0000031266 2012-09-28 2012-09-28 0000031266 EVSIT:S000005213Member 2012-09-28 2012-09-28 0000031266 EVSIT:S000005213Member EVSIT:C000014207Member 2012-09-28 2012-09-28 0000031266 EVSIT:S000005213Member EVSIT:C000014208Member 2012-09-28 2012-09-28 0000031266 EVSIT:S000005213Member EVSIT:C000014209Member 2012-09-28 2012-09-28 0000031266 EVSIT:S000005213Member EVSIT:C000120937Member 2012-09-28 2012-09-28 iso4217:USD xbrli:pure 485BPOS 2011-12-31 Eaton Vance Special Investment Trust 0000031266 false 2012-09-28 2012-09-28 2012-05-01 <p style="font: 10pt Times New Roman, Times, Serif; margin: 0 0 18.7pt; text-align: center">EATON VANCE BALANCED FUND<br clear="all" style="page-break-before: always" /> Supplement to Prospectus dated May 1, 2012</p> <p style="font: 10pt Times New Roman, Times, Serif; margin: 0 0 5.6pt">1. &#160;As of the date of this Supplement, Eaton Vance Balanced Fund now offers Class I Shares.</p> <p style="font: 10pt Times New Roman, Times, Serif; margin: 0 0 5.6pt">2. &#160;The following is added to the front cover under &#147;Eaton Vance Balanced Fund&#148;:</p> <p style="font: 10pt Times New Roman, Times, Serif; margin: 0 0 5.6pt; text-indent: 44.9pt">Class I Shares - EIIFX &#160;&#160;</p> <p style="font: 10pt Times New Roman, Times, Serif; margin: 0 0 5.6pt">3. &#160;The following replaces &#147;Fees and Expenses of the Fund&#148; under &#147;Fund Summaries &#150; Eaton Vance Balanced Fund&#148;:</p> <p style="font: 10pt Times New Roman, Times, Serif; margin: 0 0 5.6pt">This table describes the fees and expenses that you may pay if you buy and hold shares of the Fund. &#160;You may qualify for a reduced sales charge if you invest, or agree to invest over a 13-month period, at least $50,000 in Eaton Vance Funds. &#160;More information about these and other discounts is available from your financial intermediary and in Sales Charges beginning on page 44 of this Prospectus and page 25 of the Fund&#146;s Statement of Additional Information.</p> <table align="center" cellspacing="0" cellpadding="0" style="width: 100%"> <tr> <td style="width: 60%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; 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font-size: 9pt; text-align: center">Class I</td></tr> <tr style="vertical-align: bottom; background-color: #E6E6E6"> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt">Maximum Sales Charge (Load) (as a percentage of offering price)</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">5.75%</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">None</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">None</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">None</td></tr> <tr style="vertical-align: bottom; background-color: #E6E6E6"> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt">Maximum Deferred Sales Charge (Load) (as a percentage of the lower of net asset value at purchase or redemption)</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">None</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">5.00%</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">1.00%</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">None</td></tr> </table> <p style="font: 10pt Times New Roman, Times, Serif; margin: 0">&#160;</p> <table cellspacing="0" cellpadding="0" style="width: 100%"> <tr> <td style="width: 60%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td></tr> <tr style="vertical-align: bottom; background-color: #E6E6E6"> <td style="border-bottom: black 1pt solid; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt">Annual Fund Operating Expenses (expenses you pay each year as a percentage of the value of your investment)⁽¹⁾</td> <td style="border-bottom: black 1pt solid; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">Class A</td> <td style="border-bottom: black 1pt solid; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">Class B</td> <td style="border-bottom: black 1pt solid; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">Class C</td> <td style="border-bottom: black 1pt solid; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">Class I</td></tr> <tr style="vertical-align: bottom; background-color: #E6E6E6"> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt">Management Fees</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">0.04%</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">0.04%</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">0.04%</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; 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padding-bottom: 2.8pt; font-size: 9pt; text-align: center">0.21%</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">0.21%</td></tr> <tr style="vertical-align: bottom; background-color: #E6E6E6"> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt">Acquired Fund Fees and Expenses⁽²⁾</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-decoration: underline; text-align: center">0.67%</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-decoration: underline; text-align: center">0.67%</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-decoration: underline; text-align: center">0.67%</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-decoration: underline; text-align: center">0.67%</td></tr> <tr style="vertical-align: bottom; background-color: #E6E6E6"> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt">Total Annual Fund Operating Expenses</td> <td style="padding-top: 2.8pt; 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margin: 5.6pt 0"><font style="color: #3F3F3F">Example.