Overview

Growth of $10,000

10-year period 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. 10 Yrs.
08/31/2016
Fund at NAV 0.12 2.67 4.29 7.48 8.95 11.87 5.18
Fund w/Max Sales Charge -5.63 -3.23 -1.72 1.33 6.83 10.56 4.56
Russell 1000 Value Index1 0.77 4.59 10.23 12.92 10.68 14.37 6.08
06/30/2016
Fund at NAV -0.06 1.81 1.51 -0.20 8.29 9.19 5.19
Fund w/Max Sales Charge -5.80 -4.04 -4.33 -5.95 6.17 7.90 4.57
Russell 1000 Value Index1 0.86 4.58 6.30 2.86 9.86 11.34 6.12
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 Aug 31, 2016

Class A Inception 09/23/1931
Investment Objective Total return
Total Net Assets $3.0B
Minimum Investment $1000
Expense Ratio2 1.05%
CUSIP 277905808

Top 10 Holdings (%)3,4as of Jun 30, 2016

Johnson & Johnson
General Electric Co
Wells Fargo & Co
Chevron Corp
JPMorgan Chase & Co
Pfizer Inc
iShares Russell 1000 Value ETF
Equity Residential
Reynolds American Inc
NextEra Energy Inc
Total 32.99

Portfolio Management

Edward J. Perkin, CFA Managed Fund since 2014
John D. Crowley Managed Fund since 2009

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

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. 10 Yrs.
08/31/2016
Fund at NAV 0.12 2.67 4.29 7.48 8.95 11.87 5.18
Fund w/Max Sales Charge -5.63 -3.23 -1.72 1.33 6.83 10.56 4.56
Russell 1000 Value Index1 0.77 4.59 10.23 12.92 10.68 14.37 6.08
Morningstar™ Large Value Category5 0.64 3.92 8.05 9.62 8.76 12.28 5.63
06/30/2016
Fund at NAV -0.06 1.81 1.51 -0.20 8.29 9.19 5.19
Fund w/Max Sales Charge -5.80 -4.04 -4.33 -5.95 6.17 7.90 4.57
Russell 1000 Value Index1 0.86 4.58 6.30 2.86 9.86 11.34 6.12
Morningstar™ Large Value Category5 0.03 2.68 4.01 -0.09 7.97 9.37 5.52
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 18.81 9.99 -34.47 17.01 10.05 -4.48 15.77 29.34 10.96 -1.08
Russell 1000 Value Index1 22.25 -0.17 -36.85 19.69 15.51 0.39 17.51 32.53 13.45 -3.83

Fund Facts

Expense Ratio2 1.05%
Class A Inception 09/23/1931
Distribution Frequency Quarterly

Risk Measures (3 Year)6as of Aug 31, 2016

Alpha (%) -0.82
Beta 0.92
R-Squared (%) 95.04
Standard Deviation (%) 10.19
Sharpe Ratio 0.87

Morningstar™ Ratingsas of Aug 31, 2016

Time Period Rating Rating (Load Waived) Funds in
Large Value
Category
Overall *** *** 1179
3 Years ** *** 1179
5 Years ** *** 1039
10 Years *** *** 761
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
Sep 23, 2016 $17.01 -$0.12
Sep 22, 2016 $17.13 $0.10
Sep 21, 2016 $17.03 $0.19
Sep 20, 2016 $16.84 $0.00
Sep 19, 2016 $16.84 $0.01
Sep 16, 2016 $16.83 -$0.10
Sep 15, 2016 $16.93 $0.15
Sep 14, 2016 $16.78 -$0.04
Sep 13, 2016 $16.82 -$0.28
Sep 12, 2016 $17.10 $0.19
View All

Distribution History7

Ex-Date Distribution Reinvest NAV
Sep 09, 2016 $0.06000 $16.91
Jun 09, 2016 $0.06000 $16.91
Mar 09, 2016 $0.06000 $16.15
Dec 17, 2015 $0.06000 $16.57
Sep 09, 2015 $0.06000 $17.18
Jun 09, 2015 $0.06000 $18.72
Mar 10, 2015 $0.08000 $18.52
Dec 16, 2014 $0.08000 $17.98
Sep 09, 2014 $0.08000 $25.91
Jun 10, 2014 $0.08000 $25.49
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 History7

