Overview

Relative to other short government funds, over the past 10 years this fund has had: Higher return, Higher risk-adjusted return, and Lower volatility.1

As of 06/30/2015.

  • Class A at NAV
  • Lipper Short U.S. Government Funds Classification

Average Annual Returns (%)as of Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
07/31/2015
Fund at NAV -0.08 0.34 1.10 1.90 1.13 1.59 3.06
Fund w/Max Sales Charge -2.38 -1.97 -1.22 -0.42 0.36 1.13 2.83
BofA Merrill Lynch 1-3 Year U.S. Treasury Index2 0.05 0.15 0.72 1.01 0.59 0.78 2.55
06/30/2015
Fund at NAV 0.38 0.71 1.18 2.03 1.29 1.68 3.06
Fund w/Max Sales Charge -1.94 -1.61 -1.14 -0.29 0.51 1.22 2.83
BofA Merrill Lynch 1-3 Year U.S. Treasury Index2 0.03 0.15 0.67 0.88 0.66 0.82 2.51
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 one year is cumulative. Max Sales Charge: 2.25%.

Fund Factsas of Jul 31, 2015

Class A Inception 09/30/2002
Investment Objective Total return
Total Net Assets $418.7M
Minimum Investment $1000
Expense Ratio3 1.03%
CUSIP 277911160


Portfolio Management

Susan Schiff, CFA Managed Fund since inception
Andrew Szczurowski, CFA Managed Fund since 2014

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. Securities with longer durations tend to be more sensitive to interest rate changes than securities with shorter durations. As interest rates rise, the value of certain income investments is likely to decline. Commercial mortgage-backed securities ("CMBS") are subject to credit, interest rate, prepayment and extension risks. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. While certain U.S. government-sponsored agencies may be chartered or sponsored by acts of Congress, their securities are neither issued nor guaranteed by the U.S. Treasury. Derivative instruments can be used to take both long and short positions, be highly volatile, result in economic leverage (which can magnify losses), and involve risks in addition to the risks of the underlying instrument on which the derivative is based, such as counterparty, correlation and liquidity risk. If a counterparty is unable to honor its commitments, the value of Fund shares may decline and/or the Fund could experience delays in the return of collateral or other assets held by the counterparty. 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

Average Annual Returns (%)as of Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
07/31/2015
Fund at NAV -0.08 0.34 1.10 1.90 1.13 1.59 3.06
Fund w/Max Sales Charge -2.38 -1.97 -1.22 -0.42 0.36 1.13 2.83
BofA Merrill Lynch 1-3 Year U.S. Treasury Index2 0.05 0.15 0.72 1.01 0.59 0.78 2.55
Morningstar™ Short Government Category4 0.09 -0.04 0.58 0.95 0.27 0.82 2.57
06/30/2015
Fund at NAV 0.38 0.71 1.18 2.03 1.29 1.68 3.06
Fund w/Max Sales Charge -1.94 -1.61 -1.14 -0.29 0.51 1.22 2.83
BofA Merrill Lynch 1-3 Year U.S. Treasury Index2 0.03 0.15 0.67 0.88 0.66 0.82 2.51
Morningstar™ Short Government Category4 -0.14 -0.11 0.49 0.70 0.36 0.89 2.52
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 one year is cumulative. Max Sales Charge: 2.25%.

Calendar Year Returns (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Fund at NAV 2.37 3.86 5.99 1.38 8.35 3.19 1.21 3.48 -1.15 2.47
BofA Merrill Lynch 1-3 Year U.S. Treasury Index2 1.67 3.96 7.32 6.61 0.78 2.35 1.55 0.43 0.36 0.62

Fund Facts

Expense Ratio3 1.03%
Class A Inception 09/30/2002
Distribution Frequency Monthly

Yield Information5as of Jul 31, 2015

Distribution Rate at NAV 3.30%
SEC 30-day Yield 2.34%


Morningstar™ Ratingsas of Jul 31, 2015

Time Period Rating Rating (Load Waived) Funds in
Short Government
Category
Overall *** ***** 116
3 Years *** ***** 116
5 Years **** ***** 109
10 Years *** **** 93
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.

