MyPlanIQ EATON VANCE PROFIT SHARING AND SAVINGS PLAN

EATON VANCE PROFIT SHARING AND SAVINGS PLAN Investment Model Portfolios

This Plan is unrated.
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EATON VANCE PROFIT SHARING AND SAVINGS PLAN
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EIEMX Eaton Vance Mutual Funds Trust: Eaton Vance Parametric Structured Emerging Markets Fund; Class I Shares
China Region EICGX Eaton Vance Growth Trust: Eaton Vance Greater China Growth Fund; Class I Shares
India Equity EGIIX Eaton Vance Special Investment Trust: Eaton Vance Greater India Fund; Class I Shares
INTERNATIONAL EQUITY
Foreign Large Blend EIISX Eaton Vance Mutual Funds Trust: Eaton Vance Parametric Structured International Equity Fund; Class I Shares
COMMODITIES
COMMODITIES BROAD BASKET EICSX Eaton Vance Special Investment Trust: Eaton Vance Commodity Strategy Fund; Class I Shares
Others
Moderate Allocation EVIFX Eaton Vance Special Investment Trust: Eaton Vance Balanced Fund; Class A Shares
FIXED INCOME
Bank Loan EIFHX Eaton Vance Mutual Funds Trust: Eaton Vance Floating-Rate & High Income Fund; Institutional Class
Long-Term Bond EBABX Eaton Vance Mutual Funds Trust: Eaton Vance Build America Bond Fund; Class A Shares
SHORT GOVERNMENT EIGOX Eaton Vance Mutual Funds Trust: Eaton Vance Government Obligations Fund; Class I Shares
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EIEMX Eaton Vance Mutual Funds Trust: Eaton Vance Parametric Structured Emerging Markets Fund; Class I Shares
China Region EICGX Eaton Vance Growth Trust: Eaton Vance Greater China Growth Fund; Class I Shares
India Equity EGIIX Eaton Vance Special Investment Trust: Eaton Vance Greater India Fund; Class I Shares
INTERNATIONAL EQUITY
Foreign Large Blend EIISX Eaton Vance Mutual Funds Trust: Eaton Vance Parametric Structured International Equity Fund; Class I Shares
COMMODITIES
COMMODITIES BROAD BASKET EICSX Eaton Vance Special Investment Trust: Eaton Vance Commodity Strategy Fund; Class I Shares
Others
Moderate Allocation EVIFX Eaton Vance Special Investment Trust: Eaton Vance Balanced Fund; Class A Shares
FIXED INCOME
Bank Loan EIFHX Eaton Vance Mutual Funds Trust: Eaton Vance Floating-Rate & High Income Fund; Institutional Class
Long-Term Bond EBABX Eaton Vance Mutual Funds Trust: Eaton Vance Build America Bond Fund; Class A Shares
SHORT GOVERNMENT EIGOX Eaton Vance Mutual Funds Trust: Eaton Vance Government Obligations Fund; Class I Shares
Emerging Markets Bond EEIIX Eaton Vance Mutual Funds Trust: Eaton Vance Emerging Markets Local Income Fund; Class I Shares
US EQUITY
Mid-Cap Growth EISMX Eaton Vance Growth Trust: Eaton Vance-Atlanta Capital SMID-Cap Fund; Class I Shares
LARGE GROWTH EILGX Eaton Vance Growth Trust: Eaton Vance-Atlanta Capital Focused Growth Fund; Class I Shares
LARGE GROWTH CEYIX Calvert Social Investment Fund: Equity Portfolio; Class I Shares
Small Growth EISGX Eaton Vance Special Investment Trust: Eaton Vance Small-Cap Fund; Class I Shares
LARGE BLEND EAERX Eaton Vance Mutual Funds Trust: Eaton Vance Large-Cap Core Research Fund; Class A Shares
LARGE BLEND EVTMX Eaton Vance Special Investment Trust: Eaton Vance Dividend Builder Fund; Class A Shares
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund
Total Available Funds: 17
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS EIEMX Eaton Vance Mutual Funds Trust: Eaton Vance Parametric Structured Emerging Markets Fund; Class I Shares 75% 3 60 0 1.24% 3.19%
China Region EICGX Eaton Vance Growth Trust: Eaton Vance Greater China Growth Fund; Class I Shares 11% 3 60 0 1.5% 2.5%
India Equity EGIIX Eaton Vance Special Investment Trust: Eaton Vance Greater India Fund; Class I Shares 0% 3 60 0 1.58% 2.61%
INTERNATIONAL EQUITY
Foreign Large Blend EIISX Eaton Vance Mutual Funds Trust: Eaton Vance Parametric Structured International Equity Fund; Class I Shares 14% 3 60 0 1% 3.39%
COMMODITIES
COMMODITIES BROAD BASKET EICSX Eaton Vance Special Investment Trust: Eaton Vance Commodity Strategy Fund; Class I Shares 53% 3 60 0 1.25% 0%
Others
Moderate Allocation EVIFX Eaton Vance Special Investment Trust: Eaton Vance Balanced Fund; Class A Shares 60% 3 60 0 1.72% 1.34%
FIXED INCOME
Bank Loan EIFHX Eaton Vance Mutual Funds Trust: Eaton Vance Floating-Rate & High Income Fund; Institutional Class 89% 3 60 0 1.02% 6.33%
Long-Term Bond EBABX Eaton Vance Mutual Funds Trust: Eaton Vance Build America Bond Fund; Class A Shares 20% 3 60 0 0.74% 4.66%
SHORT GOVERNMENT EIGOX Eaton Vance Mutual Funds Trust: Eaton Vance Government Obligations Fund; Class I Shares 13% 3 60 0 1.8% 4.89%
Emerging Markets Bond EEIIX Eaton Vance Mutual Funds Trust: Eaton Vance Emerging Markets Local Income Fund; Class I Shares 11% 3 60 0 1.19% 9.09%
US EQUITY
Mid-Cap Growth EISMX Eaton Vance Growth Trust: Eaton Vance-Atlanta Capital SMID-Cap Fund; Class I Shares 94% 3 60 0 1.14% 0.16%
LARGE GROWTH EILGX Eaton Vance Growth Trust: Eaton Vance-Atlanta Capital Focused Growth Fund; Class I Shares 82% 3 60 0 1.03% 0.16%
LARGE GROWTH CEYIX Calvert Social Investment Fund: Equity Portfolio; Class I Shares 79% 3 60 0 0.59% 7.11%
Small Growth EISGX Eaton Vance Special Investment Trust: Eaton Vance Small-Cap Fund; Class I Shares 68% 3 60 0 0.96% 0.34%
LARGE BLEND EAERX Eaton Vance Mutual Funds Trust: Eaton Vance Large-Cap Core Research Fund; Class A Shares 53% 3 60 0 1.73% 13.68%
LARGE BLEND EVTMX Eaton Vance Special Investment Trust: Eaton Vance Dividend Builder Fund; Class A Shares 52% 3 60 0 0.75% 1.37%
MID-CAP BLEND PESPX Dreyfus Midcap Index Fund 0% 3 60 0 0.51% 12.76%
Average Expense Ratio: 1.16%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
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