Overview

Growth of $10,000

10-year period ended 03/31/2017

  • Class A at NAV

Historical Returns (%)as of Mar 31, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
04/30/2017
Fund at NAV -0.05 1.93 2.55 11.70 5.95 10.63 4.14
Russell 1000® Value Index1 -0.19 2.35 3.07 16.55 8.25 13.31 5.52
03/31/2017
Fund at NAV -1.24 2.61 2.61 12.50 6.05 10.56 4.54
Russell 1000® Value Index1 -1.02 3.27 3.27 19.22 8.66 13.12 5.93
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.

Fund Factsas of Apr 30, 2017

Class R Inception 02/18/2004
Performance Inception 09/23/1931
Investment Objective Total return
Total Net Assets $2.8B
Minimum Investment $1000
Expense Ratio2 1.31%
CUSIP 277905659

Top 10 Holdings (%)3,4as of Mar 31, 2017

JPMorgan Chase & Co
Wells Fargo & Co
General Electric Co
Johnson & Johnson
Chubb Ltd
Chevron Corp
NextEra Energy Inc
Pfizer Inc
CH Robinson Worldwide Inc
eBay Inc
Total 30.15

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 Mar 31, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
04/30/2017
Fund at NAV -0.05 1.93 2.55 11.70 5.95 10.63 4.14
Russell 1000® Value Index1 -0.19 2.35 3.07 16.55 8.25 13.31 5.52
Morningstar™ Large Value Category5 0.15 2.91 3.85 15.85 7.15 11.69 5.18
03/31/2017
Fund at NAV -1.24 2.61 2.61 12.50 6.05 10.56 4.54
Russell 1000® Value Index1 -1.02 3.27 3.27 19.22 8.66 13.12 5.93
Morningstar™ Large Value Category5 -0.64 3.70 3.70 17.44 7.32 11.47 5.59
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.

Calendar Year Returns (%)

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Fund at NAV 9.66 -34.57 16.67 9.73 -4.73 15.51 29.01 10.71 -1.33 9.26
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 1.31%
Class R Inception 02/18/2004
Performance Inception 09/23/1931
Distribution Frequency Quarterly

Risk Measures (3 Year)6as of Apr 30, 2017

Alpha (%) -1.57
Beta 0.93
R-Squared (%) 95.06
Standard Deviation (%) 10.03
Sharpe Ratio 0.58

Morningstar™ Ratingsas of Apr 30, 2017

Time Period Rating Funds in
Large Value
Category
Overall *** 1088
3 Years *** 1088
5 Years *** 933
10 Years *** 675
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
May 26, 2017 $18.41 -$0.03
May 25, 2017 $18.44 $0.02
May 24, 2017 $18.42 $0.06
May 23, 2017 $18.36 $0.07
May 22, 2017 $18.29 $0.04
May 19, 2017 $18.25 $0.14
May 18, 2017 $18.11 $0.03
May 17, 2017 $18.08 -$0.28
May 16, 2017 $18.36 -$0.04
May 15, 2017 $18.40 $0.09

Distribution History7

Ex-Date Distribution Reinvest NAV
Mar 09, 2017 $0.04930 $18.53
Dec 15, 2016 $0.04840 $18.01
Sep 09, 2016 $0.04950 $16.86
Jun 09, 2016 $0.04970 $16.87
Mar 09, 2016 $0.05090 $16.12
Dec 17, 2015 $0.04760 $16.53
Sep 09, 2015 $0.04790 $17.14
Jun 09, 2015 $0.04780 $18.68
Mar 10, 2015 $0.07090 $18.48
Dec 16, 2014 $0.06570 $17.95
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 $16.53
May 21, 2015 $0.25320 $19.13
Dec 16, 2014 $0.31320 $6.85430 $17.95
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 Mar 31, 2017

U.S. Common Stocks 96.10
Other 1.82
Foreign Common Stocks 1.53
Cash 0.55
Total 100.00

