Eaton vance mutual funds

    • [PDF File]In Re Eaton Vance Mutual Funds Fee Litigation 04-CV-1144 ...

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      The Eaton Vance Funds 21 . Nominal defendants the Eaton Vance Funds ("Eaton Vance Funds"), as identified in the list annexed hereto as Exhibit A, are series of various Eaton Vance business trusts organized under the laws of the State of Massachusetts . Each trust has a board of trustees responsible for the trust's administration .

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    • [PDF File]Eaton Vance Corp.

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      Eaton Vance Corp. Overview Calvert, Eaton Vance and Parametric U.S. mutual funds with one or more share classes (including loadwaived A) rated four or five stars as of - July 31, 2019. Source: Morningstar, Inc. Past performance is no guarantee of future results.

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    • Eaton Vance | Eaton Vance

      Eaton Vance sponsors a broad lineup of mutual funds, closed-end funds and separately managed accounts that serve the unique needs of individual and institutional investors.

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    • [PDF File]Eaton Vance Large-Cap Value Fund - Retirement Plans

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      ƒMorningstar Risk evaluates a mutual fund’s downside volatility relative to that of other funds in its Morningstar Category. It is an assessment of the variations in a fund’s monthly returns, with an emphasis on downside variations, in comparison with the mutual funds in its Morningstar Category. In each Morningstar Category, the 10% of

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    • Eaton Vance Mutual Funds Non-Retirement Account Re ...

      6 | Eaton Vance Mutual Funds Non-Retirement Account Re-Registration Authorization Form Part 10: Funds to Invest In Before investing, investors should consider carefully the investment objectives, risks, charges and expenses of a mutual fund.

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    • [PDF File]Eaton Vance Management - lfg

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      Eaton Vance Management (“Eaton Vance”) is a leading provider of investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.. Eaton Vance and its predecessor organizations have been providing investment advice since 1924.

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    • [PDF File]Eaton Vance Dividend Builder Fund Eaton Vance Growth Fund ...

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      “Eaton Vance family of funds” means all registered investment companies advised or administered by Eaton Vance Management (“Eaton Vance”) or Boston Management and Research (“BMR”); “Eaton Vance funds” means the mutual funds advised by Eaton Vance or BMR; “Exchange” means the New York Stock Exchange; “FINRA” means the ...

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    • [PDF File]Eaton Vance Atlanta Capital SMID-Cap Fund Class A

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      Eaton Vance Atlanta Capital SMID-Cap Fund Class A A Mutual Fund Third Quarter 2019 Fund Fact Sheet Key Facts Investment Advisor Boston Management and Research Asset Class Mid Cap - Growth Primary Index Russell MidCap Growth Index Net Assets $1,770.3 Million Inception Date 11/28/2003 Ticker EAASX Gross Expense Ratio 1.16% Morningstar Category ...

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    • Eaton Vance Floating-Rate Funds

      Eaton Vance Senior Floating-Rate Trust (EFR) and Eaton Vance Floating-Rate Income Trust (EFT) slightly outperformed the Index at net asset value for the quarter, while Eaton Vance Floating-Rate Income Plus Fund (EFF) and Eaton Vance Senior Income Trust (EVF) …

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    • [PDF File]Eaton Vance Management - Morgan Stanley

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      Eaton Vance Management (“Eaton Vance”) is a leading provider of investment advice to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.. Eaton Vance and its predecessor organizations have been providing investment advice since 1924.

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