Overview

Growth of $10,000

Since Fund inception ended 09/30/2016

  • Class A at NAV

Historical Returns (%)as of Sep 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
11/30/2016
Fund at NAV 0.80 -0.67 3.30 2.78 8.87 14.50 10.23
Fund w/Max Sales Charge -5.01 -6.38 -2.63 -3.15 6.73 13.16 9.10
Russell 1000 Growth® Index1 2.18 0.14 5.77 4.22 9.12 14.13 11.90
09/30/2016
Fund at NAV 0.67 6.79 4.69 13.78 11.79 16.82 10.82
Fund w/Max Sales Charge -5.12 0.67 -1.31 7.21 9.62 15.44 9.65
Russell 1000 Growth® Index1 0.37 4.58 6.00 13.76 11.82 16.58 12.32
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 Oct 31, 2016

Class A Inception 03/07/2011
Investment Objective Long-term capital growth
Total Net Assets $171.5M
Minimum Investment $1000
Expense Ratio (Gross)2 1.20%
Expense Ratio (Net)2,3 1.05%
CUSIP 277902565

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

Alphabet Inc - CL C
Amazon.com Inc
Facebook Inc
Visa Inc
Time Warner Inc
Apple Inc
Celgene Corp
Lowe's Cos Inc
Pinnacle Foods Inc
Norfolk Southern Corp
Total 42.62

Morningstar™ Ratingsas of Oct 31, 2016

Time Period Rating Rating (Load Waived) Funds in
Large Growth
Category
Overall **** ***** 1439
3 Years *** ***** 1439
5 Years **** ***** 1252
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.

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 Sep 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
10/31/2016
Fund at NAV -2.12 -1.46 2.47 3.59 9.75 14.14 10.23
Fund w/Max Sales Charge -7.76 -7.13 -3.41 -2.36 7.60 12.79 9.08
Russell 1000 Growth® Index1 -2.35 -2.48 3.51 2.28 9.35 13.64 11.66
Morningstar™ Large Growth Category6 -2.46 -1.92 0.94 -0.07 6.99 11.98
09/30/2016
Fund at NAV 0.67 6.79 4.69 13.78 11.79 16.82 10.82
Fund w/Max Sales Charge -5.12 0.67 -1.31 7.21 9.62 15.44 9.65
Russell 1000 Growth® Index1 0.37 4.58 6.00 13.76 11.82 16.58 12.32
Morningstar™ Large Growth Category6 0.64 5.59 3.45 10.46 9.23 14.98
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 Nov 30, 2016

Beta 1.05
Information Ratio -0.07
R-Squared (%) 90.80
Standard Deviation (%) 12.51
Sharpe Ratio 0.70

Morningstar™ Ratingsas of Oct 31, 2016

Time Period Rating Rating (Load Waived) Funds in
Large Growth
Category
Overall **** ***** 1439
3 Years *** ***** 1439
5 Years **** ***** 1252
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
Dec 02, 2016 $16.10 -$0.02
Dec 01, 2016 $16.12 -$0.17
Nov 30, 2016 $16.29 -$0.14
Nov 29, 2016 $16.43 $0.02
Nov 28, 2016 $16.41 -$0.11
Nov 25, 2016 $16.52 $0.03
Nov 23, 2016 $16.49 -$0.02
Nov 22, 2016 $16.51 -$0.07
Nov 21, 2016 $16.58 $0.17
Nov 18, 2016 $16.41 -$0.03

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

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 Sep 30, 2016

U.S. Common Stocks 95.21
Foreign Common Stocks 4.08
Cash 0.71
Total 100.00

Portfolio Statisticsas of Sep 30, 2016

Average Market Cap $169.0B
Price/Earnings Ratio 21.85
Number of Holdings 38
Price/Book Ratio 4.49

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

Sector Fund Russell 1000 Growth® Index1
Consumer Discretionary 23.58 20.62
Consumer Staples 11.91 9.64
Energy 1.44 0.64
Financials 1.62 2.72
Health Care 17.80 16.78
Industrials 6.52 10.39
Information Technology 34.21 31.50
Materials 2.22 3.58
Real Estate 0.00 2.85
Telecom Services 0.00 1.22
Utilities 0.00 0.06
Cash 0.71 0.00

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

United States 95.21
Netherlands 2.20
Singapore 1.89
Cash & Other Assets 0.71
Total 100.00

Fund Holdings (%)5,10as of Oct 31, 2016

Holding % of Net Assets
Alphabet Inc - CL C 7.92%
Amazon.com Inc 6.60%
Facebook Inc 6.57%
Visa Inc 3.76%
Apple Inc 3.39%
Celgene Corp 3.27%
Pinnacle Foods Inc 3.14%
Johnson & Johnson 2.92%
Norfolk Southern Corp 2.87%
Lowe's Cos Inc 2.77%
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 Sep 30, 2016

Global stock markets moved higher in the third quarter of 2016 amid continued low interest rates and diminishing concern about Britain's vote to leave the European Union.