Portfolio Statisticsas of Mar 31, 2017

Average Market Cap $127.3B
Price/Earnings Ratio 18.37
Number of Holdings 70
Price/Book Ratio 2.53

GICS Sector Breakdown (%)4as of Mar 31, 2017

Sector Fund Russell 1000® Value Index1
Consumer Discretionary 4.46 4.49
Consumer Staples 8.81 8.46
Energy 12.55 12.17
Financials 22.26 26.51
Health Care 13.76 10.83
Industrials 11.58 10.15
Information Technology 9.61 10.01
Materials 1.00 2.92
Real Estate 5.69 4.64
Telecom Services 1.77 3.59
Utilities 6.13 6.23
Other 1.82
Cash 0.55

Market Cap Breakdown (%)4,9as of Mar 31, 2017

> $150 Billion 33.70
$50-150 Billion 23.61
$15-50 Billion 27.92
$5-15 Billion 13.44
$1.5-5 Billion 1.34
< $1.5Billion 0.00

Fund Holdings (%)4,10as of Mar 31, 2017

Holding % of Net Assets
JPMorgan Chase & Co 4.49%
Wells Fargo & Co 3.94%
General Electric Co 3.69%
Johnson & Johnson 3.64%
Chubb Ltd 2.65%
Chevron Corp 2.59%
NextEra Energy Inc 2.45%
Pfizer Inc 2.29%
CH Robinson Worldwide Inc 2.28%
eBay Inc 2.13%
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 Mar 31, 2017

Global equity markets delivered solid gains in the first quarter of 2017 despite a pullback by U.S. stocks late in the period amid dimming prospects for President Donald Trump's pro-business agenda.

U.S. stocks advanced for much of the period, extending the rally that began with President Trump's election in November. Responding to continued economic growth, the U.S. Federal Reserve (the Fed) raised its benchmark interest rate in March and indicated that further rate hikes would be coming in 2017. Taking the Fed action as a vote of confidence in the U.S. economy, stocks rose following the rate hike. Bank stocks led the advance on expectations that bank earnings would benefit from higher rates. Strong manufacturing and jobs data also boosted equity markets. During February, the U.S. added 235,000 new jobs, topping forecasts, while the unemployment rate remained steady at 4.7%.

But U.S stocks reversed course after President Trump's health care bill was withdrawn from Congress. The health care failure raised concerns about the prospects for the president's future economic initiatives, including tax reduction and infrastructure spending. Equities recouped some of the lost ground in the final days of the three-month period.

Globally, signs of economic gains across a broad spectrum of regions encouraged investors during the period. In Asia, rising demand for semiconductors and other electronics boosted growth in the region's export-oriented economies. In Europe, positive economic data and receding political risks helped push stocks higher. Even countries long mired in recession, such as Russia and Brazil, showed signs of recovery during the period.

For the three-month period, the Dow Jones Industrial Average11 recorded a 5.19% gain, while the broader S&P 500 Index12 rose 6.07%. The technology-laden NASDAQ Index13 added 9.82%. Globally, the MSCI EAFE Index14 rose 7.25% 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) underperformed its benchmark, the Russell 1000® Value Index (the Index),1 for the quarter ended March 31, 2017, returning 2.71% for Class I shares at net asset value versus the Index's 3.27% return.

  • The Fund's underperformance versus the Index was primarily due to unfavorable stock selection, while sector allocation had a modest net 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) quality tiers were mixed 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 information technology, health care and consumer staples. The two sectors with negative performance were the energy and telecommunication services groups.

Historical Returns (%)as of Mar 31, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV -1.24 2.61 2.61 12.50 6.05 10.56 4.54
Russell 1000® Value Index1 -1.02 3.27 3.27 19.22 8.66 13.12 5.93
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.

