Overview

Generate total return employing an opportunistic approach to global fixed income with a value-oriented discipline.

Historical Returns (%)as of Sep 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
11/30/2016
Fund at NAV -0.18 1.34 18.53 11.96 1.33 3.03
Fund w/Max Sales Charge -4.96 -3.46 12.87 6.59 -0.29 1.72
Bloomberg Barclays U.S. Government/Credit Bond Index2 -2.65 -3.77 2.83 2.38 2.75 2.50 1.90
09/30/2016
Fund at NAV 1.22 6.29 18.40 13.67 2.11 3.14
Fund w/Max Sales Charge -3.57 1.24 12.74 8.26 0.48 1.77
Bloomberg Barclays U.S. Government/Credit Bond Index2 -0.19 0.40 6.66 5.86 4.21 3.23 3.01
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: 4.75%.

Fund Factsas of Nov 30, 2016

Class A Inception 01/31/2013
Investment Objective Total return
Total Net Assets $603.3M
Minimum Investment $1000
Expense Ratio3 0.95%
CUSIP 277905246

Portfolio Management

Kathleen C. Gaffney, CFA Managed Fund since inception
Henry Peabody, 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 an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund and may also invest directly. References to investments are to the aggregate holdings of the Fund and the Portfolio.

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. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. 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. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. 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. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. 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. Life of Fund
11/30/2016
Fund at NAV -0.18 1.34 18.53 11.96 1.33 3.03
Fund w/Max Sales Charge -4.96 -3.46 12.87 6.59 -0.29 1.72
Bloomberg Barclays U.S. Government/Credit Bond Index2 -2.65 -3.77 2.83 2.38 2.75 2.50 1.90
Morningstar™ Multisector Bond Category4 -1.27 -1.21 6.45 5.09 2.74 4.52
09/30/2016
Fund at NAV 1.22 6.29 18.40 13.67 2.11 3.14
Fund w/Max Sales Charge -3.57 1.24 12.74 8.26 0.48 1.77
Bloomberg Barclays U.S. Government/Credit Bond Index2 -0.19 0.40 6.66 5.86 4.21 3.23 3.01
Morningstar™ Multisector Bond Category4 0.31 2.71 7.93 7.33 3.88 5.31
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: 4.75%.

Calendar Year Returns (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 4.69 -17.24
Bloomberg Barclays U.S. Government/Credit Bond Index2 3.78 7.23 5.70 4.52 6.59 8.74 4.82 -2.35 6.01 0.15

Fund Facts

Expense Ratio3 0.95%
Class A Inception 01/31/2013
Distribution Frequency Monthly

Yield Information5as of Nov 30, 2016

Distribution Rate at NAV 2.61%
SEC 30-day Yield 4.18%

NAV History

Date NAV NAV Change
Dec 09, 2016 $10.22 -$0.02
Dec 08, 2016 $10.24 $0.04
Dec 07, 2016 $10.20 $0.08
Dec 06, 2016 $10.12 $0.09
Dec 05, 2016 $10.03 $0.05
Dec 02, 2016 $9.98 $0.05
Dec 01, 2016 $9.93 $0.01
Nov 30, 2016 $9.92 $0.02
Nov 29, 2016 $9.90 $0.03
Nov 28, 2016 $9.87 $0.01
View All

Distribution History6

Ex-Date Distribution Reinvest NAV
Nov 29, 2016 $0.02160 $9.90
Oct 28, 2016 $0.01980 $9.96
Sep 29, 2016 $0.02040 $9.93
Aug 30, 2016 $0.02240 $9.86
Jul 28, 2016 $0.01920 $9.67
Jun 29, 2016 $0.02100 $9.35
May 27, 2016 $0.01810 $9.05
Apr 28, 2016 $0.01850 $9.33
Mar 30, 2016 $0.02200 $8.85
Feb 26, 2016 $0.01790 $8.18
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
Dec 30, 2014 $0.00030 $0.00500 $10.74
Dec 30, 2013 $0.02760 $0.00100 $10.56
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 primarily invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund and may also invest directly. References to investments are to the aggregate holdings of the Fund and the Portfolio.

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. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. 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. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. 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. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. 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 Oct 31, 2016

Investment Grade Credit 19.55
Non-U.S. Dollar Bonds Developed Countries 16.67
High Yield Credit 15.02
Cash/Reserves 11.37
Non-U.S. Dollar Bonds Emerging Markets 11.20
Convertibles 9.79
Equities 6.48
Securitized 5.08
Floating-Rate Loans 4.84
Preferreds 0.00
Total 100.00

Portfolio Statisticsas of Oct 31, 2016

Number of Issuers 82
Number of Holdings 97
Effective Duration 4.94 yrs.
Average Coupon 4.93%
Average Maturity 11.84 yrs.
Average Price $80.37

Credit Quality (%)7as of Oct 31, 2016

AAA 13.92
AA 3.49
A 5.95
BBB 26.54
BB 12.62
B 10.35
CCC or Lower 7.18
Not Rated 2.11
Equity 6.48
Cash 11.37
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.

