Overview

The Fund has not paid a capital gain since its inception.1

Tax-managed equity investing can help cushion the effect of future increases in income tax and capital gains rates.

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
08/31/2016
Fund at NAV 0.21 3.74 5.09 10.24 11.25 13.49 6.56
Fund w/Max Sales Charge -5.54 -2.21 -0.96 3.90 9.06 12.17 5.93
Return After Taxes on Dist w/Max Sales Charge 3.67 8.83 11.95 5.73
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 2.38 7.02 9.72 4.76
S&P 500 Index2 0.14 4.10 7.82 12.55 12.29 14.67 7.50
06/30/2016
Fund at NAV -0.56 1.48 0.73 1.33 10.46 10.78 6.30
Fund w/Max Sales Charge -6.26 -4.35 -5.06 -4.48 8.30 9.49 5.67
Return After Taxes on Dist w/Max Sales Charge -4.69 8.07 9.27 5.48
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge -2.36 6.43 7.52 4.55
S&P 500 Index2 0.26 2.46 3.84 3.99 11.64 12.09 7.42
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. After-tax returns are calculated using certain assumptions, including using the highest historical individual federal income tax rates, and do not reflect the impact of state/local taxes. Actual after-tax returns depend on a shareholder's tax situation and the actual characterization of distributions and may differ from those shown. After-tax returns are not relevant to shareholders who hold shares in tax-deferred accounts or shares held by nontaxable entities. Return After Taxes on Distributions may be the same as Return Before Taxes for the same period because no taxable distributions were made during that period. Return After Taxes on Distributions and Sale of Fund Shares may be greater than or equal to Return After Taxes on Distributions for the same period because of losses realized on the sale of Fund shares. Before-tax and after-tax returns for other classes of shares offered by the Fund are different. Max Sales Charge: 5.75%.

Fund Factsas of Aug 31, 2016

Class A Inception 02/28/2001
Performance Inception 03/29/1966
Investment Objective Long-term, after-tax return
Total Net Assets3 $2.9B
Minimum Investment $1000
Expense Ratio4 0.97%
CUSIP 277911483

Top 10 Holdings (%)5,6as of Aug 31, 2016

Apple Inc
Facebook Inc
Exxon Mobil Corp
Amazon.com Inc
Wells Fargo & Co
NIKE Inc
Intel Corp
Alphabet Inc - CL C
Johnson & Johnson
JPMorgan Chase & Co
Total 22.61

Portfolio Management

Lewis R. Piantedosi Managed Fund since 2006
Yana S. Barton, CFA Managed Fund since 2008
Michael A. Allison, CFA Managed Fund since 2008

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

About Risk 

Fund performance is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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. 10 Yrs.
08/31/2016
Fund at NAV 0.21 3.74 5.09 10.24 11.25 13.49 6.56
Fund w/Max Sales Charge -5.54 -2.21 -0.96 3.90 9.06 12.17 5.93
Return After Taxes on Dist w/Max Sales Charge 3.67 8.83 11.95 5.73
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge 2.38 7.02 9.72 4.76
S&P 500 Index2 0.14 4.10 7.82 12.55 12.29 14.67 7.50
Morningstar™ Large Blend Category7 0.18 3.59 6.09 8.76 10.00 12.89 6.61
06/30/2016
Fund at NAV -0.56 1.48 0.73 1.33 10.46 10.78 6.30
Fund w/Max Sales Charge -6.26 -4.35 -5.06 -4.48 8.30 9.49 5.67
Return After Taxes on Dist w/Max Sales Charge -4.69 8.07 9.27 5.48
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge -2.36 6.43 7.52 4.55
S&P 500 Index2 0.26 2.46 3.84 3.99 11.64 12.09 7.42
Morningstar™ Large Blend Category7 -0.24 1.76 2.16 -0.02 9.43 10.10 6.41
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. After-tax returns are calculated using certain assumptions, including using the highest historical individual federal income tax rates, and do not reflect the impact of state/local taxes. Actual after-tax returns depend on a shareholder's tax situation and the actual characterization of distributions and may differ from those shown. After-tax returns are not relevant to shareholders who hold shares in tax-deferred accounts or shares held by nontaxable entities. Return After Taxes on Distributions may be the same as Return Before Taxes for the same period because no taxable distributions were made during that period. Return After Taxes on Distributions and Sale of Fund Shares may be greater than or equal to Return After Taxes on Distributions for the same period because of losses realized on the sale of Fund shares. Before-tax and after-tax returns for other classes of shares offered by the Fund are different. Max Sales Charge: 5.75%.

