar Year Returns (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 18.78 33.27 14.20 6.44
Russell 1000 Growth Index1 9.07 11.81 -38.44 37.21 16.71 2.64 15.26 33.48 13.05 5.67

Fund Facts

Expense Ratio (Gross)2 1.20%
Expense Ratio (Net)2,3 1.05%
Class A Inception 03/07/2011
Distribution Frequency Annually

Risk Measures (3 Year)7as of Jul 31, 2016

Beta 1.05
Information Ratio -0.01
R-Squared (%) 91.44
Standard Deviation (%) 12.82
Sharpe Ratio 0.99

Morningstar™ Ratingsas of Jul 31, 2016

Time Period Rating Rating (Load Waived) Funds in
Large Growth
Category
Overall *** **** 1482
3 Years *** **** 1482
5 Years *** **** 1287
Based on Risk-Adjusted Returns.

The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics.

© 2016 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers is responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on how a fund ranks on a Morningstar Risk-Adjusted Return measure against other funds in the same category. This measure takes into account variations in a fund's monthly performance after adjusting for sales loads (except for load-waived A shares) redemption fees, and the risk-free rate, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. Load-waived A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan). Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load. The Morningstar Rating may differ among share classes of a mutual fund as a result of different sales loads and/or expense structure.

NAV History

Date NAV NAV Change
Aug 25, 2016 $16.45 -$0.02
Aug 24, 2016 $16.47 -$0.16
Aug 23, 2016 $16.63 $0.08
Aug 22, 2016 $16.55 $0.01
Aug 19, 2016 $16.54 $0.01
Aug 18, 2016 $16.53 $0.02
Aug 17, 2016 $16.51 -$0.02
Aug 16, 2016 $16.53 -$0.08
Aug 15, 2016 $16.61 $0.05
Aug 12, 2016 $16.56 -$0.02
View All

Distribution History8

Ex-Date Distribution Reinvest NAV
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 History8

Ex-Date Short-Term Long-Term Reinvest NAV
May 21, 2015 $0.19860 $16.01
Dec 11, 2014 $0.12140 $0.23510 $14.83
Sep 09, 2014 $0.17670 $14.89
Dec 12, 2013 $0.10420 $0.20050 $13.10
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.

About Risk 

Fund performance is sensitive to stock market volatility. 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. 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 (%)5,9as of Jun 30, 2016

U.S. Common Stocks 93.79
Foreign Common Stocks 4.01
Cash 2.19
Total 100.00

Portfolio Statisticsas of Jun 30, 2016

Average Market Cap $151.1B
Price/Earnings Ratio 20.54
Number of Holdings 39
Price/Book Ratio 4.28

GICS Sector Breakdown (%)5as of Jun 30, 2016

Sector Fund Russell 1000 Growth Index1
Consumer Discretionary 18.76 20.92
Consumer Staples 12.13 10.61
Energy 1.21 0.58
Financials 1.33 5.74
Health Care 20.56 17.28
Industrials 9.15 10.61
Information Technology 32.55 29.26
Materials 2.11 3.61
Telecom Services 0.00 1.33
Utilities 0.00 0.07
Cash 2.19 0.00

Assets by Country (%)5as of Jun 30, 2016

United States 93.79
Netherlands 2.28
Singapore 1.74
Cash & Other Assets 2.19
Total 100.00

Fund Holdings (%)5,10as of Jun 30, 2016

Holding % of Net Assets
Alphabet Inc - CL C 6.90%
Amazon.com Inc 5.90%
Facebook Inc 5.66%
Time Warner Inc 3.39%
Visa Inc 3.33%
Newell Brands Inc 3.26%
Apple Inc 3.23%
Johnson & Johnson 3.23%
Lowe's Cos Inc 3.22%
Bristol-Myers Squibb Co 2.84%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund performance is sensitive to stock market volatility. 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. 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 Jun 30, 2016

Turmoil following Britain's vote to exit the European Union left major global equity markets with mixed results for the second quarter of 2016.