Maturity Distribution (%)8as of Oct 31, 2016

Less Than 1 Year 0.00
1 To 3 Years 14.88
3 To 5 Years 28.45
5 To 10 Years 20.41
10 To 20 Years 8.38
20 To 30 Years 21.63
More Than 30 Years 6.25
Total 100.00

Currency Exposure (%)7as of Oct 31, 2016

United States Dollar 72.13
Canadian Dollar 7.03
Australian Dollar 5.31
New Zealand Dollar 4.33
Mexican Peso 3.86
Brazilian Real 2.41
Indonesian Rupiah 2.38
Indian Rupee 2.27
Colombian Peso 0.28
Euro 0.00

Assets by Country (%)9as of Oct 31, 2016

United States 67.25
Canada 9.98
Brazil 6.90
Mexico 4.42
Australia 3.49
Colombia 2.98
Peru 1.08
Ecuador 1.01
Norway 1.00
Other 1.89

Fund Holdings7,10as of Oct 31, 2016

Holding Coupon Rate Maturity Date % of Net Assets
EV Cash Reserves Fund LLC 0.00% 11.24%
Canada Housing Trust No 1 1.25% 06/15/2021 2.87%
Chesapeake Energy Corp 5.75% 2.61%
Brazil Notas do Tesouro Nacional Serie F 10.00% 01/01/2021 2.42%
Petrobras Global Finance BV 5.63% 05/20/2043 2.39%
CalAtlantic Group Inc 1.25% 08/01/2032 2.34%
Queensland Treasury Corp 5.50% 06/21/2021 2.30%
Ensco PLC 5.20% 03/15/2025 2.29%
Canadian Government Bond 0.75% 03/01/2021 2.10%
Canada Housing Trust No 1 3.80% 06/15/2021 2.09%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund and may also invest directly. References to investments are to the aggregate holdings of the Fund and the Portfolio.

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. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. 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. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. 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. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. 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

Market conditions were largely favorable for risk assets in the third quarter, as central banks worldwide remained accommodative. Despite concerns that the U.K. referendum to leave the European Union would pressure the global markets, most major asset classes had positive returns for July. The largest positive catalyst came early in the month after the June U.S. payrolls data showed that the U.S. economy added a much stronger-than anticipated number of jobs. This upside surprise eased many worries that the U.S. labor market was taking a turn for the worse.

The Bank of England surprised markets in August with a stronger-than-expected policy response to Brexit by cutting rates by 25 basis points to 0.25% and announcing that it would purchase 60 billion pounds of U.K. gilts over the next six months and 10 billion pounds of corporate bonds over the next 18 months. BOE governor Mark Carney said that the central bank could cut rates again, if necessary.

In September, with inflation stubbornly below its 2% target, the Bank of Japan announced policy steps aimed at steepening the yield curve in Japanese bonds to help the banking sector. Markets became temporarily unsettled in mid-September when Federal Reserve Bank of Boston President Eric Rosengren said there is a reasonable case for the Fed to gradually raise rates. This quickly reversed when the Fed remained on hold at its late September meeting.

For the quarter, the Bloomberg Barclays U.S. Aggregate Index11 returned 0.46%. The high-yield market continued to rally, and the BofA Merrill Lynch U.S. High Yield Index12 returned 5.49% for the period. U.S. equities had a positive performance for the quarter; the S&P 500 Index13 returned 3.85% for the period. Commodities, as measured by the Bloomberg Commodity Index Total Return,14 returned -3.86% for the quarter, reversing strength in the second quarter. Oil prices began and ended the three-month period near the $48 per barrel level, which was low by historic averages but well above the mid-$20s bottom seen in February.

Performance Summary 

Eaton Vance Multisector Income Fund (the Fund) outperformed its benchmark, the Bloomberg Barclays U.S. Government/Corporate Bond Index (the Index),2 at net asset value (NAV) for the quarter.

  • The Fund's allocation to high-yield credit, convertibles and investment-grade debt contributed the most to performance relative to the Index during the quarter.
  • A cash position detracted from the Fund's performance relative to the Index.
  • Security selection among investment-grade credit and high-yield bonds aided the Fund's performance relative to the Index.

Historical Returns (%)as of Sep 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
Fund at NAV 1.22 6.29 18.40 13.67 2.11 3.14
Fund w/Max Sales Charge -3.57 1.24 12.74 8.26 0.48 1.77
Bloomberg Barclays U.S. Government/Credit Bond Index2 -0.19 0.40 6.66 5.86 4.21 3.23 3.01
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: 4.75%.

Fund Factsas of Sep 30, 2016

Class A Inception 01/31/2013
Expense Ratio3 0.95%

Contributors 

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

  • The Fund's allocation to high-yield credit, convertibles and investment-grade debt contributed the most to performance relative to the Index during the quarter.
  • Security selection among investment-grade credit and high-yield bonds aided the Fund's performance relative to the Index.
  • Exposure to the Australian dollar and New Zealand dollar benefited Fund performance relative to the Index.