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 17, 2015 $0.05650 $1.26980 $16.57
May 21, 2015 $0.25320 $19.18
Dec 16, 2014 $0.31320 $6.85430 $17.98
Dec 19, 2013 $0.99290 $23.39
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. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

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 (%)4,8as of Jun 30, 2016

U.S. Common Stocks 90.47
Cash 5.67
Foreign Common Stocks 3.86
Total 100.00

Portfolio Statisticsas of Jun 30, 2016

Average Market Cap $112.4B
Price/Earnings Ratio 15.89
Number of Holdings 59
Price/Book Ratio 2.24

GICS Sector Breakdown (%)4as of Jun 30, 2016

Sector Fund Russell 1000 Value Index1
Consumer Discretionary 2.97 4.75
Consumer Staples 9.33 9.11
Energy 12.91 13.56
Financials 26.59 27.69
Health Care 15.48 11.77
Industrials 11.22 9.31
Information Technology 7.68 9.49
Materials 2.16 2.80
Telecom Services 2.35 4.24
Utilities 6.54 7.27
Cash 2.78 0.00

Market Cap Breakdown (%)4,9as of Jun 30, 2016

> $150 Billion 32.20
$50-150 Billion 24.55
$15-50 Billion 32.70
$5-15 Billion 10.02
$1.5-5 Billion 0.53
< $1.5Billion 0.00

Fund Holdings (%)4,10as of Jul 31, 2016

Holding % of Net Assets
Wells Fargo & Co 4.08%
Johnson & Johnson 3.96%
General Electric Co 3.60%
Chevron Corp 3.44%
JPMorgan Chase & Co 3.28%
Pfizer Inc 3.04%
EV Cash Reserves Fund 2.86%
United Technologies Corp 2.60%
NextEra Energy Inc 2.46%
Reynolds American Inc 2.37%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

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 Large Cap Value Fund (the Fund) underperformed its benchmark, the Russell 1000 Value Index1 (the Index), for the quarter ended June 30, 2016, returning 1.87% for Class I shares at net asset value versus the Index's 4.58% return.

  • The Fund's underperformance versus the Index was primarily due to stock selection, while sector allocation had a net positive impact.
  • The top-performing economic sectors in the Index were energy, health care, and telecommunication services. The poorest performing sectors were consumer discretionary, information technology, and industrials.
  • Nine of the 10 economic sectors within the Index appreciated during the quarter. The best-performing Index sectors were energy, health care and telecommunication services. The lone sector with negative performance was consumer discretionary.
  • Among U.S. large-cap equities, value stocks outperformed growth stocks during the quarter. Returns were mixed across quality tiers as measured by Standard & Poor's.

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV -0.06 1.81 1.51 -0.20 8.29 9.19 5.19
Fund w/Max Sales Charge -5.80 -4.04 -4.33 -5.95 6.17 7.90 4.57
Russell 1000 Value Index1 0.86 4.58 6.30 2.86 9.86 11.34 6.12
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 09/23/1931
Expense Ratio2 1.05%

Contributors 

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

  • Overall, sector allocation had a positive impact on relative performance. In particular, underweights to consumer discretionary and information technology as well as an overweight to health care aided return comparisons. In addition, stock selection in the utilities and energy sectors was positive during the quarter.
  • At the stock level, the top contributor was McKesson Corp., a health care distribution company which has continued to generate solid free-cash-flow and enjoys an industry-leading position.
  • In energy, EOG Resources and Occidental Petroleum, both North American exploration and production companies, provided a boost to relative returns on the heels of an improving fundamental backdrop, buoyed by rising and stabilizing crude oil prices.
  • Elsewhere, the Fund's position in NextEra Energy, a Florida-based electric utility company, and global health care and consumer giant Johnson & Johnson added value as investors' preferences for yield and defensive-oriented investments remained a theme in the quarter.

