Definitive Materials Filed by Investment Companies. (497)
July 02 2013 - 4:07PM
Edgar (US Regulatory)
EATON VANCE TAX-ADVANTAGED BOND STRATEGIES SHORT TERM FUND
Supplement to Summary Prospectus dated June 1, 2013
EATON VANCE TAX-ADVANTAGED BOND STRATEGIES SHORT TERM FUND
EATON VANCE TAX-ADVANTAGED BOND STRATEGIES INTERMEDIATE TERM FUND
EATON VANCE TAX-ADVANTAGED BOND STRATEGIES LONG TERM FUND
Supplement to Prospectus dated June 1, 2013
1. The following replaces
“
Portfolio Managers
”
under
“
Management
”
in the Fund
’
s Summary Prospectus and in
“
Fund Summaries
–
Eaton Vance Tax-Advantaged Bond Strategies Short Term Fund
”
in the Funds
’
Prospectus:
James H. Evans,
Vice President of Eaton Vance and Lead Portfolio Manager, has managed the Fund since it commenced operations in 2009.
Brian C. Barney,
Vice President of Eaton Vance, has co-managed the Fund since 2010.
Devin J. Cooch,
Vice President of Eaton Vance, has co-managed the Fund since 2013.
2. The following replaces the fourth paragraph under
“
Management.
”
in
“
Management and Organization
”
in the Funds
’
Prospectus:
Brian C. Barney and Devin J. Cooch are the members of the Short Term Fund management team. Both are Vice Presidents of Eaton Vance. Mr. Barney has been managing the Fund since June 2010. Prior to joining Eaton Vance in 2008, Mr. Barney was a Vice President and portfolio manager with M.D. Sass Tax Advantaged Bond Strategies, L.L.C. (
“
M.D. Sass
”
). Mr. Cooch has been managing the Fund since June 2013. Prior to joining Eaton Vance in 2009, Mr. Cooch was employed by M.D. Sass.
|
|
|
|
July 3, 2013
|
6956-7/13 TABTATLSPS
|
EATON VANCE TAX-ADVANTAGED BOND STRATEGIES SHORT TERM FUND
EATON VANCE TAX-ADVANTAGED BOND STRATEGIES INTERMEDIATE TERM FUND
EATON VANCE TAX-ADVANTAGED BOND STRATEGIES LONG TERM FUND
Supplement to Statement of Additional Information dated June 1, 2013
1. The following replaces the first and second paragraph in
“
Portfolio Managers.
”
under
“
Investment Advisory and Administrative Services
”
:
Portfolio Managers.
Each Fund is managed by a team led by James H. Evans. The portfolio managers (each referred to as a
“
portfolio manager
”
) of each Fund are listed below. Each portfolio manager manages other investment companies and/or investment accounts in addition to a Fund. The following table shows, as of the Funds
’
most recent fiscal year end, the number of accounts each portfolio manager managed in each of the listed categories and the total assets (in millions of dollars) in the accounts managed within each category. The table also shows the number of accounts with respect to which the advisory fee is based on the performance of the account, if any, and the total assets (in millions of dollars) in those accounts.
|
|
|
|
|
|
Number ofAll Accounts
|
Total Assets ofAll Accounts
|
Number of AccountsPaying a Performance Fee
|
Total Assets of AccountsPaying a Performance Fee
|
Brian C. Barney
|
|
|
|
|
Registered Investment Companies
|
3
|
$1,531.6
|
0
|
$0
|
Other Pooled Investment Vehicles
|
0
|
$0
|
0
|
$0
|
Other Accounts
|
36
(1)
|
$2,194.0
|
0
|
$0
|
Devin J. Cooch*
|
|
|
|
|
Registered Investment Companies
|
0
|
$0
|
0
|
$0
|
Other Pooled Investment Vehicles
|
0
|
$0
|
0
|
$0
|
Other Accounts
|
0
|
$0
|
0
|
$0
|
James H. Evans
|
|
|
|
|
Registered Investment Companies
|
4
|
$1,721.1
|
0
|
$0
|
Other Pooled Investment Vehicles
|
0
|
$0
|
0
|
$0
|
Other Accounts
|
81
(1)
|
$9,380.3
|
0
|
$0
|
Christopher J. Harshman
|
|
|
|
|
Registered Investment Companies
|
2
|
$454.7
|
0
|
$0
|
Other Pooled Investment Vehicles
|
0
|
$0
|
0
|
$0
|
Other Accounts
|
18
(1)
|
$1,583.6
|
0
|
$0
|
*
Mr. Cooch became a portfolio manager effective July 3, 2013.
(1)
For
“
Other Accounts
”
that are part of a wrap account program, the number of accounts cited includes the number of sponsors for which the portfolio manager provides management services rather than the number of individual customer accounts within each wrap account program.
The following table shows the dollar range of shares of a Fund beneficially owned by its portfolio manager(s) as of the Funds
’
most recent fiscal year ended January 31, 2013 and in the Eaton Vance family of funds as of December 31, 2012.
|
|
|
Fund Name and Portfolio Manager
|
Dollar Range of Equity SecuritiesOwned in the Fund
|
Aggregate Dollar Range of EquitySecurities Owned in the Eaton Vance Family of Funds
|
Short Term Fund
|
|
|
Brian C. Barney
|
None
|
$100,001 - $500,000
|
|
|
|
Fund Name and
Portfolio Manager
|
Dollar Range of Equity SecuritiesOwned in the Fund
|
Aggregate Dollar Range of EquitySecurities Owned in the Eaton Vance Family of Funds
|
Devin J. Cooch
|
None
|
$50,001 - $100,000
|
James H. Evans
|
None
|
$100,001 - $500,000
|
Intermediate Term Fund
|
|
|
Brian C. Barney
|
None
|
$100,001 - $500,000
|
James H. Evans
|
None
|
$100,001 - $500,000
|
Christopher J. Harshman
|
None
|
$100,001 - $500,000
|
Long Term Fund
|
|
|
Brian C. Barney
|
None
|
$100,001 - $500,000
|
James H. Evans
|
None
|
$100,001 - $500,000
|
Christopher J. Harshman
|
None
|
$100,001 - $500,000
|
Core Laboratories (NYSE:CLB)
Historical Stock Chart
From Jun 2024 to Jul 2024
Core Laboratories (NYSE:CLB)
Historical Stock Chart
From Jul 2023 to Jul 2024