March 01, 2015 6:57 PM ET

Capital Markets

Company Overview of Eaton Vance Special Investment Trust - Eaton Vance Small-Cap Value Fund

Company Overview

Eaton Vance Special Investment Trust - Eaton Vance Small-Cap Value Fund is an open ended equity mutual fund launched and managed by Eaton Vance Management. The fund is co managed by Boston Management and Research and Fox Asset Management LLC. It invests in the public equity markets of the United States. The fund invests in the stocks of companies operating across diversified sectors. It primarily invests in the value stocks of small-cap companies with market capitalization within the range of S&P SmallCap 600 Index. The fund employs fundamental research to make its investments. It benchmarks the performance of its portfolio against the Russell 2000 Value Index. Eaton Vance Special Investment...

Two International Place

Boston, MA 02110

United States

Founded in 2002

Phone:

617-482-8260

Fax:

617-338-8054

Key Executives for Eaton Vance Special Investment Trust - Eaton Vance Small-Cap Value Fund

President
Age: 58
Treasurer
Age: 47
Secretary and Vice President
Age: 54
Portfolio Manager
Portfolio Manager
Compensation as of Fiscal Year 2014.

Eaton Vance Special Investment Trust - Eaton Vance Small-Cap Value Fund Key Developments

Eaton Vance Special Investment Trust - Eaton Vance Small-Cap Value Fund, Special/Extraordinary Shareholders Meeting, May 29, 2014

Eaton Vance Special Investment Trust - Eaton Vance Small-Cap Value Fund, Special/Extraordinary Shareholders Meeting, May 29, 2014., at 11:30 US Eastern Standard Time. Location: The principal office of the Fund, Two International Place. Agenda: To consider and act upon a proposal to elect five Trustees; and to consider and act upon any other matters which may properly come before the meeting and any adjourned or postponed session thereof.

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To contact Eaton Vance Special Investment Trust - Eaton Vance Small-Cap Value Fund, please visit funds.eatonvance.com/Small-Cap-Value-Fund-EBVSX.php. Company data is provided by Capital IQ. Please use this form to report any data issues.

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