EVSTC : Eaton Vance Stock NextShares

Fund Summary

The investment seeks long-term capital appreciation by investing in a diversified portfolio of equity securities. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of common stocks (the “80% Policy”). It may invest in companies with a broad range of market capitalizations, including smaller companies. The advisor generally intends to maintain investments in all or substantially all of the market sectors represented in the S&P 500® Index.