Eaton vance concentrated stock fund
[PDF File]Mutual Funds at Merrill Lynch
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Merrill Lynch offers a comprehensive range of mutual fund investment options that include more than 5,400 funds from 270 mutual fund companies. This competitive offering is supported by proprietary analysis and professional advice to help investors select the most appropriate funds for their investment strategy. Mutual Funds at Merrill Lynch
Eaton Vance International (IRL) Global Macro Fund
Fund share values are sensitive to stock market volatility, adverse market, economic, political, regulatory, geopolitical and other conditions. ... value may fluctuate more than that of a less concentrated fund. Investments rated below investment grade (typically referred to as “junk”) are generally subject ... Joined Eaton Vance 2006 ...
[PDF File]FUND WATCH // OCTOBER 3, 2019 For This Stock Fund, a ...
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For This Stock Fund, a Focused Approach Pays Off ... Eaton Vance Atlanta Cap Foc Gr A 3. Calvert Equity A 4.TCW New America Premier Eq N 5. Eaton Vance Atlanta Cap Sel Eq A 6. Marshfield Concentrated Opp@ 7. Artisan Thematic Investor 8. Meridian Enhanced Equity A 9. MFS Massachusetts Inv Gr Stk A 10. Principal Blue A Symbol
Advanced Investing
To Shareholders and Friends of Eaton Vance: As featured on the cover of this report, Eaton Vance introduced new branding in fiscal 2018 around the theme “Advanced Investing.” Although the phraseology is new, our focus on serving the evolving needs of sophisticated, forward-thinking investors is …
[PDF File]Eaton Vance Atlanta Capital SMID-Cap Fund
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Eaton Vance Atlanta Capital SMID-Cap Fund ... period, at least $50,000 in Eaton Vance Funds. Certain financial intermediaries also may offer variations in Fund sales charges to ... If the stock market declines in value, the value of the Fund’s equity securities will also likely decline. Although prices can rebound, there is no assurance that ...
Eaton Vance Floating-Rate 2022 Target Term Trust
Eaton Vance Floating-Rate 2022 Target Term Trust (“Trust”) has an investment objective of returning original NAV to holders of common shares of beneficial interest (“Common Shares”) on or about the Termination Date, the Trust may not be successful in achieving this objective.
[PDF File]2014 Annual Report - Eaton Vance
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concentrated in the retail channel, and Bond Fund in particular. We introduced a version of Bond Fund for the variable annuity market late in fiscal 2014 and a related strategy, Eaton Vance Bond Fund II, shortly after fiscal year-end. In fiscal 2015, we expect to begin funding multi-sector income separate
[PDF File]Parametric Portfolio Associates LLC GIMA Status: Approved ...
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• Eaton Vance’s corporate bond strategies are built on the belief that stable long-term returns are achieved through bottom-up, credit research and issuer diversification. RISK CONSIDERATIONS Investing in securities entails risks, including: Equity portfolios are subject to the basic stock …
[PDF File]Eaton Vance Stock Fund
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Eaton Vance Stock Fund Class /Ticker A / EAERX C / ECERX I / EIERX ... period, at least $50,000 in Eaton Vance funds. Certain financial intermediaries also may offer variations in Fund sales charges to ... concentrated in particular geographic regions or property types. ...
Media Contact: Eaton Vance Announces Launch of …
Eaton Vance Announces Launch of Investment Tax Calculator BOSTON, April 4, 2019 – Eaton Vance Corp. (NYSE: ... to evaluate the tax consequences of selling concentrated stock positions, taking into ... Before investing in a mutual fund, you should consider carefully the fund’s investment objectives, risks, charges and expenses. ...
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