Eaton Vance Large-Cap Value Fund Class R (ERSTX)

Overview

The fund is designed to target large-cap companies, focusing its investments on equity securities that meet specific market capitalization criteria. Adhering to its 80% Policy, the fund commits at least 80% of its net assets, along with any potential borrowings for investment purposes, into these equities. This strategy is geared towards investors seeking exposure to large-cap companies, which are generally considered to be those with market capitalizations falling within the range of those listed on the Russell 1000® Value Index. The fund aims to offer a balanced portfolio, generally comprising stocks with a market capitalization equal to or exceeding the median of those companies included in the Russell 1000® Value Index, providing a focused yet diversified investment approach.

Products and Services

• Equity Securities of Large-Cap Companies - The fund invests primarily in equity securities, specifically targeting large-cap companies. This category is defined by the fund’s portfolio managers as companies with market capitalizations that align with the range of companies included in the Russell 1000® Value Index. The choice of large-cap investments is rooted in the belief that these companies offer a blend of stability and potential for growth, making them attractive to investors seeking to balance risk and reward.

  By focusing on such equities, the fund aims to provide investors access to a segment of the market known for its significant influence on the global economy and potential for resilient performance. The selection process is guided by a rigorous analysis of market capitalizations, ensuring that only companies that meet the fund's stringent criteria are included in the portfolio.

• 80% Policy - A cornerstone of the fund's investment strategy is its commitment to invest at least 80% of its net assets, plus any borrowings for investment purposes, in large-cap equity securities. This policy underpins the fund’s operational framework, establishing a clear guideline for asset allocation and investment focus.

  This strategic policy is intended to ensure that a significant majority of the fund's assets are always invested in the target market segment of large-cap companies, thereby adhering to its stated investment objective and providing investors with a focused yet diverse exposure to this particular class of equities. The adherence to the 80% Policy promotes discipline in investment selection and portfolio construction, serving as a foundational element of the fund's investment approach.