Overview

Growth of $10,000

10-year period 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. 10 Yrs.
11/30/2016
Fund at NAV 4.48 1.57 5.93 4.07 5.85 12.07 4.60
Fund w/Max Sales Charge -1.52 -4.24 -0.17 -1.90 3.79 10.75 3.98
Russell 1000® Value Index1 5.71 3.86 14.48 12.02 8.59 14.67 5.69
09/30/2016
Fund at NAV -0.92 1.79 3.33 10.12 7.46 13.55 4.86
Fund w/Max Sales Charge -6.60 -4.09 -2.62 3.76 5.36 12.21 4.24
Russell 1000® Value Index1 -0.21 3.48 10.00 16.20 9.70 16.13 5.85
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 09/23/1931
Investment Objective Total return
Total Net Assets $2.8B
Minimum Investment $1000
Expense Ratio2 1.05%
CUSIP 277905808

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

Johnson & Johnson
Chevron Corp
General Electric Co
Wells Fargo & Co
JPMorgan Chase & Co
Reynolds American Inc
Occidental Petroleum Corp
Pfizer Inc
EOG Resources Inc
NextEra Energy Inc
Total 30.55

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 Sep 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
10/31/2016
Fund at NAV -1.88 -2.67 1.39 0.37 5.37 10.86 4.32
Fund w/Max Sales Charge -7.51 -8.25 -4.45 -5.38 3.31 9.55 3.70
Russell 1000® Value Index1 -1.55 -1.00 8.29 6.37 7.58 13.29 5.34
Morningstar™ Large Value Category5 -1.48 -1.05 6.23 3.72 5.78 11.34 4.91
09/30/2016
Fund at NAV -0.92 1.79 3.33 10.12 7.46 13.55 4.86
Fund w/Max Sales Charge -6.60 -4.09 -2.62 3.76 5.36 12.21 4.24
Russell 1000® Value Index1 -0.21 3.48 10.00 16.20 9.70 16.13 5.85
Morningstar™ Large Value Category5 -0.19 3.70 7.84 13.08 7.70 14.02 5.40
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 Nov 30, 2016

Alpha (%) -1.82
Beta 0.91
R-Squared (%) 95.25
Standard Deviation (%) 10.17
Sharpe Ratio 0.56

Morningstar™ Ratingsas of Oct 31, 2016

Time Period Rating Rating (Load Waived) Funds in
Large Value
Category
Overall ** *** 1184
3 Years ** *** 1184
5 Years ** *** 1040
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
Dec 02, 2016 $17.56 $0.01
Dec 01, 2016 $17.55 $0.06
Nov 30, 2016 $17.49 $0.08
Nov 29, 2016 $17.41 $0.01
Nov 28, 2016 $17.40 -$0.11
Nov 25, 2016 $17.51 $0.05
Nov 23, 2016 $17.46 $0.03
Nov 22, 2016 $17.43 $0.06
Nov 21, 2016 $17.37 $0.10
Nov 18, 2016 $17.27 -$0.03

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 Sep 30, 2016

U.S. Common Stocks 96.19
Foreign Common Stocks 2.87
Cash 0.95
Total 100.00

Portfolio Statisticsas of Sep 30, 2016

Average Market Cap $116.0B
Price/Earnings Ratio 16.74
Number of Holdings 62
Price/Book Ratio 2.31

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

Sector Fund Russell 1000 Value Index
Consumer Discretionary 3.93 4.88
Consumer Staples 7.84 8.86
Energy 13.38 13.46
Financials 21.53 23.42
Health Care 13.67 11.48
Industrials 11.63 9.48
Information Technology 10.36 10.04
Materials 2.72 2.86
Real Estate 5.10 5.11
Telecom Services 2.51 3.91
Utilities 6.40 6.49
Cash 0.95 0.00

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

> $150 Billion 31.94
$50-150 Billion 27.79
$15-50 Billion 28.28
$5-15 Billion 10.97
$1.5-5 Billion 1.03
< $1.5Billion 0.00

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

Holding % of Net Assets
Johnson & Johnson 3.87%
General Electric Co 3.70%
JPMorgan Chase & Co 3.61%
Chevron Corp 3.60%
Wells Fargo & Co 3.56%
NextEra Energy Inc 2.57%
Pfizer Inc 2.51%
Intel Corp 2.37%
Verizon Communications Inc 2.34%
Chubb Ltd 2.31%
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 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 Large Cap Value Fund (the Fund) underperformed its benchmark, the Russell 1000® Value Index (the Index),1 for the quarter ended September 30, 2016, returning 1.85% for Class I shares at net asset value versus the Index's 3.48% return.