The outcome of the June 23 "Brexit" vote sent stocks into a two-day tailspin. However, the market's subsequent rebound regained much of the lost ground, leaving some indexes in the black for the three-month period. The British referendum capped a quarter marked by rising stock market volatility, as a range of economic and geopolitical factors had investors on edge. By quarter-end, the yield on the 10-year U.S. Treasury had fallen below 1.5% amid many investors' flight to quality assets.

U.S. stocks advanced early in the period on positive economic news, including strong retail sales, job market gains and higher energy prices. The continued slow-but-steady economic growth led to expectations that the U.S. Federal Reserve (Fed) would likely raise interest rates at its June meeting. But, after a disappointing May jobs report, the Fed left rates unchanged amid new doubts about the health of the economy. U.S. stocks mounted a brief recovery in the days following the Fed announcement, only to fall sharply in the wake of the Brexit vote.

For the full three-month period, the Dow Jones Industrial Average11 recorded a 2.07% gain, while the broader S&P 500 Index12 advanced 2.46%. The technology-laden NASDAQ Composite Index13 fell 0.56%. In general, small-cap U.S. stocks outperformed their large-cap counterparts during the quarter.

Globally, Brexit loomed over equity markets in the months leading up to the June 23 vote and continued to dominate investor concerns in the aftermath of the referendum. European stocks, which rose early in the period, suffered heavier post-Brexit losses than U.S. shares, fueling a 1.46% decline in the MSCI EAFE Index14 of developed-market international equities. By contrast, China's post-Brexit stock market losses were relatively moderate.

Performance Summary 

Eaton Vance Focused Growth Opportunities Fund (the Fund) outperformed its benchmark, the Russell 1000 Growth Index1 (the Index), for the quarter ended June 30, 2016, returning 1.63% for Class I shares at net asset value versus the Index's 0.61% return.

  • The Fund outperformed the Index largely due to positive stock selection in the consumer discretionary and industrials sectors. Overall, sector allocation modestly detracted from relative Fund performance versus the Index.
  • The top-performing economic sectors in the Index were energy, telecommunication services, and utilities, while the weakest-performing Index sectors were information technology and consumer discretionary.
  • Among U.S. large-cap equities, value stocks significantly outperformed growth stocks during the quarter, with the Russell 1000 Value Index15 posting a 4.58% return as the value-oriented energy and utilities sectors provided market leadership.

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
Fund at NAV -1.59 1.51 -1.97 -1.28 13.59 10.72 9.99
Fund w/Max Sales Charge -7.26 -4.33 -7.59 -6.98 11.37 9.42 8.78
Russell 1000 Growth Index1 -0.39 0.61 1.36 3.02 13.06 12.33 12.00
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: 5.75%.

Fund Factsas of Jun 30, 2016

Class A Inception 03/07/2011
Expense Ratio (Gross)2 1.20%
Expense Ratio (Net)2,3 1.05%

Contributors 

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

  • Stock selection in the consumer discretionary sector drove Fund outperformance during the period. A top-10 position in Amazon.com boosted results as the stock rallied 21% after reporting excellent earnings and sales growth. Elsewhere in the sector, strong earnings reports from Lowe's Companies Inc. and Newell Brands Inc. generated outperformance for the Fund.
  • The Fund's small investment in the energy sector delivered notable performance during the quarter. Devon Energy, an independent oil and natural gas exploration and production company and relatively recent purchase, surged higher alongside the recovery in oil prices.
  • Two health care holdings were stand out performers during the quarter. Both Johnson & Johnson and Medtronic Inc. are enjoying a favorable environment for medical device companies (growing economy, low unemployment, aging population). Johnson & Johnson also benefited from investor appetite for large, stable, defensive holdings.
  • The Fund's avoidance of the poor-performing airlines industry combined with investments in Tyco International PLC and Raytheon Company generated outperformance in the industrials sector.

