DEFA14A 1 defa14a.htm EATON VANCE OPEN END FUNDS - ADDITIONAL MATERIAL DTD 1-22-2021

SCHEDULE 14A

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SCHEDULE 14A INFORMATION

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Eaton Vance Growth Trust

Eaton Vance Investment Trust

Eaton Vance Municipals Trust

Eaton Vance Municipals Trust II

Eaton Vance Mutual Funds Trust

Eaton Vance Series Fund, Inc.

Eaton Vance Series Trust

Eaton Vance Series Trust II

Eaton Vance Special Investment Trust

Eaton Vance Variable Trust

Eaton Vance NextShares Trust

Eaton Vance NextShares Trust II

Core Bond Portfolio

Emerging Markets Local Income Portfolio

Eaton Vance Floating Rate Portfolio

Global Income Builder Portfolio

Global Macro Absolute Return Advantage Portfolio

Global Macro Capital Opportunities Portfolio

Global Macro Portfolio

Global Opportunities Portfolio

Greater India Portfolio

High Income Opportunities Portfolio

International Income Portfolio

Senior Debt Portfolio

Stock Portfolio

Tax-Managed Growth Portfolio

Tax-Managed International Equity Portfolio

Tax-Managed Multi-Cap Growth Portfolio

Tax-Managed Small-Cap Portfolio

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We need your consent

Atlanta Capital's parent company, Eaton Vance is being acquired by Morgan Stanley. Atlanta Capital clients may be asked to provide consent to deemed assignments of separately managed account advisory agreements.

On October 8, 2020, Eaton Vance Corp. (Eaton Vance) and Morgan Stanley announced that they had entered into a definitive agreement under which Morgan Stanley will acquire Eaton Vance and its affiliates. Eaton Vance’s Board of Directors and Voting Trustees believe this acquisition is in the best interests of our clients, business partners and employees.

About the acquisition

  • Creates a $1.2 trillion global asset manager with complementary investment capabilities and distribution strengths
  • Expands breadth and depth of investment strategies, enhancing our commitment to providing world-class client solutions
  • Provides additional market opportunities for our investment teams in the U.S. and internationally

Morgan Stanley Acquisition Press Release

 

Separately Managed Account (SMA) Consent Information

If you are an owner of separate accounts managed by Atlanta Capital you may be sent consent letters to permit the management of your investment strategies to continue uninterrupted following the close of the transaction. Depending on the terms of the individual investment management agreement, client consents may be required to be in writing.

 

Own shares of an Atlanta Capital-sub-advised open-end fund?

Atlanta Capital subadvises certain funds offered and distributed by Eaton Vance Distributors, Inc., a registered broker-dealer. Please visit Eaton Vance’s website for voting information regarding these funds.

 

 
 

 

 

 
 

 

 

We need your vote

 

Eaton Vance, WaterOak's parent company, is being acquired by Morgan Stanley. WaterOak clients who own shares of Eaton Vance and Calvert Funds are being asked to approve new investment advisory agreements and, where applicable, new investment sub-advisory agreements to help ensure that the Funds continue to operate without interruption.

 

HOW TO VOTE

 

 

 

On October 8, 2020, Eaton Vance Corp. (Eaton Vance) and Morgan Stanley announced that they had entered into a definitive agreement under which Morgan Stanley will acquire Eaton Vance and its affiliates. Eaton Vance’s Board of Directors and Voting Trustees believe this acquisition is in the best interests of our clients, business partners and employees.

 

Proxy 101 and Frequently Asked questions

 

Morgan Stanley Acquisition Press Release

 

 

Why you should vote

Fund shareholders are being asked to vote to approve new investment advisory agreements and, where applicable, new investment sub-advisory agreements. Your vote is important because the acquisition may cause each Fund’s existing investment advisory and, where applicable, investment sub-advisory agreement to terminate. The Funds’ investment objectives, investment strategies, portfolio managers and brands are expected to remain the same upon closing of the transaction.

 

How to vote

Voting is easy and shareholders may vote online, by phone, by mail, or at the shareholder meeting. Please follow the instructions on your proxy card or voting instruction form to vote. Below are voting links for more detailed voting steps.

 

Eaton Vance Closed-End Fund Proxy Information and Voting Links

 

Eaton Vance Closed-End Fund Information1

 

Eaton Vance Closed-End Fund Press Release

 

Eaton Vance Closed-End Fund Proxy Statement (for funds other than EFT, EVY, EFR AND EVF)

If you have any questions or would like additional information please call 800-622-1569. To vote over the phone, refer to the phone number located on your proxy card.

 

Eaton Vance Closed-End Fund Proxy Statement (for EFT, EVY, EFR AND EVF) 

If you have any questions or would like additional information please call (866) 416-0552. To vote over the phone, refer to the phone number located on your proxy card.

 

 
 

 

Eaton Vance Closed-End Fund Online Voting Options

 

Option 1: If you receive account statements from the Funds’ transfer agent, AST, and the control number on your proxy card has 12 digits: CLICK HERE TO VOTE ONLINE

 

 

 

Option 2: If you hold shares of a Fund through an intermediary and the control number on your voting instruction card has 16 digits: CLICK HERE TO VOTE ONLINE

 

 

Eaton Vance Open-End Fund Proxy Information and Voting Links

 

Eaton Vance Open-End Fund Information

 

Eaton Vance Open-End Fund Proxy Statement

 

If you have any questions or would like additional information please call 866-864-3926. To vote over the phone, refer to the phone number located on your proxy card.

Eaton Vance Open-End Fund Online Voting Options

 

Option 1: If you receive account statements directly from the Fund, and/or the control number on your proxy card has 14 digits: CLICK HERE TO VOTE ONLINE

 

 

 

Option 2: If you hold shares of a Fund through an intermediary and the control number on your voting instruction card has 16 digits: CLICK HERE TO VOTE ONLINE

 
 

Calvert Open-End Fund Proxy Information and Voting Links

 

Calvert Open-End Fund Information

Calvert Open-End Fund Proxy Statement

If you have any questions or would like additional information please call 877-225-6862. To vote over the phone, refer to the phone number located on your proxy card.

Calvert Open-End Fund Online Voting Options

 

Option 1: If you receive account statements directly from the Fund, and/or the control number on your proxy card has 14 digits: CLICK HERE TO VOTE ONLINE

 

 

Option 2: If you hold shares of a Fund through an intermediary and the control number on your voting instruction card has 16 digits: CLICK HERE TO VOTE ONLINE

 
     

1Relates to each of the closed-end funds sponsored by Eaton Vance except Eaton Vance Floating-Rate Income Plus Fund (EFF).

PLEASE READ YOUR FUND’S DEFINITIVE PROXY STATEMENT. IT CONTAINS IMPORTANT INFORMATION. EACH FUND MAILED ITS DEFINITIVE PROXY STATEMENT TO SHAREHOLDERS AS OF THE RELEVANT RECORD DATE. EACH FUND’S DEFINITIVE PROXY STATEMENT AND OTHER RELATED MATERIALS ARE ALSO AVAILABLE, WITHOUT CHARGE, ON THE SECURITIES AND EXCHANGE COMMISSION'S WEBSITE.