  • The Fund's underperformance versus the Index was primarily due to stock selection, while sector allocation had a slight net positive impact.
  • Among U.S. large-cap equities, growth stocks outperformed value stocks during the quarter. Lower quality tiers generally outperformed higher quality tiers during the period 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 information technology, financials and consumer discretionary. The two sectors with negative performance were the yield-oriented utilities and telecommunication services groups.

Historical Returns (%)as of Sep 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV -0.92 1.79 3.33 10.12 7.46 13.55 4.86
Fund w/Max Sales Charge -6.60 -4.09 -2.62 3.76 5.36 12.21 4.24
Russell 1000® Value Index1 -0.21 3.48 10.00 16.20 9.70 16.13 5.85
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 09/23/1931
Expense Ratio2 1.05%

Contributors 

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

  • Stock selection within information technology was positive the strongest contributor to performance during the month. From a sector positioning perspective, underweights to both the telecommunication services and utilities sectors were additive for the month.
  • At the stock level, the top contributor was eBay Inc., a multinational e-commerce company which reported improving financial results during the quarter and is benefiting from a focus on operational execution and good capital management.
  • While selection in financials was not positive overall, two of the strongest performers for the quarter were positions in the sector. Specifically, retail brokerage giant Charles Schwab helped return comparisons, as the company demonstrated strong asset growth trends during the period. Additionally, after back-to-back difficult quarters the Fund's position in Credit Suisse Group, a global investment bank and wealth management firm, rose on the heels of improving business plan execution.
  • Other top contributors included Goodyear Tire, NXP Semiconductors and an underweight to Index constituent Exxon Mobil, which underperformed during the quarter.

Detractors 

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

  • Stock selection in the consumer staples, industrials, real estate and healthcare sectors accounted for the majority of underperformance during the quarter.
  • Stock selection within consumer staples was the largest detractor from relative performance. At the stock level, the most substantive detractor was a position in Kroger, a major U.S. grocery store chain that has been dealing with a period of food deflation. Reynolds American, a leading tobacco products maker, also detracted as recent weakness in the overall industry following a strong run during the first six months of the year impacted the stock.
  • In financials, a position in Wells Fargo detracted from relative performance as the firm dealt with regulatory issues that resulted in a financial settlement. Lack of exposure to Bank of America (which was held in the Index), which rallied primarily on the prospect of rising interest rates, also dampened return comparisons.
  • Elsewhere, the Fund's position in a REIT holding, Federal Realty Investments, as well as its position in branded packaged foods manufacturer General Mills Inc., detracted from performance.

Investment Outlook And Fund Positioning 

All eyes will be on the Fed in coming months, as investors gauge the likelihood of an interest hike. The prolonged low interest-rate environment has raised fears of a stock bubble. Investors will also be keeping very close tabs on the U.S. presidential election.

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. Globally, observers will focus on China's economic indicators for signs of continued strengthening that would benefit not only China but also its emerging market trading partners. Japan will also be on investors' radar, as they assess the impact of the government's aggressive stimulus measures.

We believe the conundrum facing investors is that there are a number risk factors (many outlined above), yet the traditionally defensive sectors of utilities and consumer staples look expensive and present valuation risk. They are expensive because, in addition to having more stable earnings streams, they tend to also have higher dividends which yield-hungry investors have chased.

Earlier this year, we noted that inexpensive defensives and quality cyclicals were the areas of the market to consider opportunistically. We still favor that view, particularly now that some of the yield focused stocks have been behaving less defensively in recent weeks.