Detractors 

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

  • The Fund's overweight position and stock selection in the information technology sector detracted from relative performance comparisons as Palo Alto Networks and Alphabet Inc. each traded off on disappointing financial results. Palo Alto Networks fell sharply after the company reported lower-than-expected appliance revenue and issued conservative guidance, while top-10 holding Alphabet slouched on slightly lower-than-expected revenue and earnings.
  • In consumer staples, Sprouts Farmers Markets, Inc. accounted for the weakness, sliding after reporting lighter-than-expected first quarter sales. Also in the sector, Blue Buffalo Pet Products declined after rising sharply during the first quarter.
  • In the financials sector, avoidance of the REITs industry, combined with an investment in Charles Schwab Corp. detracted from relative performance. Despite performing relatively well earlier in the quarter, Charles Schwab sold off sharply following the surprise Brexit vote.

Investment Outlook And Fund Positioning 

While U.S. economic growth remains sluggish, many investors view the U.S. economy as relatively well-positioned to weather the potential storm due to its large size and relatively small trade exposure to Britain. In addition, the market turmoil following the Brexit vote appears to have reduced the likelihood that the Federal Reserve will raise interest rates in 2016. With lackluster economic growth in the U.S. and globally, the sales and earnings growth outlook for U.S. companies is challenging. Given the strong dollar, and the headwinds it presents for U.S. exporters, we think it makes sense to focus on domestically-oriented U.S. companies.

As organic growth becomes scarcer, we are focused on identifying companies and industries presenting long-term secular growth. These open-ended growth opportunities can attract further investment and deliver strong capital appreciation for investors. The Brexit-related economic slowdown, and related impact on sentiment, could be the catalyst to bring on a growth-led market following the success of cyclical value thus far in 2016.

A low-growth, low-return environment requires selectivity and offers opportunity for active management. We think it is prudent to take less risk in this environment, and we maintain our intense focus on risk management.

The Fund's sector positioning remained relatively stable during the quarter. We modestly boosted the allocation to health care, while reducing the weightings in financials and consumer discretionary. In health care, following significant underperformance by the biotechnology industry, we took our underweight in the industry to a modest overweight with the initiation of a position in Biogen Inc. In consumer discretionary, we significantly reduced the position in Priceline Group Inc. The company's business is highly exposed to the European economy through the Booking.com site, and the impact of Brexit on the Europe clouded our outlook for the company. In financials, we trimmed the investment in Charles Schwab in mid-June as the stock had performed very well and we looked to reduce risk in the portfolio. Given the effect of negative investor sentiment on the company's business, we further cut the investment following the Brexit news.

As always, our investment process remains focused on identifying the most promising growth companies that appear to be trading at attractive valuations, while maintaining our disciplined risk parameters.

Top 10 Holdings (%)4,5as of Jun 30, 2016

Alphabet Inc - CL C 6.90
Amazon.com Inc 5.90
Facebook Inc 5.66
Time Warner Inc 3.39
Visa Inc 3.33
Newell Brands Inc 3.26
Apple Inc 3.23
Johnson & Johnson 3.23
Lowe's Cos Inc 3.22
Bristol-Myers Squibb Co 2.84
Total 40.96

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.

About Risk 

Fund performance is sensitive to stock market volatility. 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. 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

