Form 497 EATON VANCE SPECIAL INVE
EATON VANCE DIVIDEND BUILDER FUND
EATON VANCE GROWTH FUND
EATON VANCE LARGE-CAP VALUE FUND
EATON VANCE SMALL-CAP FUND
EATON VANCE SPECIAL EQUITIES FUND
Supplement to Prospectus dated May 1, 2022
1. The following replaces “Portfolio Managers” in “Management” under “Eaton Vance Growth Fund”:
Portfolio Manager. Douglas R. Rogers, Vice President of BMR, has managed the Fund since July 1, 2021.
2. The following replaces the fourth paragraph under “Growth Fund.” in “Management and Organization”:
Growth Fund has been managed by Douglas R. Rogers since July 1, 2021. Mr. Rogers is a Vice President of Eaton Vance and BMR, manages other Eaton Vance portfolios and has been with Eaton Vance for more than five years.
June 30, 2022 | 40888 6.30.22 |
EATON VANCE DIVIDEND BUILDER FUND
EATON VANCE GROWTH FUND
EATON VANCE LARGE-CAP VALUE FUND
EATON VANCE SMALL-CAP FUND
EATON VANCE SPECIAL EQUITIES FUND
Supplement to Statement of Additional Information dated May
1, 2022
The following replaces the tables under “Portfolio Managers.” in “Investment Advisory and Administrative Services”:
Number of All Accounts |
Total Assets of All Accounts |
Number of Accounts Paying a Performance Fee |
Total Assets of Accounts Paying a Performance Fee | |
Aaron S. Dunn(1)(2) | ||||
Registered Investment Companies(3) | 6 | $7,006.2 | 0 | $0 |
Other Pooled Investment Vehicles | 2 | $99.8 | 0 | $0 |
Other Accounts | 23 | $2,158.6 | 0 | $0 |
Charles B. Gaffney(2) | ||||
Registered Investment Companies(3) | 9 | $5,452.4 | 0 | $0 |
Other Pooled Investment Vehicles | 0 | $0 | 0 | $0 |
Other Accounts | 0 | $0 | 0 | $0 |
Bradley T. Galko(1)(2) | ||||
Registered Investment Companies(3) | 6 | $7,006.2 | 0 | $0 |
Other Pooled Investment Vehicles | 2 | $99.8 | 0 | $0 |
Other Accounts | 23 | $2,158.6 | 0 | $0 |
Michael D. McLean(2) | ||||
Registered Investment Companies(3) | 6 | $3,690.2 | 0 | $0 |
Other Pooled Investment Vehicles | 1 | $36.5 | 0 | $0 |
Other Accounts | 5 | $268.1 | 1 | $170.8 |
J. Griffith Noble(2) | ||||
Registered Investment Companies(3) | 6 | $3,690.2 | 0 | $0 |
Other Pooled Investment Vehicles | 1 | $36.5 | 0 | $0 |
Other Accounts | 5 | $268.1 | 1 | $170.8 |
Edward J. Perkin(1)(2) | ||||
Registered Investment Companies(3) | 6 | $7,006.2 | 0 | $0 |
Other Pooled Investment Vehicles | 2 | $99.8 | 0 | $0 |
Other Accounts | 23 | $2,158.6 | 0 | $0 |
Douglas R. Rogers(1)(2) | ||||
Registered Investment Companies(3) | 6 | $3,128.3 | 0 | $0 |
Other Pooled Investment Vehicles | 1 | $30.0 | 0 | $0 |
Other Accounts | 6 | $74.1 | 0 | $0 |
(1) | This portfolio manager may provide advisory services for certain of the “Other Accounts” on a nondiscretionary or model basis. For “Other Accounts” that are part of a wrap account program, the number of accounts is the number of sponsors for which the portfolio manager provides advisory services rather than the number of individual customer accounts within each wrap account program. The assets managed may include assets advised on a nondiscretionary or model basis. |
(2) | This portfolio manager serves as portfolio manager of one or more registered investment companies that invests or may invest in one or more underlying registered investment companies in the Eaton Vance family of funds or other pooled investment vehicles sponsored by Eaton Vance. The underlying investment companies may be managed by this portfolio manager or another portfolio manager. |
(3) | Includes the Fund. |
The following table shows the dollar range of equity securities beneficially owned in a Fund by its portfolio manager(s) as of the Funds’ most recent fiscal year ended December 31, 2021 and in the Eaton Vance family of funds as of December 31, 2021.
Fund Name and Portfolio Managers |
Dollar Range of Equity Securities Beneficially Owned in the Fund |
Aggregate Dollar Range of Equity Securities Beneficially Owned in the Eaton Vance Family of Funds |
Dividend Builder Fund | ||
Charles B. Gaffney | $10,001 - $50,000 | Over $1,000,000 |
Growth Fund | ||
Douglas R. Rogers | None | Over $1,000,000 |
Large-Cap Value Fund | ||
Aaron S. Dunn | None | Over $1,000,000 |
Bradley T. Galko | $10,001 - $50,000 | Over $1,000,000 |
Edward J. Perkin | $100,001 - $500,000 | Over $1,000,000 |
Small-Cap Fund | ||
Michael D. McLean | $100,001 - $500,000 | $500,001 - $1,000,000 |
J. Griffith Noble | $100,001 - $500,000 | $500,001 - $1,000,000 |
Special Equities Fund | ||
Michael D. McLean | $1 - $10,000 | $500,001 - $1,000,000 |
J. Griffith Noble | $10,001 - $50,000 | $500,001 - $1,000,000 |
June 30, 2022 |
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