We make our wealth management expertise available to a wide range of investors through a variety of products and services designed to meet specific needs.

Fund Selector:

Search Mutual Fund Products:

Mutual Funds

We offer a range of mutual funds from core fixed-income and equity funds to sector and bank loan funds. All adhere to established investment disciplines that have served advisors and their clients well over time.

Managed Accounts

Eaton Vance managed accounts leverage our expertise on behalf of high-net-worth investors with a range of equity and fixed-income strategies.

Tax-Managed Funds

Eaton Vance is a recognized leader in tax-managed investing. Our tax-managed funds feature our long-term investment approach and we seek to minimize taxes by reducing turnover and harvesting tax losses.

Wealth Management Solutions

Strategic resources for financial advisors and their clients facing wealth management challenges.

Closed-End Funds

Our closed-end funds offer investors sophisticated equity and fixed-income investment strategies from tax-advantaged equity funds to bank loan and multisector bond funds.

Variable Trust Funds

Eaton Vance manages three portfolios which are available for purchase by separate accounts of insurance companies and qualified pension and retirement plans only. Our variable trust funds span equity, global specialty equity and taxable income.

Our Affiliates and Partners

Other Web Sites

Before investing in any Eaton Vance fund, prospective investors should consider carefully the fund's investment objective(s), risks, and charges and expenses. For open-end mutual funds, the fund's current prospectus contains this and other information about the Fund. To obtain a fund prospectus and the most recent annual and semiannual shareholder reports, contact your financial advisor or download a copy here. Read the prospectus carefully before you invest or send money. For closed-end funds, you should contact your financial advisor. To obtain the most recent annual and semi-annual shareholder report for a closed-end fund contact your financial advisor or download a copy here. Before purchasing any variable product, consider the objectives, risks, charges, and expenses associated with the underlying investment option(s) and those of the product itself. For a prospectus containing this and other information, contact your investment or insurance professional. Read the prospectus carefully before investing.

Not FDIC Insured. No Bank Guarantee. May Lose Value.

Eaton Vance does not provide tax or legal advice. Prospective investors should consult with a tax or legal advisor before making any investment decision.

The information on this Web site is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase, securities in any jurisdiction to any person to whom it is not lawful to make such an offer.

Publication details: 2009-11-19 11:31