Overview

Growth of $10,000

10-year period ended 06/30/2017

  • Class A at NAV

Historical Returns (%)as of Jun 30, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
07/31/2017
Fund at NAV 0.70 2.17 4.83 10.26 5.96 11.48 4.84
Fund w/Max Sales Charge -5.10 -3.68 -1.19 3.94 3.89 10.16 4.22
Russell 1000® Value Index1 1.33 2.88 6.05 13.76 8.45 13.99 6.20
06/30/2017
Fund at NAV 1.80 1.41 4.11 12.36 5.01 11.62 4.37
Fund w/Max Sales Charge -4.05 -4.44 -1.88 5.88 2.96 10.31 3.76
Russell 1000® Value Index1 1.63 1.34 4.66 15.53 7.35 13.93 5.56
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, 2017

Class A Inception 09/23/1931
Investment Objective Total return
Total Net Assets $2.7B
Minimum Investment $1000
Expense Ratio2 1.06%
CUSIP 277905808

Top 10 Holdings (%)3,4as of Jun 30, 2017

JPMorgan Chase & Co
Johnson & Johnson
Wells Fargo & Co
Verizon Communications Inc
Chevron Corp
NextEra Energy Inc
iShares Russell 1000 Value ETF
Philip Morris International Inc
Pfizer Inc
Chubb Ltd
Total 31.17

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, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
07/31/2017
Fund at NAV 0.70 2.17 4.83 10.26 5.96 11.48 4.84
Fund w/Max Sales Charge -5.10 -3.68 -1.19 3.94 3.89 10.16 4.22
Russell 1000® Value Index1 1.33 2.88 6.05 13.76 8.45 13.99 6.20
Morningstar Large Value Category5 1.46 3.09 7.07 14.43 7.56 12.73 5.78
06/30/2017
Fund at NAV 1.80 1.41 4.11 12.36 5.01 11.62 4.37
Fund w/Max Sales Charge -4.05 -4.44 -1.88 5.88 2.96 10.31 3.76
Russell 1000® Value Index1 1.63 1.34 4.66 15.53 7.35 13.93 5.56
Morningstar Large Value Category5 1.52 1.78 5.55 16.49 6.40 12.64 5.18
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 (%)

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Fund at NAV 9.99 -34.47 17.01 10.05 -4.48 15.77 29.34 10.96 -1.08 9.56
Russell 1000® Value Index1 -0.17 -36.85 19.69 15.51 0.39 17.51 32.53 13.45 -3.83 17.34

Fund Facts

Expense Ratio2 1.06%
Class A Inception 09/23/1931
Distribution Frequency Quarterly

Risk Measures (3 Year)6as of Jul 31, 2017

Alpha (%) -1.65
Beta 0.92
R-Squared (%) 95.18
Standard Deviation (%) 9.80
Sharpe Ratio 0.58

Morningstar Rating™as of Jul 31, 2017

Time Period Rating Funds in
Large Value
Category
Overall *** 1100
3 Years ** 1100
5 Years ** 940
10 Years *** 682
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds and exchange-traded funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product 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.

The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Star ratings do not reflect the effect of any applicable sales load.

©2017 Morningstar. 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 are responsible for any damages or losses arising from any use of this information.

NAV History

Date NAV NAV Change
Aug 17, 2017 $18.37 -$0.26
Aug 16, 2017 $18.63 $0.00
Aug 15, 2017 $18.63 $0.00
Aug 14, 2017 $18.63 $0.15
Aug 11, 2017 $18.48 -$0.05
Aug 10, 2017 $18.53 -$0.21
Aug 09, 2017 $18.74 -$0.01
Aug 08, 2017 $18.75 -$0.05
Aug 07, 2017 $18.80 -$0.02
Aug 04, 2017 $18.82 $0.07

Distribution History7

Ex-Date Distribution Reinvest NAV
Jun 09, 2017 $0.06000 $18.63
Mar 09, 2017 $0.06000 $18.57
Dec 15, 2016 $0.06000 $18.06
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
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
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, 2017

U.S. Common Stocks 94.12
Other 2.53
Foreign Common Stocks 2.02
Cash 1.33
Total 100.00

