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Form 497 EATON VANCE SPECIAL INVE

June 30, 2022 9:03 AM EDT

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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