DEFA14A 1 defa14a.htm EATON VANCE OPEN END FUND ADDITIONAL MATERIALS DTD 2-4-2021

SCHEDULE 14A

(Rule 14a-101)

INFORMATION REQUIRED IN PROXY STATEMENT

SCHEDULE 14A INFORMATION

Proxy Statement Pursuant to Section 14(a) of the

Securities Exchange Act of 1934 (Amendment No. )

Filed by the Registrant [X]

Filed by a Party other than the Registrant [ ]

Check the appropriate box:

[ ] Preliminary Proxy Statement

[ ] Confidential, For Use of the Commission Only (as permitted by Rule 14a-6(e)(2))

[ ] Definitive Proxy Statement

[X] Definitive Additional Materials

[ ] Soliciting Material Pursuant to Section 240.14a-12

-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

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

Tax-Managed Value Portfolio

5-To-15 Year Laddered Municipal Bond Portfolio

(Name of Registrant as Specified in Its Charter)

-------------------------------------------------------------------------------------------------------------------------------------------------------------------------

(Name of Person(s) Filing Proxy Statement, if Other Than the Registrant)

Payment of Filing Fee (Check the appropriate box):

[X] No fee required.

[ ] Fee computed on table below per Exchange Act Rules 14a-6(i) (1) and 0-11.

(1) Title of each class of securities to which transaction applies:

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

(2) Aggregate number of securities to which transaction applies:

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

(3) Per unit price or other underlying value of transaction computed pursuant to Exchange Act Rule 0-11 (set forth the amount on which the filing fee is calculated and state how it was determined):

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

 
 

(4) Proposed maximum aggregate value of transaction:

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

(5) Total fee paid:

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

[ ] Fee paid previously with preliminary materials.

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

[ ] Check box if any part of the fee is offset as provided by Exchange Act Rule 0-11(a)(2) and identify the filing for which the offsetting fee was paid previously. Identify the previous filing by registration statement number, or the Form or Schedule and the date of its filing.

(1) Amount previously paid:

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

(2) Form, Schedule or Registration Statement no.:

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

(3) Filing Party:

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

(4) Date Filed:

------------------------------------------------------------------------------------------------------------------------------------------------------------------------------

 
 

 

 

 

February 4, 2021

Dear Business Partner:

I am pleased to provide this update on the status and expected timing of the acquisition of Eaton Vance by Morgan Stanley announced on October 8, 2020. As announced, Parametric will join Morgan Stanley Investment Management. Since the transaction announcement, we and Morgan Stanley have been actively engaged in joint business planning to seek to ensure a seamless transition and to lay the foundation for the premier global investment organization we aspire to create. Over recent months, we have connected with many of our clients and business partners to share our vision for the combined Eaton Vance and Morgan Stanley Investment Management, and to request the client consents and fund shareholder approvals that we need to close the transaction.

Morgan Stanley and Eaton Vance expect the transaction to be completed no later than early in the second quarter. Subject to the satisfaction of customary closing conditions, including receipt of necessary regulatory approvals and client consents, the transaction could take place as soon as March 1, 2021. In February, we will be reaching out to separate account clients and fund shareholders to secure the remaining consents and approvals we need to close the transaction. All of us at Parametric are deeply grateful for your time and attention to this important matter.

Throughout this transition period, our investment teams and client representatives have remained singularly focused on providing the high-quality investment management services you have come to expect from us. Post-transaction, we look forward to continuing to serve you as part of Morgan Stanley Investment Management.

Thank you for your continued support.

Sincerely,

Brian Langstraat

Chief Executive Officer

Parametric

 

 

 

 

 

 

 

 

©2021 Parametric Portfolio Associates | 800 Fifth Avenue, Suite 2800, Seattle, WA 98104| parametricportfolio.com

 

 
 

 

 

 

February 4, 2021

Dear Consultant:

I am pleased to provide this update on the status and expected timing of the acquisition of Eaton Vance by Morgan Stanley announced on October 8, 2020. As announced, Parametric will join Morgan Stanley Investment Management. Since the transaction announcement, we and Morgan Stanley have been actively engaged in joint business planning to seek to ensure a seamless transition and to lay the foundation for the premier global investment organization we aspire to create. Over recent months, we have connected with many of our clients and business partners to share our vision for the combined Eaton Vance and Morgan Stanley Investment Management, and to request the client consents and fund shareholder approvals that we need to close the transaction.

Morgan Stanley and Eaton Vance expect the transaction to be completed no later than early in the second quarter. Subject to the satisfaction of customary closing conditions, including receipt of necessary regulatory approvals and client consents, the transaction could take place as soon as March 1, 2021. In February, we will be reaching out to separate account clients and fund shareholders to secure the remaining consents and approvals we need to close the transaction. All of us at Parametric are deeply grateful for your time and attention to this important matter.

Throughout this transition period, our investment teams and client representatives have remained singularly focused on providing the high-quality investment management services you have come to expect from us. Post-transaction, we look forward to continuing to serve you as part of Morgan Stanley Investment Management.

Thank you for your continued support.

Sincerely,

Brian Langstraat

Chief Executive Officer

Parametric

 

 

 

 

 

 

 

 

©2021 Parametric Portfolio Associates | 800 Fifth Avenue, Suite 2800, Seattle, WA 98104| parametricportfolio.com

 

 
 

 

 

 

February 4, 2021

 

Dear Valued Client:

I am pleased to provide this update on the status and expected timing of the acquisition of Eaton Vance by Morgan Stanley announced on October 8, 2020. As announced, Parametric will join Morgan Stanley Investment Management. Since the transaction announcement, we and Morgan Stanley have been actively engaged in joint business planning to seek to ensure a seamless transition and to lay the foundation for the premier global investment organization we aspire to create. Over recent months, we have connected with many of our clients and business partners to share our vision for the combined Eaton Vance and Morgan Stanley Investment Management, and to request the client consents and fund shareholder approvals that we need to close the transaction.

Morgan Stanley and Eaton Vance expect the transaction to be completed no later than early in the second quarter. Subject to the satisfaction of customary closing conditions, including receipt of necessary regulatory approvals and client consents, the transaction could take place as soon as March 1, 2021. In February, we will be reaching out to separate account clients and fund shareholders to secure the remaining consents and approvals we need to close the transaction. All of us at Parametric are deeply grateful for your time and attention to this important matter.

Throughout this transition period, our investment teams and client representatives have remained singularly focused on providing the high-quality investment management services you have come to expect from us. Post-transaction, we look forward to continuing to serve you as part of Morgan Stanley Investment Management.

Thank you for your continued support.

Sincerely,

Brian Langstraat

Chief Executive Officer

Parametric

 

 

 

 

 

 

 

©2021 Parametric Portfolio Associates | 800 Fifth Avenue, Suite 2800, Seattle, WA 98104| parametricportfolio.com