Portfolio Statisticsas of Jun 30, 2017

Average Market Cap $118.4B
Price/Earnings Ratio 18.53
Number of Holdings 64
Price/Book Ratio 2.33

GICS Sector Breakdown (%)4as of Jun 30, 2017

Sector Fund Russell 1000® Value Index1
Consumer Discretionary 5.00 6.88
Consumer Staples 9.58 9.23
Energy 11.21 10.52
Financials 23.71 25.50
Health Care 15.35 14.20
Industrials 8.58 8.69
Information Technology 6.95 8.04
Materials 0.95 2.72
Real Estate 5.98 4.97
Telecom Services 3.21 3.11
Utilities 5.61 6.13
Other 2.53
Cash 1.33

Market Cap Breakdown (%)4,9as of Jun 30, 2017

> $150 Billion 31.50
$50-150 Billion 31.36
$15-50 Billion 20.96
$5-15 Billion 13.50
$1.5-5 Billion 2.68
< $1.5Billion 0.00

Fund Holdings (%)4,10as of Jun 30, 2017

Holding % of Net Assets
JPMorgan Chase & Co 4.73%
Johnson & Johnson 3.97%
Wells Fargo & Co 3.88%
Verizon Communications Inc 3.21%
Chevron Corp 2.82%
NextEra Energy Inc 2.57%
iShares Russell 1000 Value ETF 2.54%
Philip Morris International Inc 2.54%
Pfizer Inc 2.50%
Chubb Ltd 2.48%
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, 2017

Global stock markets delivered solid results in the second quarter of 2017, as broad economic expansion continued to offset political uncertainties in some regions.

In the U.S., ongoing concerns about prospects for President Trump's economic policies restrained stocks during the first half of the three-month period. But equities subsequently shook off these worries amid positive economic data. In particular, manufacturing gains and a further decline in the jobless rate provided encouragement to investors. Consumer spending also rose, and would likely have been even higher but for the quarter's one flat note — a continued decline in auto sales from their post-recession peak.

Amid the encouraging economic data, the U.S. Federal Reserve (Fed) in June raised interest rates for the third time since December 2016. The Fed also said it would start gradually selling off the securities it bought during and after the financial crisis to boost the economy.

On a global basis, stronger economic growth aided stocks in Europe and Japan. The election of a new government in France helped to ease political uncertainties, although an election setback for British Prime Minister Theresa May added to confusion about Britain's plans to exit the European Union. In China, the success of the government's stimulus policies led it to raise interest rates to avoid economic overheating. China's upswing helped boost growth elsewhere, particularly in emerging markets.

For the three-month period, the Dow Jones Industrial Average11 recorded a 3.95% gain, while the broader S&P 500 Index12 rose 3.09 %. The technology-laden Nasdaq Composite Index13 rose 3.87%. Globally, the MSCI EAFE Index14 gained 6.12% in the quarter. Large-cap stocks outperformed their small-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 Large Cap Value Fund (the Fund) outperformed its benchmark, the Russell 1000® Value Index (the Index),1 for the quarter ended June 30, 2017, returning 1.52% for Class I shares at net asset value versus the Index's 1.34% return.

  • The Fund's outperformance versus the Index was positively influenced by sector allocation, while stock selection also had a modest positive impact.
  • Among U.S. large-cap equities, growth stocks outperformed value stocks during the quarter. Within the Value style (represented by the Russell 1000® Value Index) higher quality tiers outperformed lower quality tiers over the course of the quarter as measured by Standard & Poor's.
  • Nine of the 11 economic sectors within the Index appreciated during the quarter. The best-performing Index sectors were health care and financials. The two sectors with negative performance were the energy and telecommunication services groups.