© 2015 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
Aug 26, 2015 $8.44 $-0.01
Aug 25, 2015 $8.45 $0.01
Aug 24, 2015 $8.44 $-0.02
Aug 21, 2015 $8.46 $0.00
Aug 20, 2015 $8.46 $0.00
Aug 19, 2015 $8.46 $-0.01
Aug 18, 2015 $8.47 $0.01
Aug 17, 2015 $8.46 $-0.01
Aug 14, 2015 $8.47 $0.01
Aug 13, 2015 $8.46 $0.01

Distribution History6

Ex-Date Distribution Reinvest NAV
Jul 31, 2015 $0.02300 $8.46
Jun 30, 2015 $0.02192 $8.49
May 29, 2015 $0.02364 $8.48
Apr 30, 2015 $0.02465 $8.50
Mar 31, 2015 $0.02362 $8.50
Feb 27, 2015 $0.02396 $8.50
Jan 30, 2015 $0.02194 $8.47
Dec 31, 2014 $0.02056 $8.53
Nov 28, 2014 $0.02198 $8.56
Oct 31, 2014 $0.02055 $8.57
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 History6

Ex-Date Short-Term Long-Term Reinvest NAV
No records in this table indicates that there has not been a capital gain greater than .0001 within the past 3 years.
Fund prospectus

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 as of month-end for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. For the Eaton Vance Fund's performance as of the most recent month-end, please refer to eatonvance.com. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns shown at NAV unless noted otherwise. Returns for other classes of shares offered by the Fund are different. It is not possible to invest in an index.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. Securities with longer durations tend to be more sensitive to interest rate changes than securities with shorter durations. As interest rates rise, the value of certain income investments is likely to decline. Commercial mortgage-backed securities ("CMBS") are subject to credit, interest rate, prepayment and extension risks. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. While certain U.S. government-sponsored agencies may be chartered or sponsored by acts of Congress, their securities are neither issued nor guaranteed by the U.S. Treasury. Derivative instruments can be used to take both long and short positions, be highly volatile, result in economic leverage (which can magnify losses), and involve risks in addition to the risks of the underlying instrument on which the derivative is based, such as counterparty, correlation and liquidity risk. If a counterparty is unable to honor its commitments, the value of Fund shares may decline and/or the Fund could experience delays in the return of collateral or other assets held by the counterparty. 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 (%)7as of Jun 30, 2015

U.S. Government Agency Mortgage Backed Securities 72.31
U.S. Government Agency Obligations 15.29
Short Term Investments 10.15
Other Investments 2.25
Collateralized Debt Obligation 0.00
Total 100.00

Portfolio Statisticsas of Jun 30, 2015

Number of Holdings 1164
Average Coupon 4.04%
Average Duration 0.72 yrs.


Portfolio Information (%)as of Jun 30, 2015

Portfolio Allocations Average Duration
Short-Term U.S. Government Portfolio 82.3 0.47 yrs.
Government Obligations Portfolio 14.5 2.24 yrs.
Senior Debt Portfolio 3.2 0.29 yrs.

Credit Quality (%)8as of Jun 30, 2015

AAA 97.49
A 0.01
BBB 0.16
BB 1.09
B 0.94
CCC or Lower 0.05
Not Rated 0.27
Total 100.00
Ratings are based on Moody's, S&P or Fitch, as applicable. If securities are rated differently by the ratings agencies, the higher rating is applied. Ratings, which are subject to change, apply to the creditworthiness of the issuers of the underlying securities and not to the Fund or its shares. Credit ratings measure the quality of a bond based on the issuer's creditworthiness, with ratings ranging from AAA, being the highest, to D, being the lowest based on S&P's measures. Ratings of BBB or higher by S&P or Fitch (Baa or higher by Moody's) are considered to be investment-grade quality. Credit ratings are based largely on the ratings agency's analysis at the time of rating. The rating assigned to any particular security is not necessarily a reflection of the issuer's current financial condition and does not necessarily reflect its assessment of the volatility of a security's market value or of the liquidity of an investment in the security. Holdings designated as "Not Rated" are not rated by the national ratings agencies stated above.


Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. Securities with longer durations tend to be more sensitive to interest rate changes than securities with shorter durations. As interest rates rise, the value of certain income investments is likely to decline. Commercial mortgage-backed securities ("CMBS") are subject to credit, interest rate, prepayment and extension risks. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. While certain U.S. government-sponsored agencies may be chartered or sponsored by acts of Congress, their securities are neither issued nor guaranteed by the U.S. Treasury. Derivative instruments can be used to take both long and short positions, be highly volatile, result in economic leverage (which can magnify losses), and involve risks in addition to the risks of the underlying instrument on which the derivative is based, such as counterparty, correlation and liquidity risk. If a counterparty is unable to honor its commitments, the value of Fund shares may decline and/or the Fund could experience delays in the return of collateral or other assets held by the counterparty. 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

Quarterly Commentary

A Word On The Markets  as of Jun 30, 2015

The U.S. economy rebounded in the second quarter from a first-quarter slump caused by inclement weather and West Coast port strike. U.S. gross domestic product (GDP) is expected to have increased at an annualized rate of 2.5% (Source: JPMorgan) in the second quarter of 2015, compared with a final print of -0.2% for the first quarter of 2015. Second-quarter nonfarm payrolls data show an average of 221,000 jobs added per month, or 26,000 more per month than in the first quarter. The U.S. unemployment rate declined to 5.3% in June 2015 from 5.5% in March 2015.