Detractors 

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

  • A high cash position detracted from Fund performance relative to the Index.
  • Exposure to the Mexican peso and Canadian dollar hurt Fund performance relative to the Index.

Investment Outlook And Fund Positioning 

Management believes the markets remain in an extended period of transition. Current volatility associated with central bank policy and uncertainty over elections globally both are contributing to unease. We think investors should keep an eye toward increasing inflation and watch for the signs that fiscal spending and reform are picking up while being nimble in navigating risks and capitalizing on volatility.

To us, uncertainty may continue to reign over the market for the remainder of 2016. We think concerns over global growth will remain the driving force behind markets. But with monetary policy reaching the end of its effectiveness to spur growth, a solution to the lack of growth and the inability for it to flow through to the populace is a real rise in income from higher wages. We believe sectors that will outperform as growth and inflation expectations change will be cyclical, commodity-related and those that benefit from a weaker U.S. dollar.

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

Canada Housing Trust 2.86
Brazil Notas do Tesouro Nacional Serie F 2.33
Chesapeake 2.29
Standard Pacific Corp. 2.28
Queensland Treasury Corp 2.27
Petrobras Global Finance BV 2.23
Seagate HDD Cayman 2.11
Canadian Government 2.09
Canada Housing Trust 2.08
ENSCO International Inc 1.99
Total 22.53

Credit Quality (%)7as of Sep 30, 2016

AAA 13.57
AA 3.38
A 6.12
BBB 25.16
BB 11.89
B 10.44
CCC or Lower 6.74
Not Rated 2.42
Equity 6.53
Cash 13.75
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 an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund and may also invest directly. References to investments are to the aggregate holdings of the Fund and the Portfolio.

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. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. 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. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. 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. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. 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

Attribution available in Fund Literature tab.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund primarily invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund and may also invest directly. References to investments are to the aggregate holdings of the Fund and the Portfolio.

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. Investments rated below investment grade (typically referred to as "junk") are generally subject to greater price volatility and illiquidity than higher-rated investments. 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. In emerging countries, these risks may be more significant. As interest rates rise, the value of certain income investments is likely to decline. Bank loans are subject to prepayment risk. 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. Convertible securities may react to changes in the value of the common stock into which they convert, and are thus subject to the risks of investing in equities. When interest rates rise, the value of preferred stocks and other hybrid securities will generally decline. Fund performance is sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. The Fund's returns are expected to be more volatile than those of its benchmark. 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
Kathleen C. Gaffney, CFA

Kathleen C. Gaffney, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2012

Kathleen Gaffney is a vice president of Eaton Vance Management, co-director of investment-grade fixed income and lead portfolio manager for Eaton Vance’s multisector bond strategies. She is responsible for buy and sell decisions and portfolio construction. She joined Eaton Vance in 2012.

Kathleen began her career in the investment management industry in 1984. Before joining Eaton Vance, Kathleen was a vice president of Loomis, Sayles & Company and portfolio manager for its fixed-income group, managing a variety of mutual funds and institutional strategies.

Kathleen earned a B.A. from the University of Massachusetts, Amherst. She is a CFA charterholder. Her commentary has appeared in The Wall Street Journal, the Financial Times, Institutional Investor, Bloomberg and The New York Times, among other outlets. She has made appearances on Bloomberg TV, Bloomberg Radio and CNBC.

Education
  • B.A. University of Massachusetts, Amherst

Experience
  • Managed Fund since inception

Other funds managed
 
Biography
Henry Peabody, CFA

Henry Peabody, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2013

Henry Peabody is a vice president of Eaton Vance Management and portfolio manager for Eaton Vance’s multisector bond strategies. He is also a credit analyst with Eaton Vance’s investment-grade fixed-income team, supporting core investment-grade, cash management and multisector products. He joined Eaton Vance in 2013.

Henry began his career in the investment management industry in 2001. Before joining Eaton Vance, he was a credit analyst with Merganser Capital Management. He was previously affiliated with Emerson Investment Management.

Henry earned a B.A. from Trinity College and an MBA from the Carroll School of Management at Boston College. He is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.A. Trinity College
  • M.B.A. Boston College

Experience
  • Managed Fund since 2014

 

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: Oct 31, 2015

Full Prospectus

Download - Last updated: Mar 1, 2016

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

Download

Eaton Vance Launches New Eaton Vance Bond Fund with Lead Manager Kathleen Gaffney, CFA

Download - Last updated: Jan 31, 2013

SAI

Download - Last updated: Mar 1, 2016

Semi-Annual Report

Download - Last updated: Apr 30, 2016

Summary Prospectus

Download - Last updated: Jul 18, 2016

XBRL

Download - Last updated: Mar 17, 2016