Calendar Year Returns (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 13.07 4.13 -33.10 22.59 12.15 0.20 14.87 31.76 12.10 2.03
S&P 500 Index2 15.79 5.49 -37.00 26.46 15.06 2.11 16.00 32.39 13.69 1.38

Fund Facts

Expense Ratio4 0.97%
Class A Inception 02/28/2001
Performance Inception 03/29/1966
Distribution Frequency Annually

Risk Measures (3 Year)8as of Aug 31, 2016

Alpha (%) -1.02
Beta 1.01
R-Squared (%) 98.45
Standard Deviation (%) 11.06
Sharpe Ratio 1.01

Morningstar™ Ratingsas of Aug 31, 2016

Time Period Rating Rating (Load Waived) Funds in
Large Blend
Category
Overall *** *** 1395
3 Years ** **** 1395
5 Years *** *** 1213
10 Years *** *** 902
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.

© 2016 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
Sep 23, 2016 $18.49 -$0.12
Sep 22, 2016 $18.61 $0.10
Sep 21, 2016 $18.51 $0.18
Sep 20, 2016 $18.33 $0.03
Sep 19, 2016 $18.30 -$0.02
Sep 16, 2016 $18.32 -$0.08
Sep 15, 2016 $18.40 $0.18
Sep 14, 2016 $18.22 -$0.01
Sep 13, 2016 $18.23 -$0.25
Sep 12, 2016 $18.48 $0.25
View All

Distribution History9

Ex-Date Distribution Reinvest NAV
Dec 17, 2015 $0.16540 $17.71
Dec 19, 2014 $0.15730 $17.60
Dec 19, 2013 $0.13760 $15.39
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 History9

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

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

About Risk 

Fund performance is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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 (%)6,10as of Aug 31, 2016

U.S. Common Stocks 95.32
Foreign Common Stocks 2.84
Cash 1.83
Total 100.00

Portfolio Statisticsas of Aug 31, 2016

Average Market Cap $167.1B
Price/Earnings Ratio 18.63
Number of Issuers 425
Price/Book Ratio 3.21
Last Capital Gain Date Never

GICS Sector Breakdown (%)6as of Aug 31, 2016

Sector Fund S&P 500 Index2
Consumer Discretionary 14.96 12.22
Consumer Staples 10.48 10.05
Energy 6.46 7.01
Financials 16.16 13.24
Health Care 14.20 14.63
Industrials 10.27 9.95
Information Technology 22.91 20.99
Materials 2.05 2.92
Real Estate 0.05 3.09
Telecom Services 0.45 2.66
Utilities 0.18 3.24
Cash 1.83 0.00

Fund Holdings (%)6,11as of Jul 31, 2016

Holding % of Net Assets
Apple Inc 3.02%
Facebook Inc 2.66%
Exxon Mobil Corp 2.44%
Amazon.com Inc 2.18%
Johnson & Johnson 2.09%
Alphabet Inc - CL C 2.05%
NIKE Inc 2.02%
Intel Corp 2.02%
Wells Fargo & Co 1.98%
Alphabet Inc - CL A 1.93%
View All

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

About Risk 

Fund performance is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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

Turmoil following Britain's vote to exit the European Union left major global equity markets with mixed results for the second quarter of 2016.
The outcome of the June 23 "Brexit" vote sent stocks into a two-day tailspin. However, the market's subsequent rebound regained much of the lost ground, leaving some indexes in the black for the three-month period. The British referendum capped a quarter marked by rising stock market volatility, as a range of economic and geopolitical factors had investors on edge. By quarter-end, the yield on the 10-year U.S. Treasury had fallen below 1.5% amid many investors' flight to quality assets.

U.S. stocks advanced early in the period on positive economic news, including strong retail sales, job market gains and higher energy prices. The continued slow-but-steady economic growth led to expectations that the U.S. Federal Reserve (Fed) would likely raise interest rates at its June meeting. But, after a disappointing May jobs report, the Fed left rates unchanged amid new doubts about the health of the economy. U.S. stocks mounted a brief recovery in the days following the Fed announcement, only to fall sharply in the wake of the Brexit vote.

