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Eaton Vance

In Eaton Vance is the fund price of a mutual fund and is always a derivative of the securities it owns or to which it may be pledged.

Eaton Vance Alabama Municipals Fund seeks current income exempt from federal and Alabama income taxes. The fund normally invests at least 75 percent of assets in investment-grade Alabama municipal obligations. It may invest the balance of assets in debt rated as low as B. The fund generally maintains a dollar-weighted average maturity ranging between 15 and 30 years. It may invest up to 20 percent of assets in securities subject to the Alternative Minimum Tax. The fund is non-diversified.

In Eaton Vance AR Municipals, the investment seeks current income exempt from federal and Arkansas income taxes. The fund normally invests at least 80 percent of assets in investment-grade Arkansas municipal obligations. It may invest the balance of assetsin debt rated as low as B. The fund generally maintains a dollar-weighted average maturity ranging between 15 and 30 years. It may invest up to 20 percent of assets in securities subject to the Alternative Minimum Tax. The fund is non-diversified.

In Eaton Vance Asian Small Companies seeks capital appreciation. The fund normally invests at least 80 percent of assets in equity securities of Asian small companies. Management defines Asian small companies as those having market capitalizations less than 1.5 billion dollars and is located in or has securities which are principally traded in an Asian region country.

Eaton Vance AZ Municipals investment seeks current income exempt from federal and Arizona income taxes. The fund normally invests at least 65 percent of assets in investment-grade Arizona municipal obligations. It may invest the balance of assets in securities rated as low as B. It may invest without limit in short-term obligations that are subject to the Alternative Minimum Tax. The fund is non-diversified.

In Eaton Vance Balanced the investment seeks current income and long-term growth of capital. The fund allocates assets between common stocks and fixed-income securities. It usually invests between 50 percent and 75 percent of assets in a diversified portfolio of common stocks of seasoned companies and between 25 percent and 50 percent of assets in fixed-income securities (primarily corporate bonds, U.S. government securities, mortgage-backed and asset-backed securities, and short-term investments).

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