Overview

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

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
07/31/2016
Fund at NAV 3.07 4.28 14.81 -0.34 1.63 2.38
Fund w/Max Sales Charge -1.83 -0.71 9.32 -5.08 -0.01 0.96
Barclays U.S. Government/Credit Bond Index2 0.80 3.00 7.08 6.78 4.40 3.87 3.27
06/30/2016
Fund at NAV 3.75 6.74 11.39 -6.48 1.33 1.54
Fund w/Max Sales Charge -1.14 1.70 6.06 -10.93 -0.31 0.10
Barclays U.S. Government/Credit Bond Index2 2.20 2.67 6.23 6.70 4.20 4.11 3.11
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 Jul 31, 2016

Class A Inception 01/31/2013
Investment Objective Total return
Total Net Assets $659.2M
Minimum Investment $1000
Expense Ratio3 0.95%
CUSIP 277905246

Top 10 Issuers (%)4as of Jul 31, 2016

Canada Housing Trust No 1
Cliffs Natural Resources Inc
Seagate HDD Cayman
Teck Resources Ltd
CalAtlantic Group Inc
Freeport-McMoRan Inc
Queensland Treasury Corp
Brazil Notas do Tesouro Nacional Serie F
International Finance Corp
Ecopetrol SA
Total 24.44

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 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. 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 Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
07/31/2016
Fund at NAV 3.07 4.28 14.81 -0.34 1.63 2.38
Fund w/Max Sales Charge -1.83 -0.71 9.32 -5.08 -0.01 0.96
Barclays U.S. Government/Credit Bond Index2 0.80 3.00 7.08 6.78 4.40 3.87 3.27
Morningstar™ Multisector Bond Category5 1.59 2.95 6.70 3.82 3.62 4.08
06/30/2016
Fund at NAV 3.75 6.74 11.39 -6.48 1.33 1.54
Fund w/Max Sales Charge -1.14 1.70 6.06 -10.93 -0.31 0.10
Barclays U.S. Government/Credit Bond Index2 2.20 2.67 6.23 6.70 4.20 4.11 3.11
Morningstar™ Multisector Bond Category5 1.20 3.08 4.96 2.16 3.35 4.00
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
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 Information6as of Jul 31, 2016

Distribution Rate at NAV 2.38%
SEC 30-day Yield 4.94%

NAV History

Date NAV NAV Change
Aug 24, 2016 $9.92 -$0.01
Aug 23, 2016 $9.93 $0.04
Aug 22, 2016 $9.89 $0.01
Aug 19, 2016 $9.88 -$0.03
Aug 18, 2016 $9.91 $0.03
Aug 17, 2016 $9.88 -$0.01
Aug 16, 2016 $9.89 $0.02
Aug 15, 2016 $9.87 $0.05
Aug 12, 2016 $9.82 $0.01
Aug 11, 2016 $9.81 $0.02
View All

Distribution History7

Ex-Date Distribution Reinvest NAV
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
Jan 28, 2016 $0.01930 $8.09
Dec 30, 2015 $0.05330 $8.56
Nov 27, 2015 $0.01940 $9.15
Oct 29, 2015 $0.01940 $9.35
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 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

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. 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 (%)4as of Jul 31, 2016

Investment Grade Credit 19.82
High Yield Credit 16.14
Cash/Reserves 15.41
Non-U.S. Dollar Bonds Developed Countries 15.36
Non-U.S. Dollar Bonds Emerging Markets 9.90
Convertibles 8.90
Equities 7.72
Floating-Rate Loans 4.41
Securitized 2.33
Preferreds 0.00
Total 100.00

Portfolio Statisticsas of Jul 31, 2016

Number of Issuers 82
Number of Holdings 95
Effective Duration 4.65 yrs.
Average Coupon 5.06%
Average Maturity 13.20 yrs.
Average Price $89.55

Credit Quality (%)4as of Jul 31, 2016

AAA 14.00
AA 3.17
A 4.17
BBB 23.86
BB 10.98
B 10.43
CCC or Lower 6.86
Not Rated 3.42
Equity 7.72
Cash 15.41
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 Jul 31, 2016

Less Than 1 Year 0.00
1 To 3 Years 15.87
3 To 5 Years 23.72
5 To 10 Years 17.45
10 To 20 Years 8.32
20 To 30 Years 31.72
More Than 30 Years 2.91
Total 100.00

Currency Exposure (%)as of Jul 31, 2016

United States Dollar 74.74
Canadian Dollar 6.56
Australian Dollar 4.80
New Zealand Dollar 3.99
Mexican Peso 3.51
Indonesian Rupiah 2.09
Brazilian Real 2.05
Indian Rupee 2.02
Colombian Peso 0.24
Euro 0.00

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

United States 66.89
Canada 10.45
Brazil 5.72
Australia 3.93
Mexico 3.51
Colombia 2.87
Peru 1.76
Ecuador 1.36
Germany 1.26
Other 2.24