Fund Factsas of Mar 31, 2017

Class R Inception 02/18/2004
Performance Inception 09/23/1931
Expense Ratio2 1.31%

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 strategy was invested. Selection gains were greatest within energy, utilities and information technology. From an allocation standpoint, an overweight to the health care sector benefited relative returns as did an underweight to telecommunication services.
  • While energy stocks suffered during the first quarter (the sector was down -6.49% in the Russell 1000® Value Index), the strategy's holdings held up relatively well. In particular, an underweight position in oil conglomerate Exxon Mobil aided relative results as the stock underperformed the group during the quarter.
  • Favorable performance from Apple Inc. within the information technology sector made the stock the top contributor for the quarter. E-commerce company eBay Inc. and global electronic payment provider Visa Inc. added to stock selection gains in the information technology space.
  • A number of the Fund's top contributors for the quarter were in the health care sector, including overweights to medical supply company Zimmer Biomet, and major pharmaceutical makers Allergan PLC and Eli Lilly.

Detractors 

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

  • Overall, stock selection dampened performance versus the index. The largest detractors during the quarter by sector were industrials, consumer staples and real estate. From an allocation standpoint, an underweight to consumer staples was a modest detractor.
  • An underweight to Phillip Morris, a leading tobacco maker, held back performance in the consumer staples sector. Investors are gaining interest in the company's efforts to create reduced risk tobacco products and rewarded the shares for some early success with cigarette alternatives.
  • In the industrials sector, stock selection proved difficult. Return comparisons suffered due to underperformance of industrial conglomerate General Electric, which failed to meet earnings expectations and was held as an overweight in the Fund. Stock selection was also challenged in road & rails where CSX Corp. (the Fund was underweight) appreciated meaningfully following reports of a possible management change taking place.
  • Elsewhere, the Fund's overweight to Verizon Inc. was a detractor, as telecommunication services companies' performance suffered in the face of rising interest rates during the quarter.

Investment Outlook And Fund Positioning 

After the stock market's sharp gains, some investors welcomed the pullback in March as necessary to avoid inflated share values. Whether equities regain their long-term upward momentum may hinge on whether President Trump is able to win approval for his forthcoming legislative agenda in the wake of the health care failure. In particular, investors will monitor the progress of plans for tax reduction and infrastructure spending. Interest rates will also play into investor sentiment amid expectations for further Fed hikes if the U.S. economy continues to expand.

Globally, investor optimism over signs of economic growth may be tempered by economic and political issues, including the health of China's economy and the impact of Britain's "Brexit" move to withdraw from the European Union.

While the market posted impressive gains in the first quarter of 2017, it was not the "reflation trades" that catapulted stocks upward following the election (i.e. financials and industrials). We noted in our year-end commentary that it was possible investors had gotten too enthusiastic on some industries under a Trump administration, while sell-offs in other parts of the market looked to be overdone. To that end, we saw a reversal of leadership with sectors that struggled making a comeback (i.e. technology and health care) to drive returns in the first quarter.

Today, we see more of a broadening out into a more balanced market. In this environment we prefer sectors and companies that are showing stable growth with reasonable valuations that can control their own destiny and don't need help from Washington.

Additionally, we believe the current market backdrop could reward fundamental analysis and active management. Potential pro-growth policies out of Washington combined with the Federal Reserve moving away from its zero interest rate policy (ZIRP) may create a rich environment for stock picking as the cost of debt capital becomes meaningfully different company-to-company.

Notable position changes during the quarter include moving from an underweight in consumer staples to an overweight. This was partially achieved through adding to the Fund's position in personal care company Estee Lauder and purchasing home products company Colgate-Palmolive. Other notable purchases included new positions in energy firms ConocoPhillips where management has signaled a change in business strategy, and Phillips 66, which is in position to complete several major projects. Notable sales include food retailer Kroger Co., railcar maker Trinity Industries, and IT solutions company CDW Corp.

In regards to sector weights, the Fund holds health care and industrials as its largest over weight positions, while financials and materials are the largest underweights.