The improved economic outlook pushed yields on 10-year Treasurys higher by 43 basis points to 2.35%, above the symbolically important 2% level. Rates may have climbed higher if not for the Federal Reserve’s (Fed) dovish turn at its June meeting. Seven members of the Federal Open Market Committee (FOMC) now project fewer than two rate hikes in 2015, up from only three members at the March 2015 meeting. Fed Chair Janet Yellen’s press conference also downplayed the timing of the first rate increase since 2006, as she chose to instead emphasize the expected slow and steady path higher. Her comments also had the effect of steepening the U.S. Treasury yield curve,9 since the front end rates would likely be anchored for longer.

Two other macro events drove demand and kept U.S. rates relatively contained during the quarter. The first was the increased likelihood of a Greek default and exit from the Eurozone, which saw the yield on Greek two-year notes spike above 38% in June. The second was volatility in Chinese equities, which ended the second quarter lower by 17% from their mid-June peak, erasing $1.25 trillion in market value.

Mortgage rates rose along with U.S. Treasurys, causing mortgage-backed securities (MBS) prepayment speeds to fall in April and May from their March highs. Historically, there has been a 45- to 60-day delay between a rate move in Treasurys and the time that a new mortgage closes. As such, the second-quarter move in Treasurys may serve as a continued tailwind for slower MBS refinancings in the third quarter. Despite the potential for this tailwind, MBS spreads over Treasurys were modestly wider for the second quarter due to interest-rate volatility.

Performance Summary 

Eaton Vance Short Duration Government Income Fund (the Fund) outperformed its benchmark, the BofA Merrill Lynch 1-3 Year U.S. Treasury Index (the Index),2 at net asset value for the quarter.

  • The Fund’s lower duration, or sensitivity to interest rates, benefited performance relative to the Index, as prices generally fell and yields rose.
  • The Fund also benefited from exposure to interest-only (IO) MBS securities. These securities rose in price as mortgage rates rose and fewer borrowers refinanced.

Average Annual Returns (%)as of Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 0.38 0.71 1.18 2.03 1.29 1.68 3.06
Fund w/Max Sales Charge -1.94 -1.61 -1.14 -0.29 0.51 1.22 2.83
BofA Merrill Lynch 1-3 Year U.S. Treasury Index2 0.03 0.15 0.67 0.88 0.66 0.82 2.51
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 one year is cumulative. Max Sales Charge: 2.25%.

Fund Factsas of Jun 30, 2015

Class A Inception 09/30/2002
Expense Ratio3 1.03%


Contributors 

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

  • Muted prepayment speeds on the Fund’s seasoned high coupon agency MBS aided the Fund’s performance.
  • Shorter average maturity of the Fund’s holdings benefited from yield curve9 steepening.

Detractors 

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

  • Fund performance was negatively impacted by increased volatility in rates, which led to modestly wider spreads for MBS.

Investment Outlook And Fund Positioning 

Looking ahead, management expects that the Fed will begin to raise rates in the second half of 2015. In the long run, this initial negative for fixed-income portfolios may benefit the Fund’s large MBS allocation, which we expect will be less at risk for borrower refinancing.

Management also believes that the Fed’s decision on when to begin reducing its balance sheet will have a significant impact on fixed-income markets, but that change could be upwards of a year away. Until then, supply/demand technicals remain supportive of MBS, as Fed reinvestments absorb roughly 30% of agency issuance.

We believe that high coupon, seasoned agency MBS will continue to offer the most value in the agency MBS market and will likely not have the extension risk that lower coupon generic MBS have, which may be valuable if rates rise.