Fund Holdings4,10as of Jun 30, 2016

Holding Coupon Rate Maturity Date % of Net Assets
EV Cash Reserves Fund 0.12% 06/30/2016 8.47%
Canada Housing Trust No 1 1.25% 06/15/2021 2.84%
Rowan Cos Inc 5.40% 12/01/2042 2.59%
Chart Industries Inc 2.00% 08/01/2018 2.45%
Jefferies Group LLC 6.50% 01/20/2043 2.42%
CalAtlantic Group Inc 1.25% 08/01/2032 2.31%
Brazil Notas do Tesouro Nacional Serie F 10.00% 01/01/2021 2.25%
Seagate HDD Cayman 2.17%
Queensland Treasury Corp 5.50% 06/21/2021 2.14%
Canadian Government Bond 0.75% 03/01/2021 2.08%
View All

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. 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 Jun 30, 2016

The rally in risk assets spilled over into the second quarter, as the combination of higher oil prices, a weaker U.S. dollar, and stability in economic data resulted in a generally positive investor mood during April. The Federal Reserve left rates unchanged on April 27, as was widely expected. The Fed's latest statement did tone down recent dovish rhetoric over global risks. Similarly, the European Central Bank (ECB) left rates unchanged in late April. On the other hand, the Bank of Japan (BOJ) surprised markets by not easing further to help weaken the yen.

Similarly, May was largely a positive month for risk assets, as markets took their cue from an increasingly hawkish narrative from the Federal Reserve following stronger U.S. economic data. While the U.S. dollar strengthened, the price of crude oil rose to a 6-month high, with WTI crude prices briefly breaking through $50 per barrel. U.S. equity prices and Treasury yields rose, corporate credit spreads tightened and emerging markets experienced some weakness.

June was bookended by a weak U.S. payrolls report at the beginning of the month – which signaled caution to some investors – and a U.K. referendum that resulted in a nonbinding vote to leave the European Union, the so-called Brexit. Financial markets had largely priced in a "remain" vote, so the unexpected result brought with it volatility. In the immediate aftermath of the results, the British pound weakened substantially versus the U.S. dollar, global equity prices sold off and credit spreads widened. By the end of the quarter, though, most global indices and credit markets had made up for the Brexit losses.

For the quarter, U.S. Treasury yields fell during the quarter, driving gains across the domestic bond market. As a result, the Barclays U.S. Aggregate Index rose 2.21%. The high-yield market continued to rally, with the BofA Merrill Lynch U.S. High Yield Index11 returning 5.88% for the period. U.S. equities had a positive performance for the quarter, with the S&P 500 Index12 returned 2.46% for the period. Commodities, as measured by the Bloomberg Commodity Index Total Return13, returned 12.78% for the quarter.

Performance Summary 

Eaton Vance Multisector Income Fund (the Fund) outperformed its benchmark, the Barclays U.S. Government/Corporate Bond Index2 (the Index), at net asset value (NAV) for the quarter.

  • The Fund's allocation to equities, high-yield debt, U.S. Treasurys and convertibles contributed the most to performance relative to the Index during the quarter.
  • Exposure to currencies detracted from the Fund's performance relative to the Index, primarily due to the Mexican peso and Australian dollar.
  • Security selection among investment-grade credit and high-yield bonds aided the Fund's performance relative to the Index.

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. Life of Fund
Fund at NAV 3.75 6.74 11.39 -6.48 1.33 1.54
Fund w/Max Sales Charge -1.14 1.70 6.06 -10.93 -0.31 0.10
Barclays U.S. Government/Credit Bond Index2 2.20 2.67 6.23 6.70 4.20 4.11 3.11
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 Jun 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:

  • Investment-grade credit and equities related to certain metals & mining and oil & gas companies provided the biggest lift to overall performance for the quarter.
  • The Fund's exposure to U.S. Treasurys during the period helped performance, as these securities gained ground in June as investors moved to safe haven areas of the market.

Detractors 

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

  • Exposure to the Mexican peso hurt Fund performance relative to the Index. The peso fell sharply in May versus other global currencies due to concerns over growth.
  • Domestic homebuilder convertible bonds also detracted from Fund performance relative to the Index due to downbeat housing data released during the quarter.

Investment Outlook And Fund Positioning 

Management believes the markets remain in an extended period of transition. Current volatility associated with central bank policy and the growth in anti-establishment politics globally 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 during the summer months. 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 think Brexit is a proof statement that politics and policy will need to move more decisively toward a real and durable solution. 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.

Credit Quality (%)4as of Jun 30, 2016

AAA 13.52
AA 4.19
A 3.75
BBB 28.84
BB 7.36
B 12.54
CCC or Lower 6.73
Not Rated 4.47
Equity 10.14
Cash 8.48
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. 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 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. 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

Commentary

Attribution

Annual Report

Full Prospectus

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

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

SAI

Semi-Annual Report

Summary Prospectus

XBRL


 

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