</font><font style="color: black"> &#160;This Example is intended to help you compare the cost of investing in the Fund with the cost of investing in other mutual funds. &#160;The Example assumes that you invest $10,000 in the Fund for the time periods indicated and then redeem all of your shares at the end of those periods. &#160;The Example also assumes that your investment has a 5% return each year and that the operating expenses remain the same. &#160;Although your actual costs may be higher or lower, based on these assumptions your costs would be:</font></p> <table cellspacing="0" cellpadding="0" style="width: 100%"> <tr> <td style="width: 20%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td> <td style="width: 10%; font: 0.5pt Times New Roman, Times, Serif">&#160;</td></tr> <tr style="background-color: #E6E6E6"> <td style="border-right: black 1pt solid; vertical-align: top; font-size: 9pt">&#160;</td> <td colspan="4" style="border-right: black 1pt solid; border-bottom: black 1pt solid; vertical-align: bottom; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">Expenses with Redemption</td> <td colspan="4" style="border-bottom: black 1pt solid; vertical-align: bottom; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">Expenses without Redemption</td></tr> <tr style="background-color: #E6E6E6"> <td style="border-right: black 1pt solid; border-bottom: black 1pt solid; vertical-align: top; font-size: 9pt">&#160;</td> <td style="border-bottom: black 1pt solid; vertical-align: bottom; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">1 Year</td> <td style="border-bottom: black 1pt solid; vertical-align: bottom; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">3 Years</td> <td style="border-bottom: black 1pt solid; vertical-align: bottom; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">5 Years</td> <td style="border-right: black 1pt solid; border-bottom: black 1pt solid; vertical-align: bottom; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">10 Years</td> <td style="border-bottom: black 1pt solid; vertical-align: bottom; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">1 Year</td> <td style="border-bottom: black 1pt solid; vertical-align: bottom; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">3 Years</td> <td style="border-bottom: black 1pt solid; vertical-align: bottom; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">5 Years</td> <td style="border-bottom: black 1pt solid; vertical-align: bottom; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt; text-align: center">10 Years</td></tr> <tr style="vertical-align: bottom; background-color: #E6E6E6"> <td style="border-right: black 1pt solid; padding-top: 2.8pt; padding-bottom: 2.8pt; font-size: 9pt">Class A shares</td> <td> <p style="font: 9pt Times New Roman, Times, Serif; margin: 0; text-indent: 8.4pt">$</p> <p style="font: 9pt Times New Roman, Times, Serif; margin: 0; text-align: right">687</p></td> <td> <p style="font: 9pt Times New Roman, Times, Serif; margin: 0; text-indent: 8.4pt">$</p> <p style="font: 9pt Times New Roman, Times, Serif; margin: 0; text-align: right">925</p></td> <td> <p style="font: 9pt Times New Roman, Times, Serif; margin: 0; text-indent: 8.4pt">$</p> <p style="font: 9pt Times New Roman, Times, Serif; 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padding-bottom: 2.8pt; text-align: right">1%⁽³⁾</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; text-align: right">1%⁽³⁾</td></tr> <tr style="vertical-align: bottom; background-color: #E6E6E6"> <td colspan="2" style="padding-top: 2.8pt; padding-bottom: 2.8pt">Portfolio Turnover of Investment Grade Income Portfolio</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; text-align: right">47%⁽³⁾</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; text-align: right">47%⁽³⁾</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; text-align: right">47%⁽³⁾</td></tr> <tr style="vertical-align: bottom; background-color: #E6E6E6"> <td colspan="2" style="padding-top: 2.8pt; padding-bottom: 2.8pt">Portfolio Turnover of Large-Cap Core Research Portfolio</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; text-align: right">53%⁽³⁾</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; text-align: right">53%⁽³⁾</td> <td style="padding-top: 2.8pt; padding-bottom: 2.8pt; 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