Eaton Vance Atlanta Capital SMID-Cap I

The investment seeks long-term capital growth.
The fund invests primarily in common stocks of companies with small to mid-sized market capitalizations ("small- to mid-cap stocks"). It will normally invest in common stocks of companies having market capitalizations within the range of companies comprising the Russell 2500 Index. Under normal circumstances, the fund invests at least 80% of its net assets in small- to mid-cap stocks.

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  US2779026986
SEDOL  2660628
Manager 1 Name  Charles Reed
Manager 2 Name  W. Hereford
Fund Strategy  Mid-Cap Growth
Benchmark  Russell 2500 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-06-30
Return - 1 Month  3.02%
Return - 2 Months  3.74 %
Return - 3 Months  2.85%
Return - 6 Months  1.01 %
Return - 9 months  10.31 %
Return - 12 Months  18.77%
Annualized return 24 months  21.69 %
Annualized return 36 months  14.94 %
Annualized return 48 months  20.79 %
Annualized return 60 months  20.26 %
Return 120 months  12.11 %
Annualized return since Inception  10.82%
Return YTD  1.01%

Ratings

Morning Star Rating Date   2014-06-30
Morning Star Rating - 36 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 60 Months  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating
Morning Star Rating - 120 Months  fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating fund has a 5 star rating
Morning Star Rating - Overall  fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating fund has a 4 star rating

Charges

Initial  0.00 %
Minimum Investment  $250,000
Maximum Managment Charge  1.00 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  Two International Place
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  2014-07-23
Pre-tax nav  24.58
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.07
Price change (percentage)  0.29 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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