Eaton Vance Funds(13)

Quality-Driven REIT Investing

Eaton Vance Real Estate Fund

US> Large-Cap > Growth

Apr 04, 2019

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.

Macro Themes for Perception Gaps

Eaton Vance Richard Bernstein Equity Strategy Fund

US> Multi-Cap > Growth

Dec 16, 2013

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.

Focused on Values in Currencies

Eaton Vance Diversified Currency Fund

US> Mid-Cap > Growth

Sep 11, 2013

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.

Disciplined and Quality Selective

Eaton Vance Atlanta Capital Select Equity Fund

GL> Precious Metals/Minerals >

May 16, 2013

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.

Diversifed REITs

Eaton Vance Real Estate Fund

US> Large-Cap > Growth

Apr 08, 2013

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.

Global Healthcare Opportunities

Eaton Vance Worldwide Health Sciences Fund

US

Nov 20, 2012

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.

Access to Build America Bonds

Eaton Vance Build America Bond Fund

US> Multi-Cap > Growth

Apr 27, 2010

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.

Investing in the Future

Eaton Vance Emerging Markets Local Income Fund

US> Multi-Cap > Growth

Jan 15, 2010

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.

A Broad View on Utilities

Eaton Vance Utilities Fund

US> Small-Cap > Growth

Jan 31, 2007

Specialty or sector funds aren’t famous for the diversification they provide, but the Eaton Vance Utilities Fund has found a way to avoid concentration. With a very broad view on what the utility sector is, the manager Judith A. Saryan also invests in telecom and renewable energy companies when the macro environment is favorable. A significant international exposure further reduces the sector risk and provides a larger investable universe.

A Ten Year Ten Billion Dollar Objective

Eaton Vance Tax Managed Value Fund

GL

Jun 17, 2003

There could be a silver lining to the Eaton Vance Tax-Managed Value Fund. Lead manager Michael Mach points to its cache of realized losses that can be used to offset future gains thereby helping to shield investors from future taxes. By providing investors with solid returns, over time the veteran manager hopes to grow assets invested in Eaton Vance’s large-cap value product from the current level of a little over half a billion dollars to over ten billion dollars.

Everything Old Is New Again

Eaton Vance Utilities Fund

US> Small-Cap > Growth

May 12, 2003

Eaton Vance Utility might surprise you by being more like the conservative utility funds from years past. Since 1999, Judith Saryan has returned the portfolio to its traditional approach of seeking high quality issues that pay good yields. The approach has kept the fund's number one ranking for the past five years for total return.

Diversified in Non-Correlated Assets

Eaton Vance Richard Bernstein All Asset Strategy Fund

Aug 25, 2016

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.

Focused Growth Strategy

Eaton Vance Focused Growth Opportunities Fund

US> Multi-Cap > Core

Jul 02, 2015

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.