Sector Attributionas of Jun 30, 2016

Fund Russell 1000 Growth Index1 Attribution
Sectors Average Weight Total Return Contrib. to Return Average Weight Total Return Contrib. to Return Allocation Effect Selection Effect Total Effect
3 Month Attribution
Consumer Discretionary 20.02 6.62 1.24 21.13 -0.21 -0.05 -0.01 1.34 1.32
Consumer Staples 12.00 0.30 0.05 11.64 3.78 0.39 -0.01 -0.40 -0.41
Energy 1.69 32.33 0.50 0.57 20.20 0.10 0.22 0.19 0.41
Financials 3.09 -9.44 -0.20 5.72 4.14 0.24 -0.12 -0.26 -0.38
Health Care 18.06 4.23 0.74 16.21 3.97 0.66 0.03 0.05 0.08
Industrials 10.06 7.08 0.70 10.93 0.56 0.04 0.01 0.65 0.66
Information Technology 32.27 -4.06 -1.35 27.87 -3.52 -0.94 -0.20 -0.19 -0.38
Materials 1.17 -1.87 -0.04 3.62 2.53 0.08 -0.10 0.00 -0.10
Telecom Services 0.00 0.00 0.00 2.25 5.55 0.10 -0.11 0.00 -0.11
Utilities 0.00 0.00 0.00 0.05 4.70 0.00 0.00 0.00 0.00
Cash 1.65 0.06 0.00 0.00 0.00 0.00 -0.05 0.00 -0.05
Total 100.00 1.65 1.65 100.00 0.62 0.62 -0.35 1.38 1.03
1 Year Attribution
Consumer Discretionary 21.00 12.93 2.61 21.20 4.82 1.08 0.05 1.49 1.54
Consumer Staples 10.05 17.32 1.94 11.35 20.16 2.16 -0.19 -0.07 -0.25
Energy 0.64 67.68 0.99 0.63 -33.91 -0.31 0.67 0.49 1.16
Financials 4.66 -32.15 -1.86 5.55 8.01 0.40 -0.10 -1.79 -1.89
Health Care 19.27 -14.08 -3.34 16.84 -9.00 -1.92 -0.39 -1.12 -1.51
Industrials 8.78 -0.31 0.76 10.89 3.67 0.45 0.08 -0.10 -0.03
Information Technology 32.21 -4.19 -1.50 27.77 2.40 0.78 -0.02 -2.29 -2.32
Materials 0.66 -12.31 -0.25 3.57 -3.00 -0.12 0.06 -0.02 0.04
Telecom Services 0.00 0.00 0.00 2.14 24.74 0.50 -0.43 0.00 -0.43
Utilities 0.00 0.00 0.00 0.05 22.41 0.01 0.00 0.00 0.00
Cash 2.73 0.17 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Total 100.00 -0.65 -0.65 100.00 3.03 3.03 -0.27 -3.41 -3.67

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.

Additional Notes 

Source: Factset.

Attribution analysis shows the contribution of indicated factor exposures to a portfolio's relative total return versus a designated benchmark. Results are based on each day's ending holdings, and linked to generate attribution over longer periods. Portfolio returns do not reflect applicable expenses and trading costs, or variations in transaction prices from end of day values.

Allocation Effect 

Measures portfolio's excess return due to over or under-weighting a sector.

Selection Effect 

Measures portfolio's excess return from selecting individual stocks within each sector.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund performance is sensitive to stock market volatility. 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. 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
Lewis R. Piantedosi

Lewis R. Piantedosi

Vice President, Eaton Vance Management
Joined Eaton Vance 1999

Lewis Piantedosi is a vice president of Eaton Vance Management, portfolio manager and team leader of Eaton Vance’s growth team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s growth equity strategies. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 1993.

Lew began his career in the investment management industry with Eaton Vance, where he worked for three years. He then served as partner, portfolio manager and equity analyst with Freedom Capital Management for another three years before rejoining Eaton Vance in 1999.

Lew earned a B.A. from Framingham State College and an MBA from Bentley University.

Education
  • B.A. Framingham State College
  • M.B.A McCallum Graduate School of Business, Bentley College
Experience
  • Managed Fund since inception
Biography
Yana S. Barton, CFA

Yana S. Barton, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 1997

Yana Barton is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s growth team. She is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s growth equity strategies. She is a member of the firm’s Equity Strategy Committee. She began her career in the investment management industry with Eaton Vance in 1997.

Yana earned a B.S. from the University of Florida. She is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.S.B.A., The University of Florida
Experience
  • Managed Fund since inception

Literature

Literature

Fact Sheet

Commentary

Attribution

Annual Report

Full Prospectus

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

Invest in tomorrow today

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Semi-Annual Report

Summary Prospectus

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