Eaton Vance Funds (13) 367 Familes, 1004 Interview Based Profiles

Eaton Vance Real Estate Fund

Investing in real estate offers three key advantages – non-correlated asset, inflation hedge and dividend yield. For three decades, Scott Craig, portfolio manager of the Eaton Vance Real Estate Fund, has been investing in commercial real estate with a focus on higher-quality companies with capable management teams and attractive valuations.

$50 million

Eaton Vance Richard Bernstein All Asset Strategy Fund

Funds invested across multiple asset classes have the potential to provide steadier returns than single-asset portfolios as long as they are truly diversified among non-correlated assets. Richard Bernstein explains how the key driver of performance in the Eaton Vance Richard Bernstein Asset Strategy Fund is asset allocation from a correlation perspective rather than security selection within each asset class.

$482 million

Eaton Vance Focused Growth Opportunities Fund

Large companies have multiple growth drivers that may not be visible or well appreciated by investors. Co-managers Lew Piantedosi and Yana Barton at the Eaton Vance Focused Growth Opportunities Fund look for a select few companies enjoying secular growth trends and offering favorable risk reward profiles.

Eaton Vance Richard Bernstein Equity Strategy Fund

Generally fund managers are known for their security selection and generating excess returns to market averages. However, managing risks in the fund is equally or more important for generating long term returns. Richard Bernstein looks for gaps between perception and reality around the world and focuses on macro-economic indicators to select investment themes.

Eaton Vance Diversified Currency Fund

Economic conditions for countries around the world differ and change. Importantly, not all change is linked to the U.S. dollar, the euro and the yen. Investing in currencies offers diversification in portfolios and selecting currencies requires a special focus. John Baur and his team look for relative values in currencies that support the strategy of generating stable income with less volatility.

Eaton Vance Atlanta Capital Select Equity Fund

Business with sustainable competitive advantages that are generating free cash flows are the most attractive to investors, especially when these companies are trading below their long term intrinsic values. Atlanta Capital has a disciplined approach in discovering these opportunities.

Eaton Vance Real Estate Fund

Commercial real estate in good locations generates consistent and predictable income. Investing in a portfolio of diversified properties across different types of real estate and spread across cities where the demand is rising could generate returns that are not correlated to other financial assets.

$50 million

Eaton Vance Worldwide Health Sciences Fund

A growing need for healthcare in developed economies is now outshined by a surging demand in the sector throughout emerging markets. Samuel Isaly, co-manager of the Eaton Vance Worldwide Health Sciences Fund, explains how the portfolio team benefits from its exhaustive research of scientific and technological developments that expand the reach of healthcare and create additional investment opportunities.

Eaton Vance Build America Bond Fund

For investors, Build America Bonds have arrived to offer corporate bond-like income combined with the credit quality profile of municipal bonds. Cynthia Clemson and Craig Brandon, portfolio managers of the Eaton Vance Build America Bond Fund, describe how this new asset class provides an opportunity to earn yields comparable to similarly rated corporate bonds, but with potentially higher credit quality.

Eaton Vance Emerging Markets Local Income Fund

Emerging markets hold promise for closing the gap with developed countries due to a combination of robust growth potential and bright demographic outlooks. To the fixed-income investor, these regions can be even more appealing given that interest rates in emerging market countries are generally higher than those in developed countries. Mark Venezia, portfolio manager of the Eaton Vance Emerging Markets Local Income Fund, applies in-depth fundamental analysis and a flexible approach to tap into markets that may not be in the fund’s benchmark.

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