Notable position changes included moving from an underweight in information technology to a more neutral stance as well as a reduction in the Fund's overweight to health care. These changes were achieved primarily through the purchase of Apple, Inc. in information technology and by trimming positions in Teva Pharmaceuticals and Eli Lilly within health care. Other stocks added to the Fund during the period included equipment maker Caterpillar Inc. within industrials, managed care organization Humana Inc. in health care, and Public Storage Group in the real estate sector. Additional sales during the period included oil conglomerate Royal Dutch Shell in energy and life insurer Aflac among financials positions.

In regards to sector weights, the Fund continues to hold healthcare and industrials as its largest overweight positions, while financials and telecommunications are the largest underweights.

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

Johnson & Johnson 3.73
Chevron Corp 3.55
General Electric Co 3.37
Wells Fargo & Co 3.34
JPMorgan Chase & Co 3.28
Reynolds American Inc 2.88
Occidental Petroleum Corp 2.77
Pfizer Inc 2.61
EOG Resources Inc 2.54
NextEra Energy Inc 2.49
Total 30.55

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 Sep 30, 2016

Fund Russell 1000 Value 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 3.40 7.25 0.22 4.78 6.12 0.28 -0.05 0.03 -0.02
Consumer Staples 8.37 -11.93 -1.05 8.90 0.09 0.01 0.00 -1.06 -1.06
Energy 12.82 2.45 0.31 13.11 2.26 0.28 0.02 0.02 0.03
Financials 21.43 6.01 1.24 23.18 6.46 1.43 -0.04 -0.10 -0.14
Health Care 14.46 0.07 0.07 11.69 1.13 0.15 -0.06 -0.15 -0.21
Industrials 11.14 1.01 0.12 9.58 5.40 0.52 0.03 -0.48 -0.45
Information Technology 9.53 19.55 1.59 9.86 13.17 1.24 -0.04 0.47 0.43
Materials 2.46 4.44 0.10 2.88 4.61 0.13 -0.01 0.00 -0.02
Real Estate 5.44 -4.28 -0.20 5.23 0.37 0.02 0.02 -0.26 -0.23
Telecommunication Services 2.27 -5.98 -0.13 4.05 -4.84 -0.20 0.16 -0.03 0.13
Utilities 6.17 -4.77 -0.30 6.75 -5.72 -0.40 0.06 0.06 0.12
Cash 1.08 0.07 0.00 0.00 0.00 0.00 -0.06 0.00 -0.06
ETF 1.44 3.11 0.04 0.00 0.00 0.00 0.00 0.00 0.00
Total 100.00 2.00 2.00 100.00 3.48 3.48 0.03 -1.51 -1.48
1 Year Attribution
Consumer Discretionary 2.74 4.35 0.21 5.02 4.77 0.28 0.27 -0.04 0.23
Consumer Staples 7.73 6.21 0.52 7.65 18.64 1.47 0.02 -0.99 -0.97
Energy 12.82 10.61 1.37 13.01 18.17 2.56 -0.13 -0.91 -1.04
Financials 24.55 -4.03 -1.74 24.26 5.22 0.79 -0.18 -2.41 -2.59
Health Care 14.61 13.55 2.00 12.17 17.44 2.08 0.01 -0.52 -0.51
Industrials 11.61 26.73 2.92 9.67 25.61 2.38 0.11 0.10 0.21
Information Technology 8.72 29.91 2.74 10.95 29.14 2.84 -0.07 0.08 0.01
Materials 2.77 31.03 0.85 2.80 30.14 0.84 -0.08 0.22 0.14
Real Estate 4.45 9.63 0.44 4.79 19.14 0.90 0.01 -0.42 -0.42
Telecommunication Services 2.20 25.04 0.57 3.05 25.47 0.71 0.07 -0.01 0.06
Utilities 5.99 22.53 1.27 6.65 18.49 1.36 0.13 0.12 0.25
Cash 1.24 0.23 0.00 0.00 0.00 0.00 -0.31 0.00 -0.31
ETF 0.58 8.79 0.10 0.00 0.00 0.00 -0.02 0.00 -0.02
Total 100.00 11.24 11.24 100.00 16.20 16.20 -0.18 -4.78 -4.96

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 portfolio manager. 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 is a member of the firm’s 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. 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: Sep 30, 2016

Commentary

Download - Last updated: Sep 30, 2016

Attribution

Download - Last updated: Sep 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