Eaton Vance Special Investment Trust
10/16/2025 | Press release | Distributed by Public on 10/16/2025 06:49
Prospectus by Investment Company (Form 497)
EATON VANCE DIVIDEND BUILDER FUND
EATON VANCE GROWTH FUND
EATON VANCE LARGE-CAP VALUE FUND
EATON VANCE SMALL-CAP FUND
(the "Funds")
Supplement to Prospectus and Statement of Additional Information ("SAI")
dated May 1, 2025
as may be supplemented and/or revised from time to time
| 1. | The following replaces "Portfolio Managers" under "Management" in "Fund Summaries - Eaton Vance Large-Cap Value Fund" in the Funds' Prospectus: |
Portfolio Managers
Bradley T. Galko, CFA, Managing Director of Morgan Stanley and Vice President of BMR, has managed the Fund since February 2020.
Jason Kritzer, CFA, Managing Director of Morgan Stanley and Vice President of BMR, has managed the Fund since October 16, 2025.
| 2. | The following replaces the third paragraph under "Large-Cap Value Fund." under "Management and Organization" in the Funds' Prospectus: |
Large-Cap Value Fund is managed by Bradley T. Galko, CFA and Jason Kritzer, CFA. Mr. Galko has served as portfolio manager of the Fund since February 2020 and manages other Eaton Vance portfolios. Mr. Kritzer has served as portfolio manager of the Fund since October 16, 2025 and manages other Eaton Vance portfolios. Messrs. Galko and Kritzer are Managing Directors of Morgan Stanley and Vice Presidents of BMR and have been employees of the Morgan Stanley organization for more than five years.
| 3. | The following replaces Aaron S. Dunn in the tables under "Portfolio Managers." in "Investment Advisory and Administrative Services" in the Funds' SAI: |
|
Number of All Accounts |
Total Assets of All Accounts |
Number of Accounts Paying a Performance Fee |
Total Assets of Accounts Paying a Performance Fee |
|
| Jason Kritzer(4) | ||||
| Registered Investment Companies(3) | 1 | $835.8 | 0 | $0 |
| Other Pooled Investment Vehicles | 0 | $0 | 0 | $0 |
| Other Accounts | 0 | $0 | 0 | $0 |
(3) Includes the Fund.
(4) As of August 31, 2025.
|
Fund Name and Portfolio Managers |
Dollar Range of Equity Securities Beneficially Owned in the Fund |
Aggregate Dollar Range of Equity Securities Beneficially Owned in the Eaton Vance Family of Funds |
| Large-Cap Value Fund | ||
| Jason Kritzer | $10,001 - $50,000(1) | $500,001 - $1,000,000 |
(1) As of August 31, 2025.
| October 16, 2025 | 58650-00 10.16.25 |
Eaton Vance Special Investment Trust published this content on October 16, 2025, and is solely responsible for the information contained herein. Distributed via Edgar on October 16, 2025 at 12:49 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]