Historical Returns (%)as of Jun 30, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV 1.80 1.41 4.11 12.36 5.01 11.62 4.37
Fund w/Max Sales Charge -4.05 -4.44 -1.88 5.88 2.96 10.31 3.76
Russell 1000® Value Index1 1.63 1.34 4.66 15.53 7.35 13.93 5.56
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, 2017

Class A Inception 09/23/1931
Expense Ratio2 1.06%

Contributors 

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

  • Stock selection was positive in six of the 11 sectors in which the Fund was invested. Selection gains were greatest within consumer discretionary, information technology, and consumer staples. From an allocation standpoint, an overweight to the health care sector benefited relative returns as did an underweight to telecommunication services.
  • At the individual stock level, the top contributor was CSX Corporation, an eastern-based U.S. railroad operator which has engaged in an operational turnaround led by new management. Also within industrials and among the portfolio's leaders in the second quarter was one of the world's largest big machinery manufacturers, Caterpillar Inc.
  • Favorable performance from non-index holding Alphabet within the information technology sector proved to be beneficial for the Fund during the quarter as the company continues to see strong growth across its core business lines. Elsewhere in the sector, avoidance of Cisco systems, which posted modest 1Q earnings results and lowered future guidance expectations, also benefited the Fund's performance.
  • Additional contributors for the quarter included Zoetis Inc, an animal-health-focused pharmaceutical maker which benefited from its diversified business and new product line of drugs, and Estee Lauder, a high-end skin care, makeup and fragrance retailer, which was among the leading contributors as financial improvements driven by accelerating sales growth lifted the stock higher.

Detractors 

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

  • The largest detractors during the quarter by sector were real estate, energy and financials. Underperformance was driven primarily from stock selection as no sector had a meaningful negative allocation impact.
  • The Fund's positions in energy companies ConocoPhillips and Pioneer Natural Resources held back performance relative to the benchmark as companies more levered to faltering oil prices underperformed within the energy sector.
  • In the real estate sector, underperformance was predominantly a function of the Fund's exposure to the retail sector. In particular, high end retail real estate investment trust (REITs) Simon Property Group detracted as general weakness in the retail sector due to store closings and negative investor sentiment continued to weigh on short-term performance.
  • Other individual stocks that dampened performance during the period include CH Robinson, an industrial transport giant, wireless telecommunication company Verizon Communications, and diversified bank Citigroup, which was not held in the Fund but is a large Index constituent.

Investment Outlook And Fund Positioning 

Markets were able to shrug off continued political volatility in the U.S. and abroad, with investors appearing to give more credence to improving earnings and economic conditions around the world in the second quarter. As a result, stocks moved higher in the majority of geographic regions during the period.

Still, U.S. equity valuations broadly reflect positive investor sentiment and volatility in the equity market continues to trend lower, as evidenced by the CBOE Volatility Index (VIX) dipping below 10 (a historically low level relative to history) during the last week of the second quarter. This is seemingly incongruous with the uncertainty around policymaking in Washington and its ultimate impact on the global equity markets.

When the market fails to accurately price risks, we believe it provides opportunities for active stock pickers. As we wait to see if President Trump's economic agenda becomes a reality, we believe it remains prudent to seek out areas of the market where there is a temporary mispricing opportunity. We favor companies and sectors showing stable growth, reasonable valuations and an ability to succeed irrespective of legislative or regulatory reforms.

Notable position changes during the quarter were stock specific in nature. In financials, the Fund initiated a position in Bank of America and added to its positions in US Bank Corp and Credit Suisse. In the consumer discretionary sector the Fund purchased shares of 'athleisure' wear company Lululemon and apparel maker V.F. Corp. which owns the North Face, Timberland and Smartwool brands, while eliminating appliance maker Whirlpool Corp. Other notable sales included California utility company PG&E Corporation, and energy company Schlumberger.

With regard to sector weights, the Fund holds health care and real estate as its largest overweight positions, while consumer discretionary and materials are the largest underweights.

As always, we remain committed to our bottom-up, fundamental investment process. We continue to seek out leading companies that possess competitively advantaged business models, shareholder-friendly management teams and conservative balance sheets, yet which trade at a discount to what we estimate as the firm's intrinsic value.

