Reactions from Eaton Vance investment professionals

Edward J. Perkin

Chief Equity Investment Officer

"Correlations are down. Dispersion is up. The deep value trade has run its course, giving way to a more balanced market. With more differentiation at the individual stock level, investors are being rewarded when they get the call right. This bodes well for the very best stock pickers."

Funds: EIFVX, EILVX, EITVX

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Henry Peabody

Portfolio Manager, Diversified Fixed


Income

"The ability to move between sectors and securities across the fixed income space is crucial in an environment characterized by lofty valuations in specific asset classes and the potential for increased volatility and large scale economic shifts. Maintaining a laser focus on value and away from short term noise is a philosophy we think is well suited for today’s environment. "

Funds: EVBAX

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Craig Brandon

Co-Director of Municipal Investments

"The post-election sell-off and political uncertainty have created opportunities for muni investors in 2017. However, it shouldn't be forgotten that munis can be a strategic allocation in any environment. We expect tax-sensitive investors to continue to look to munis as a source of yield and portfolio diversification."

Funds: EINYX, EIHMX, EIMNX, EIMAX, EIMDX, EICAX, EIAZX, EILMX

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Eaton Vance Advisor Top-of-Mind Index Methodology

ATOMIX is calculated based on the findings of a survey of 1,008 financial advisors from a diverse group of companies. Eaton Vance contracted with a third party to conduct the online survey from December 9, 2016 - January 9, 2017. ATOMIX uses a methodology similar to that of the U.S. Consumer Confidence Index* (which has no affiliation with Eaton Vance) in that it calculates a weighted average of current perceptions (40% of the Index) and what advisors think about the trends (60% of the Index). The Index set a baseline average of 100 for April 2014. Each component measured is tracked quarterly to illustrate changes in advisor perceptions and changes in trends over time. Future surveys will sample different financial advisors and may produce different results.

*The monthly Consumer Confidence Survey®, based on a probability-design random sample, is conducted for The Conference Board by Nielsen, a leading global provider of information and analytics around what consumers buy and watch. The Consumer Confidence Index was started in 1967and is benchmarked to 1985=100. The Index is calculated each month based on a household survey of consumers’ opinions on current conditions and future expectations of the economy. Opinions on current conditions make up 40% of the index, with expectations of future conditions comprising the remaining 60%.