For the full three-month period, the Dow Jones Industrial Average12 recorded a 2.07% gain, while the broader S&P 500 Index,2 advanced 2.46%. The technology-laden NASDAQ Composite Index13 fell 0.56%. In general, small-cap U.S. stocks outperformed their large-cap counterparts during the quarter.

Globally, Brexit loomed over equity markets in the months leading up to the June 23 vote and continued to dominate investor concerns in the aftermath of the referendum. European stocks, which rose early in the period, suffered heavier post-Brexit losses than U.S. shares, fueling a 1.46% decline in the MSCI EAFE Index14 of developed-market international equities. By contrast, China's post-Brexit stock market losses were relatively moderate.

Performance Summary 

Eaton Vance Tax-Managed Growth Fund 1.2 (the Fund) underperformed its benchmark, the S&P 500 Index (the Index), for the quarter ended June 30, 2016 returning 1.53% for Class I shares at net asset value versus the Index's 2.46% return.

  • The Fund's underperformance relative to the Index was due primarily to sector and allocation. Stock selection also detracted from Fund performance versus the Index.
  • The top-performing economic sectors in the Index were Energy, Telecommunication Services and Utilities. Energy's outperformance was largely due to increases in oil prices, as they were up significantly during the three-month period. Telecommunication Services and Utilities both benefitted from falling yields across much of global fixed income. Meanwhile, the weakest-performing Index sectors were Information Technology and Consumer Discretionary.
  • Of the 10 economic sectors in the Index, eight posted positive returns for the quarter. The Fund also had positive returns in eight sectors.

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV -0.56 1.48 0.73 1.33 10.46 10.78 6.30
Fund w/Max Sales Charge -6.26 -4.35 -5.06 -4.48 8.30 9.49 5.67
Return After Taxes on Dist w/Max Sales Charge -4.69 8.07 9.27 5.48
Return After Taxes on Dist & Sales of Fund Shares w/Max Sales Charge -2.36 6.43 7.52 4.55
S&P 500 Index2 0.26 2.46 3.84 3.99 11.64 12.09 7.42
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. After-tax returns are calculated using certain assumptions, including using the highest historical individual federal income tax rates, and do not reflect the impact of state/local taxes. Actual after-tax returns depend on a shareholder's tax situation and the actual characterization of distributions and may differ from those shown. After-tax returns are not relevant to shareholders who hold shares in tax-deferred accounts or shares held by nontaxable entities. Return After Taxes on Distributions may be the same as Return Before Taxes for the same period because no taxable distributions were made during that period. Return After Taxes on Distributions and Sale of Fund Shares may be greater than or equal to Return After Taxes on Distributions for the same period because of losses realized on the sale of Fund shares. Before-tax and after-tax returns for other classes of shares offered by the Fund are different. Max Sales Charge: 5.75%.

Fund Factsas of Jun 30, 2016

Class A Inception 02/28/2001
Performance Inception 03/29/1966
Expense Ratio4 0.97%

Contributors 

Industrials were the Fund's top-performing sector versus the Index, thanks to stock selection. Stock selection in the Materials sector also contributed to the Fund's relative performance, overcoming an adverse sector underweight.

  • At the individual stock level, the Fund's underweight positions in Microsoft Corporation and Delta Air Lines Inc. contributed to the Fund's relative performance, as both stocks underperformed.
  • An overweight position in Linkedin Corporation also contributed to relative Fund performance. The professional social network was bought by Microsoft for a large premium. Its shares rose sharply following the announcement.
  • In addition, Amazon.com Inc. boosted the Fund's relative performance versus the Index. The online retailer reported strong earnings and top line growth, exceeding market expectations and driving the stock's performance for the quarter.

Detractors 

Consumer Staples and Financials were the Fund's weakest sectors versus the Index in the quarter, due to stock selection within the sectors. Similarly, underweights in the Utilities and Telecommunication Services sectors detracted from relative Fund performance versus the Index.

  • At the individual stock level, Nike Inc. was the Fund's biggest performance detractor for the period. Despite beating earnings expectations for the quarter, the athletic apparel and footwear leader missed expectations on revenues. Its shares fell after the announcement.
  • A position in Sprouts Farmers Markets also detracted from relative Fund performance versus the Index. Although the organic grocer generated same store sales growth, the company reported weaker than expected revenue for the quarter.
  • An underweight position in telecommunications company, AT&T Inc., hurt relative Fund results in the period.

Investment Outlook And Fund Positioning 

Given the political and economic uncertainties raised by the Brexit vote, investors should expect continued market turbulence in the coming months.