Top 10 Holdings (%)3,4as of Jun 30, 2017

JPMorgan Chase & Co 4.72
Johnson & Johnson 3.96
Wells Fargo & Co 3.87
Verizon Communications Inc 3.21
Chevron Corp 2.81
NextEra Energy Inc 2.56
iShares Russell 1000 Value ETF 2.53
Philip Morris International Inc 2.53
Pfizer Inc 2.49
Chubb Ltd 2.48
Total 31.17

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, 2017

Fund Russell 1000® Value Index1 Attribution
Sectors Avg. Weight Total Return Contrib. to Return Avg. Weight Total Return Contrib. to Return Allocation Effect Selection Effect Total Effect
3 Month Attribution
Consumer Discretionary 4.59 8.25 0.34 4.67 3.14 0.17 -0.04 0.22 0.19
Consumer Staples 8.80 3.35 0.21 8.64 1.16 0.10 -0.04 0.14 0.11
Energy 11.96 -8.64 -1.10 11.67 -7.09 -0.89 -0.02 -0.20 -0.22
Financials 22.52 3.22 0.76 26.28 3.79 0.93 -0.02 -0.12 -0.14
Health Care 14.36 6.45 0.91 11.29 6.21 0.63 0.21 0.03 0.24
Industrials 10.32 2.11 0.13 10.13 3.10 0.31 0.04 -0.17 -0.13
Information Technology 9.00 1.80 0.26 9.90 0.73 0.11 -0.01 0.18 0.17
Materials 0.88 12.62 0.10 2.88 0.08 0.00 0.03 0.10 0.13
Real Estate 6.38 -2.24 -0.14 4.74 1.64 0.08 0.01 -0.25 -0.25
Telecommunication Services 2.56 -7.30 -0.19 3.43 -7.09 -0.25 0.08 -0.01 0.07
Utilities 6.07 4.44 0.28 6.39 2.18 0.15 0.01 0.13 0.14
Cash 0.70 0.22 0.00 0.00 0.00 0.00 0.01 0.00 0.01
ETF 1.85 1.30 0.10 0.00 0.00 0.00 0.00 0.00 0.00
Total 100.00 1.65 1.65 100.00 1.34 1.34 0.26 0.05 0.31
1 Year Attribution
Consumer Discretionary 4.42 22.20 0.89 4.60 18.25 0.88 -0.10 0.11 0.01
Consumer Staples 7.85 2.53 -0.07 8.55 5.84 0.42 0.04 -0.39 -0.35
Energy 12.89 -3.98 -0.29 12.76 -4.59 -0.43 -0.02 0.13 0.11
Financials 22.21 37.71 7.76 25.45 37.66 8.69 -0.43 0.00 -0.42
Health Care 13.64 8.34 1.05 11.10 11.52 1.11 -0.01 -0.45 -0.46
Industrials 10.85 12.20 1.32 10.01 22.34 2.21 0.13 -1.10 -0.97
Information Technology 9.67 31.15 2.77 9.79 26.02 2.46 -0.02 0.37 0.35
Materials 2.06 30.58 0.62 2.88 20.67 0.59 0.04 0.03 0.06
Real Estate 5.40 -14.42 -0.82 4.85 0.15 -0.05 0.09 -0.91 -0.82
Telecommunication Services 2.48 -16.42 -0.34 3.69 -9.34 -0.41 0.45 -0.22 0.22
Utilities 6.09 6.19 0.32 6.34 2.70 0.06 0.08 0.20 0.29
Cash 0.96 0.55 0.01 0.00 0.00 0.00 -0.14 0.00 -0.14
ETF 1.48 6.23 0.20 0.00 0.00 0.00 0.00 0.00 0.00
Total 100.00 13.42 13.42 100.00 15.54 15.54 0.11 -2.22 -2.11

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 and chief equity investment officer. He is responsible for all equity disciplines at Eaton Vance. 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 and a member of the Eaton Vance Management Committee. He joined Eaton Vance in April 2014.

Eddie began his career in the financial services industry in 1993. 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., The 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, 2017

Commentary

Download - Last updated: Jun 30, 2017

Attribution

Download - Last updated: Jun 30, 2017

Annual Report

Download - Last updated: Dec 31, 2016

Full Prospectus

Download - Last updated: May 1, 2017

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

Download

SAI

Download - Last updated: May 1, 2017

Semi-Annual Report

Download - Last updated: Jun 30, 2017

Summary Prospectus

Download - Last updated: May 1, 2017

XBRL

Download - Last updated: May 17, 2017