Detractors 

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

  • Stock selection in the financials, information technology and consumer discretionary sectors accounted for the majority of underperformance during the quarter. Comparative performance was also difficult in materials, health care and industrials.
  • Financials proved to be a challenging sector to navigate during the second quarter. The interest rate environment, regulatory concerns and uncertain global economic conditions had a negative impact on select positions in the Fund, including Swiss bank Credit Suisse, Invesco; a global asset manager, and a XL Group, a specialty insurance company.
  • In consumer discretionary, a position in Goodyear Tire & Rubber Co. held back relative returns as the company delivered solid earnings, but somewhat below built-up expectations, leading to stock price weakness.
  • Elsewhere, an underweight position to Pfizer dampened return comparisons. The large benchmark constituent benefited from the flight to safety mentality during the quarter.

Investment Outlook And Fund Positioning 

Over the past 18 months, the S&P 500 has bounced between 2000 and 2150 with the occasional short-lived correction when worries about China, global growth, and credit spreads surface. The most recent bout of a volatility came on the heels of the Brexit vote, and while stocks appear to have brushed this aside in the short-term as well, we believe the impact of the UK referendum will be longer lasting. It seems reasonable to expect a recession in the UK and, possibly, Europe.

For several years now, markets have been living with the uncertainty of Europe's political and economic future. Among other reasons, this uncertainty has led to restrained capital spending decisions on the part of corporates. This lack of capital spending has been a key reason for the subdued economic recovery. The economy would benefit from meaningful fiscal and regulatory reform, which could come after the election. Additionally, productivity may improve in the coming years with the advent of imminent new technologies in the areas of: robotics, virtual reality, driverless cars, and 3D printing.

The S&P 500 finished the quarter at a level close to 2100. At this level, stocks are back to looking fully valued. The challenge in this environment is that most defensive stocks (e.g., consumer staples and utilities) appear to be expensive while the cyclicals (energy, materials, consumer discretionary) carry more economic risk. We believe the best opportunities are in inexpensive defensives and quality cyclicals. The traditionally defensive healthcare sector has lagged in recent months due to political pressures, and now looks inexpensive.

Notable portfolio activity included adding to select existing positions in health care, including Allergan and Eli Lilly within the pharmaceutical space. Allergan maintains strong franchises in ophthalmology and aesthetics (#2 and #1 globally, respectively, while Eli Lilly has the most comprehensive diabetes portfolio in the industry. Elsewhere, financials exposure was reduced modestly through actions such as the elimination of XL Group from the Fund due to fundamental concerns over merger integration taking place.

In terms of sector weightings, the Fund's largest overweights were in health care and industrials, while its underweights were telecommunication services, information technology, and consumer discretionary.

Top 10 Holdings (%)3,4as of Jun 30, 2016

Johnson & Johnson 4.27
General Electric Co 4.17
Wells Fargo & Co 4.05
Chevron Corp 3.61
JPMorgan Chase & Co 3.08
Pfizer Inc 2.92
iShares Russell 1000 Value ETF 2.90
Equity Residential 2.72
Reynolds American Inc 2.67
NextEra Energy Inc 2.61
Total 32.99

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 invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