Recovering from their sharp pullback following Britain's "Brexit" vote in late June 2016, stocks advanced for much of the summer. Major U.S. stock indexes reached multiple record highs during August 2016, as an upturn in oil prices also boosted stocks.

In the final month of the period, U.S. equity markets turned choppy, as investors worried about the likelihood of an interest-rate hike by the U.S. Federal Reserve (the Fed). Declining corporate profits and overall U.S. economic health also weighed on markets. Retail sales dipped in August after a slight gain in July. Home sales also fell in August, while durable goods orders were flat.

The Fed's decision at its September meeting to leave rates unchanged sent stocks higher. U.S stocks also got a brief boost late in the period after OPEC nations reached an initial agreement to cut oil production. Stocks along with oil prices reacted with solid gains.

Globally, low interest rates helped drive most stock markets higher during the three-month period. Signs of strength in China's beleaguered economy, including improved business and consumer confidence, also cheered investors.

The prospect of continued low interest rates helped global equity markets deliver solid gains for the three-month period. The Dow Jones Industrial Average11 recorded a 2.78% gain, while the broader S&P 500 Index12 rose 3.85%. The technology-laden NASDAQ Composite Index added 9.69%.13 Globally, the MSCI EAFE Index14 gained 6.43% in the quarter. Small-cap stocks outperformed their large-cap counterparts during the quarter. In terms of investing style, growth stocks topped value stocks in both the large-cap and small-cap categories.

Performance Summary 

Eaton Vance Focused Growth Opportunities Fund (the Fund) outperformed its benchmark, the Russell 1000 Growth Index (the Index)1, for the quarter ended September 30, 2016, returning 6.85% for Class I shares at net asset value versus the Index's 4.58% return.

  • The Fund outperformed the Index largely due to positive stock selection in seven out of eight sectors, most notably consumer discretionary and information technology. Overall, sector allocation also generated relative Fund outperformance versus the Index.
  • The top-performing economic sectors in the Index were information technology and energy while the weakest-performing Index sectors were consumer staples and real estate, both of which declined despite the rising market.
  • Among U.S. large-cap equities, growth stocks outperformed value stocks by more than 1% during the quarter, with the Russell 1000 Value Index15 posting a 3.48% return given its much smaller allocation to the surging information technology sector.

Historical Returns (%)as of Sep 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
Fund at NAV 0.67 6.79 4.69 13.78 11.79 16.82 10.82
Fund w/Max Sales Charge -5.12 0.67 -1.31 7.21 9.62 15.44 9.65
Russell 1000 Growth® Index1 0.37 4.58 6.00 13.76 11.82 16.58 12.32
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 Sep 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 contributed notably to Fund outperformance during the period. A top-10 position in Amazon.com continued to boost results as the stock rose another 17% after reporting better than expected year over year sales growth of 31%. In addition, the Fund's preference for the household durables and media industries over retailers and apparel manufacturers added further value in the sector.
  • The Fund's overweight position and stock selection in the information technology sector also boosted relative performance thanks to an investment in Palo Alto Networks and general strength among Internet holdings including Alphabet Inc. and GoDaddy Inc.
  • Stock selection in the consumer staples sector benefitted the Fund, with the majority of the strength coming from decisions in the food products and beverages industries.
  • The Fund's avoidance of the newly created real estate sector added value as these stocks collectively declined close to 5% for the quarter despite the rising equity market environment.

Detractors 

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

  • Stock selection was negative only in the healthcare sector, where the Fund's overweight and stock selection in pharmaceuticals weighed on performance. Bristol-Myers Squibb was the most significant detractor, falling 27% with the selloff following the failure of its Opdivo drug in a lung cancer study.
  • Other individual detractors in the sector included Johnson & Johnson, Allergan, and Medtronic.
  • From a sector allocation perspective, the Fund's overweight in the declining consumer staples sector hurt relative performance during the quarter.

Investment Outlook And Fund Positioning 

All eyes will be on the Fed in coming months, as investors gauge the likelihood of an interest rate hike at its next meeting in December. In the U.S., the continuing slump in corporate profits has added to investor worries, along with signs that job market gains may be leveling off. Investors who cheered OPEC's move toward oil production curbs will closely monitor progress toward a final agreement in November.

Investors will also be keeping very close tabs on the U.S. presidential election. We're of the view that the makeup of Congress will have a bigger impact than the identity of the new president. With a potentially split Congress we'd expect to see more of the same gridlock and avoid any broad legislation that would change the business dynamics of any one sector.

We believe overall earnings growth will continue to be scarce amid the sluggish global macroeconomic environment. As a result we continue to search for growth in diverse places. In this environment we are seeing three different types of opportunities. First we are excited by a number of companies with "underappreciated" growth, companies with superior, open-ended long term growth potential that trade in line or only modestly more expensive than the no-growth broad market. Second are the "unrecognized" growth companies which may not be in traditionally high growth industries but are finding ways to drive their market shares and margins higher. Finally, we see "undervalued" growth opportunities in areas like biotechnology, an industry with high growth potential but low valuations.