Credit Quality (%)8as of Jun 30, 2015

AAA 97.49
A 0.01
BBB 0.16
BB 1.09
B 0.94
CCC or Lower 0.05
Not Rated 0.27
Total 100.00
Ratings are based on Moody's, S&P or Fitch, as applicable. If securities are rated differently by the ratings agencies, the higher rating is applied. Ratings, which are subject to change, apply to the creditworthiness of the issuers of the underlying securities and not to the Fund or its shares. Credit ratings measure the quality of a bond based on the issuer's creditworthiness, with ratings ranging from AAA, being the highest, to D, being the lowest based on S&P's measures. Ratings of BBB or higher by S&P or Fitch (Baa or higher by Moody's) are considered to be investment-grade quality. Credit ratings are based largely on the ratings agency's analysis at the time of rating. The rating assigned to any particular security is not necessarily a reflection of the issuer's current financial condition and does not necessarily reflect its assessment of the volatility of a security's market value or of the liquidity of an investment in the security. Holdings designated as "Not Rated" are not rated by the national ratings agencies stated above.


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 primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. Securities with longer durations tend to be more sensitive to interest rate changes than securities with shorter durations. As interest rates rise, the value of certain income investments is likely to decline. Commercial mortgage-backed securities ("CMBS") are subject to credit, interest rate, prepayment and extension risks. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. While certain U.S. government-sponsored agencies may be chartered or sponsored by acts of Congress, their securities are neither issued nor guaranteed by the U.S. Treasury. Derivative instruments can be used to take both long and short positions, be highly volatile, result in economic leverage (which can magnify losses), and involve risks in addition to the risks of the underlying instrument on which the derivative is based, such as counterparty, correlation and liquidity risk. If a counterparty is unable to honor its commitments, the value of Fund shares may decline and/or the Fund could experience delays in the return of collateral or other assets held by the counterparty. 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

No attribution information is currently available.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in one or more affiliated investment companies (Portfolios) and may also invest directly. Unless otherwise noted, references to investments are to the aggregate holdings of the Fund, including its pro rata share of each Portfolio or Fund in which it invests.

About Risk 

An imbalance in supply and demand in the income market may result in valuation uncertainties and greater volatility, less liquidity, widening credit spreads and a lack of price transparency in the market. Securities with longer durations tend to be more sensitive to interest rate changes than securities with shorter durations. As interest rates rise, the value of certain income investments is likely to decline. Commercial mortgage-backed securities ("CMBS") are subject to credit, interest rate, prepayment and extension risks. Investments in income securities may be affected by changes in the creditworthiness of the issuer and are subject to the risk of nonpayment of principal and interest. The value of income securities also may decline because of real or perceived concerns about the issuer's ability to make principal and interest payments. While certain U.S. government-sponsored agencies may be chartered or sponsored by acts of Congress, their securities are neither issued nor guaranteed by the U.S. Treasury. Derivative instruments can be used to take both long and short positions, be highly volatile, result in economic leverage (which can magnify losses), and involve risks in addition to the risks of the underlying instrument on which the derivative is based, such as counterparty, correlation and liquidity risk. If a counterparty is unable to honor its commitments, the value of Fund shares may decline and/or the Fund could experience delays in the return of collateral or other assets held by the counterparty. 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
Susan Schiff, CFA

Susan Schiff, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 1985

Susan Schiff is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global income team. She is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s mortgage-backed securities strategies. She joined Eaton Vance in 1985.

Susan began her career in the investment management industry in 1983. Before joining Eaton Vance, she was affiliated with PaineWebber, Inc.

Susan earned a B.S. from St. John Fisher College. She is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.S. St. John Fisher College
Experience
  • Managed Fund since inception
Other funds managed
 
Biography
Andrew Szczurowski, CFA

Andrew Szczurowski, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2007

Andrew Szczurowski is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s mortgage-backed securities strategies. He joined Eaton Vance in 2007.

Andrew began his career in the investment management industry in 2005. Before joining Eaton Vance, he was affiliated with BNY Mellon.

Andrew earned a B.S., cum laude, from Peter T. Paul College of Business and Economics at the University of New Hampshire. He is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.S. University of New Hampshire
Experience
  • Managed Fund since 2014

Fund Literature

Fund Literature

Annual Report

Commentary

Fact Sheet

Full Prospectus

Short Duration Government Income Holdings

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

SAI

Think Performance Think Eaton Vance

Semi-Annual Report

Summary Prospectus

XBRL


 

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    The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

    Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

    This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

    The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

    Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, 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 advisory, administrative and service contracts, and other risks.

    All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

    By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.


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    The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

    Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

    This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

    The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

    Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, 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 advisory, administrative and service contracts, and other risks.

    All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

    By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.


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