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 Value 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 2.59 -16.47 -0.51 5.03 -5.65 -0.30 0.23 -0.32 -0.09
Consumer Staples 7.64 6.05 0.51 7.44 6.32 0.52 -0.01 -0.05 -0.06
Energy 12.38 11.38 1.37 13.28 10.94 1.41 -0.03 0.06 0.02
Financials 28.10 -2.74 -0.77 28.34 2.23 0.66 0.03 -1.40 -1.37
Health Care 15.32 8.02 1.20 12.48 9.09 1.08 0.11 -0.14 -0.03
Industrials 12.42 1.04 0.09 9.69 2.09 0.18 -0.06 -0.14 -0.20
Information Technology 8.62 -6.03 -0.45 11.05 1.23 0.08 0.09 -0.60 -0.51
Materials 2.19 -5.90 -0.13 2.91 6.33 0.18 -0.01 -0.27 -0.28
Telecom Services 2.15 4.34 0.09 2.88 8.42 0.28 -0.03 -0.09 -0.12
Utilities 6.01 9.94 0.59 6.90 7.05 0.48 -0.01 0.16 0.15
Cash 1.77 0.06 0.00 0.00 0.00 0.00 -0.06 0.00 -0.06
Other 0.81 4.47 0.05 0.00 0.00 0.00 0.00 0.00 0.00
Total 100.00 2.03 2.03 100.00 4.58 4.58 0.24 -2.80 -2.56
1 Year Attribution
Consumer Discretionary 2.69 -17.61 -0.48 5.21 -9.52 -0.52 0.35 -0.29 0.06
Consumer Staples 7.48 32.29 2.15 7.13 13.54 1.09 0.06 1.10 1.16
Energy 12.83 -11.08 -1.57 13.04 -4.95 -0.51 -0.09 -0.89 -0.98
Financials 29.59 -12.83 -4.60 29.41 -4.66 -1.99 -0.09 -2.66 -2.75
Health Care 14.15 2.70 0.41 12.35 5.52 0.55 0.01 -0.49 -0.48
Industrials 11.50 15.99 1.92 9.67 7.23 0.73 0.09 0.91 1.00
Information Technology 9.20 5.76 0.85 11.24 6.96 0.83 -0.01 0.09 0.08
Materials 3.19 4.37 0.01 2.79 1.54 0.07 -0.22 0.34 0.12
Telecom Services 2.14 25.62 0.55 2.65 21.89 0.66 -0.07 0.08 0.01
Utilities 5.83 30.88 1.55 6.45 31.50 1.93 0.04 -0.09 -0.04
Cash 1.18 0.17 0.00 0.00 0.00 0.00 -0.17 0.00 -0.17
Other 0.21 5.51 0.06 0.07 40.29 0.03 -0.03 0.02 -0.01
Total 100.00 0.85 0.85 100.00 2.85 2.85 -0.13 -1.87 -2.00

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. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

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
Edward J. Perkin, CFA

Edward J. Perkin, CFA

Vice President, Chief Equity Investment Officer
Eaton Vance Management
Joined Eaton Vance 2014

Eddie Perkin is a vice president of Eaton Vance Management, chief equity investment officer and team leader of Eaton Vance’s value team. Additionally, he serves as lead portfolio manager of Eaton Vance’s Large-Cap Value strategy. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s large-cap value equity portfolios. He is head of the firm’s Equity Strategy Committee. He joined Eaton Vance in April 2014.

Eddie began his career in the investment management industry in 1995. Before joining Eaton Vance, he served as chief investment officer (international and emerging-market equity) as well as managing director/portfolio manager (Europe, EAFE and global) at Goldman Sachs Asset Management (GSAM) in London. Before relocating to London in 2008, Eddie was a portfolio manager and analyst on GSAM’s U.S. value equity team in New York. Eddie was previously associated with FISERV and American Retirement Insurance Services.

Eddie earned a B.A. from the University of California, Santa Barbara, and an MBA from Columbia Business School. He is a CFA charterholder and is a member of the board of directors of Junior Achievement of Northern New England.

Education
  • B.A. University of California, Santa Barbara
  • M.B.A. Columbia University
Experience
  • Managed Fund since 2014
Biography
John D. Crowley

John D. Crowley

Vice President, Eaton Vance Management
Joined Eaton Vance 1998

John Crowley is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s value team. In addition, he serves as lead portfolio manager of Eaton Vance’s focused value strategy. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s value equity strategies. He is a member of the firm’s Equity Strategy Committee. He began his career in the investment management industry with Eaton Vance in 1998.

John earned a B.A. and an M.A. from The Catholic University of America and an MBA from Babson College. He is a member of the CFA Institute and the Boston Security Analysts Society.

Education
  • B.A.,M.A. Catholic University of America
  • M.B.A. F.W. Olin Graduate School of Business, Babson College
Experience
  • Managed Fund since 2009

Literature

Literature

Fact Sheet

Download - Last updated: Jun 30, 2016

Commentary

Download - Last updated: Jun 30, 2016

Attribution

Download - Last updated: Jun 30, 2016

Annual Report

Download - Last updated: Dec 31, 2015

Full Prospectus

Download - Last updated: May 1, 2016

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

Download

SAI

Download - Last updated: May 1, 2016

Semi-Annual Report

Download - Last updated: Jun 30, 2016

Summary Prospectus

Download - Last updated: May 1, 2016

XBRL

Download - Last updated: May 12, 2016