Many observers view the U.S. economy as relatively well-positioned to weather the potential storm due to its large size and relatively small trade exposure to Britain. In addition, the market turmoil following the Brexit vote appears to have reduced the likelihood of a Fed interest-rate hike in the near term.

Overseas, investors will closely monitor the British economy for a widely predicted slowdown. Many eurozone nations, particularly those with weaker economies, may also be hurt by Brexit fallout. In China, the government's ability to hold the yuan steady against the dollar and other rising currencies is likely to impact the country's stock market performance in the short term.

Top 10 Holdings (%)5,6as of Jun 30, 2016

Apple Inc 2.87
Exxon Mobil Corp 2.66
Facebook Inc 2.54
NIKE Inc 2.17
Amazon.com Inc 2.13
Johnson & Johnson 2.10
Wells Fargo & Co 2.02
Intel Corp 1.97
Alphabet Inc - CL C 1.91
Walt Disney Co 1.88
Total 22.24

The views expressed in this report are those of portfolio manager(s) and are current only through the date stated at the top of this page. These views are subject to change at any time based upon market or other conditions, and Eaton Vance disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Eaton Vance fund. This commentary may contain statements that are not historical facts, referred to as "forward looking statements". The Fund's actual future results may differ significantly from those stated in any forward-looking statement, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of investment advisory, administrative and service contracts, and other risks discussed from time to time in the Fund's filings with the Securities and Exchange Commission.

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

About Risk 

Fund performance is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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 invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund performance is sensitive to stock market volatility. Investments in foreign instruments or currencies can involve greater risk and volatility than U.S. investments because of adverse market, economic, political, regulatory, geopolitical or other conditions. Market conditions may limit the ability to generate tax losses or to generate dividend income taxed at favorable tax rates. The Fund's ability to utilize various tax-managed techniques may be curtailed or eliminated in the future by tax legislation or regulation. 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
Lewis R. Piantedosi

Lewis R. Piantedosi

Vice President, Eaton Vance Management
Joined Eaton Vance 1999

Lewis Piantedosi is a vice president of Eaton Vance Management, portfolio manager and team leader of Eaton Vance’s growth team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s growth equity strategies. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 1993.

Lew began his career in the investment management industry with Eaton Vance, where he worked for three years. He then served as partner, portfolio manager and equity analyst with Freedom Capital Management for another three years before rejoining Eaton Vance in 1999.

Lew earned a B.A. from Framingham State College and an MBA from Bentley University.

Education
  • B.A. Framingham State College
  • M.B.A McCallum Graduate School of Business, Bentley College
Experience
  • Managed Fund since 2006
Biography
Yana S. Barton, CFA

Yana S. Barton, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 1997

Yana Barton is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s growth team. She is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s growth equity strategies. She is a member of the firm’s Equity Strategy Committee. She began her career in the investment management industry with Eaton Vance in 1997.

Yana earned a B.S. from the University of Florida. She is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.S.B.A., The University of Florida
Experience
  • Managed Fund since 2008
Biography
Michael A. Allison, CFA

Michael A. Allison, CFA

Vice President, Eaton Vance Management
Joined Eaton Vance 2000

Michael Allison is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is responsible for buy and sell decisions, portfolio construction and risk management for a number of the firm’s global core equity strategies. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2000.

Mike began his career in the investment management industry in 1988. Before joining Eaton Vance, Mike was an equity analyst for Schroder Investment Management North America Inc. He was also affiliated with Fleet Investment Advisors and Phoenix Home Life Mutual Fund Insurance Co.

Mike earned a B.S.B.A. from the University of Denver. He is a member of the Boston Security Analysts Society and is a CFA charterholder.

Education
  • B.S.B.A., The University of Denver
Experience
  • Managed Fund since 2008

Literature

Literature

Fact Sheet

Download - Last updated: Jun 30, 2016

Commentary

Download - Last updated: Jun 30, 2016

Annual Report

Download - Last updated: Dec 31, 2015

Full Prospectus

Download - Last updated: May 1, 2016

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

Download

SAI

Download - Last updated: May 1, 2016

Think Performance Think Eaton Vance

Download - Last updated: Jun 30, 2016

Semi-Annual Report

Download - Last updated: Jun 30, 2016

Summary Prospectus

Download - Last updated: May 1, 2016

XBRL

Download - Last updated: May 12, 2016