Top 10 Holdings (%)3,4as of Mar 31, 2017

JPMorgan Chase & Co 4.49
Wells Fargo & Co 3.94
General Electric Co 3.69
Johnson & Johnson 3.64
Chubb Ltd 2.65
Chevron Corp 2.59
NextEra Energy Inc 2.45
Pfizer Inc 2.29
CH Robinson Worldwide Inc 2.28
eBay Inc 2.13
Total 30.15

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 Mar 31, 2017

Fund Benchmark Attribution
Sectors Average Weight Total Return Contrib. to Return Russell 1000 Value Index Russell 1000 Value Index Russell 1000 Value Index Allocation Effect Selection Effect Total Effect
3 Month Attribution
Consumer Discretionary 4.89 3.91 0.17 4.51 2.95 0.14 0.00 0.02 0.02
Consumer Staples 7.14 3.64 0.22 8.24 8.15 0.65 -0.05 -0.31 -0.36
Energy 12.90 -5.16 -0.67 12.69 -6.49 -0.86 -0.02 0.21 0.19
Financials 22.58 2.38 0.56 26.87 2.16 0.58 0.04 0.05 0.09
Health Care 12.88 8.98 1.08 10.58 9.25 0.93 0.12 -0.02 0.10
Industrials 10.94 0.59 0.06 10.14 3.84 0.39 -0.01 -0.35 -0.35
Information Technology 10.24 10.81 1.08 9.69 9.86 0.92 0.03 0.09 0.12
Materials 2.02 6.32 0.13 2.93 6.08 0.18 -0.03 0.01 -0.02
Real Estate 5.28 -3.11 -0.17 4.64 1.79 0.09 0.00 -0.26 -0.27
Telecommunication Services 2.16 -7.68 -0.21 3.65 -2.77 -0.11 0.08 -0.14 -0.06
Utilities 6.17 9.34 0.56 6.07 6.27 0.37 0.01 0.18 0.18
Cash 1.07 0.15 0.00 0.00 0.00 0.00 -0.03 0.00 -0.03
ETF 1.74 3.12 0.05 0.00 0.00 0.00 0.00 0.00 0.00
Total 100.00 2.88 2.88 100.00 3.27 3.27 0.13 -0.52 -0.39
1 Year Attribution
Consumer Discretionary 3.92 -5.71 -0.04 4.60 7.04 0.32 0.17 -0.44 -0.27
Consumer Staples 7.56 5.21 0.29 8.25 11.23 0.91 0.05 -0.58 -0.53
Energy 12.98 17.06 2.32 13.17 13.82 2.05 -0.04 0.40 0.35
Financials 22.53 29.26 6.05 24.78 34.35 8.03 -0.38 -1.05 -1.43
Health Care 13.89 9.94 1.47 11.39 14.66 1.72 -0.09 -0.65 -0.74
Industrials 11.38 11.03 1.27 9.95 21.43 2.12 0.02 -1.11 -1.09
Information Technology 9.58 21.06 1.96 10.08 26.63 2.42 0.09 -0.49 -0.40
Materials 2.39 9.11 0.36 2.89 28.20 0.79 -0.01 -0.37 -0.38
Real Estate 4.88 -13.99 -0.68 4.87 5.12 0.26 0.07 -1.05 -0.98
Telecommunication Services 2.36 -5.92 -0.04 3.53 5.82 0.16 0.32 -0.31 0.01
Utilities 6.07 11.78 0.71 6.47 7.60 0.46 0.06 0.24 0.30
Cash 1.24 0.39 0.00 0.00 0.00 0.00 -0.22 0.00 -0.22
ETF 1.21 9.56 0.17 0.00 0.00 0.00 -0.01 0.00 -0.01
Total 100.00 13.84 13.84 100.00 19.23 19.23 0.03 -5.42 -5.39

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 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: Mar 31, 2017

Commentary

Download - Last updated: Mar 31, 2017

Attribution

Download - Last updated: Mar 31, 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, 2016

Summary Prospectus

Download - Last updated: May 1, 2017

XBRL

Download - Last updated: May 17, 2017