Optimism has reappeared in the information technology sector heading into its seasonally strong period. The performance of two recent tech IPOs combined with a pickup in proposed merger and acquisition activity in the sector suggest that growth could be gaining momentum and poised to reverse the underperformance relative to value from the first half of the year.

The Fund's sector positioning remained relatively stable during the quarter. We modestly increased the investment in consumer discretionary with two new positions while reducing the investment in the health care sector. The elimination of Bristol Myers Squibb and Gilead Sciences lowered the allocation to health care, though we did add to other holdings in the sector. We sold both companies for their deteriorating and uncertain growth prospects, and the proceeds were invested in higher conviction opportunities.

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 Sep 30, 2016

Alphabet Inc - CL C 7.46
Amazon.com Inc 6.65
Facebook Inc 6.12
Visa Inc 3.58
Time Warner Inc 3.53
Apple Inc 3.40
Celgene Corp 3.18
Lowe's Cos Inc 2.95
Pinnacle Foods Inc 2.91
Norfolk Southern Corp 2.85
Total 42.62

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 Sep 30, 2016

Fund Russell 1000 Growth Index 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 21.97 7.23 1.57 20.71 2.81 0.61 -0.01 0.96 0.95
Consumer Staples 11.97 -0.23 0.00 10.05 -4.87 -0.49 -0.18 0.60 0.43
Energy 1.31 21.86 0.25 0.59 12.03 0.07 0.06 0.11 0.17
Financials 1.48 25.03 0.33 2.66 8.48 0.21 -0.04 0.21 0.18
Health Care 20.19 -0.18 0.07 17.19 2.07 0.39 -0.05 -0.42 -0.47
Industrials 6.79 6.01 0.39 10.47 2.89 0.31 0.07 0.21 0.28
Information Technology 33.46 13.58 4.33 30.47 12.40 3.56 0.23 0.36 0.59
Materials 2.17 8.12 0.17 3.59 3.56 0.12 0.02 0.10 0.12
Real Estate 0.00 0.00 0.00 2.95 -4.79 -0.15 0.29 0.00 0.29
Telecommunication Services 0.00 0.00 0.00 1.25 -4.13 -0.05 0.12 0.00 0.12
Utilities 0.00 0.00 0.00 0.06 -1.76 0.00 0.01 0.00 0.01
Cash 0.66 0.07 0.00 0.00 0.00 0.00 -0.12 0.00 -0.12
Total 100.00 7.11 7.11 100.00 4.58 4.58 0.39 2.13 2.53
1 Year Attribution
Consumer Discretionary 21.71 21.92 4.99 21.16 10.25 2.26 0.01 2.40 2.41
Consumer Staples 11.38 21.82 2.41 11.16 12.74 1.65 -0.10 0.90 0.80
Energy 0.96 110.24 1.33 0.57 2.58 0.02 0.57 0.64 1.20
Financials 3.59 -3.50 -0.84 2.79 12.32 0.30 -0.24 -0.69 -0.94
Health Care 19.02 2.42 0.56 16.64 5.66 0.87 -0.19 -0.49 -0.69
Industrials 7.86 22.07 1.99 10.71 12.53 1.42 0.16 0.69 0.86
Information Technology 32.62 13.16 4.14 28.60 19.29 5.43 0.12 -1.97 -1.84
Materials 0.84 6.10 0.12 3.55 18.93 0.66 -0.22 0.12 -0.10
Real Estate 0.00 0.00 0.00 2.80 18.31 0.51 -0.09 0.00 -0.09
Telecommunication Services 0.00 0.00 0.00 1.96 26.79 0.61 -0.34 0.00 -0.34
Utilities 0.00 0.00 0.00 0.05 20.59 0.01 0.02 0.00 0.02
Cash 2.01 0.23 0.00 0.00 0.00 0.00 -0.33 0.00 -0.33
Total 100.00 14.72 14.72 100.00 13.76 13.76 -0.63 1.59 0.96

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. The share class has no sales charge.

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

Download - Last updated: Sep 30, 2016

Commentary

Download - Last updated: Sep 30, 2016

Attribution

Download - Last updated: Sep 30, 2016

Annual Report

Download - Last updated: Feb 29, 2016

Full Prospectus

Download - Last updated: Jul 1, 2016

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

Download

Invest in tomorrow today

Download - Last updated: Jan 13, 2016

SAI

Download - Last updated: Jul 1, 2016

Think Performance Think Eaton Vance

Download - Last updated: Sep 30, 2016

Semi-Annual Report

Download - Last updated: Aug 31, 2016

Summary Prospectus

Download - Last updated: Jul 1, 2016

XBRL

Download - Last updated: Jul 13, 2016