Eaton Vance Atlanta Capital Focused Gr I

The investment seeks long-term capital growth.
Under normal market conditions, the fund invests in common stocks of approximately 20 to 35 companies, primarily with large market capitalizations. It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. companies. The fund may invest in dollar-denominated securities of foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts which evidence ownership in underlying foreign stocks). It is non-diversified.

Key stats

Management firm  Eaton Vance
Domicile  United States
Fund Administrator  Eaton Vance Management
Global Branding Name  Eaton Vance
Fund currency  USD
Launch Date  2002-04-30
ISIN  US2779027224
SEDOL  2660640
Manager 1 Name  Paul Marshall
Manager 2 Name  Richard England
Fund Strategy  Large Growth
Benchmark  Russell 1000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-09-30
Return - 1 Month  -1.90%
Return - 2 Months  1.76 %
Return - 3 Months  0.07%
Return - 6 Months  3.96 %
Return - 9 months  3.66 %
Return - 12 Months  16.85%
Annualized return 24 months  14.24 %
Annualized return 36 months  17.14 %
Annualized return 48 months  13.31 %
Annualized return 60 months  12.54 %
Return 120 months  7.08 %
Annualized return since Inception  5.60%
Return YTD  3.66%

Ratings

Morning Star Rating Date   2014-09-30
Morning Star Rating - 36 Months  fund has a 1 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 120 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Minimum Investment  $250,000
Maximum Managment Charge  0.65 %

Contact

Contact Address  c/o Boston Management and Research
Contact Address 2  Two International Place
Contact Address 3  Boston, MA
Contact city  Boston
Contact country  United States
Fund Admin Group  Eaton Vance
Custodian  State Street Bank & Trust CO MA
Phone  8008362414

Price

Last Price Date  2014-10-17
Pre-tax nav  13.84
Price change  $0.15
Price change (percentage)  1.10 %

Funds Disclaimer

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Ratings Disclaimer

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For fund additions and/or data corrections please contact dataquestions@morningstar.com

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