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Eaton Vance Atlanta Capital SMID-Cap C (ECASX)
At close: 6:05 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small- to mid-cap stocks (the "80% Policy"). The portfolio managers generally consider small- to mid-cap companies to be those companies having market capitalizations within the range of companies comprising the Russell 2500? Index.
Eaton Vance Atlanta Capital SMID-Cap C
Boston, MA 02110
Two International Place
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Eaton Vance |
| Net Assets | 15.47B |
| YTD Return | 16.22% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2009 |
Fund Operations
| Last Dividend | -- |
| Last Cap Gain | 40.00 |
| Holdings Turnover | 14.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | ECASX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 1.89% | 0.94% |
| Prospectus Net Expense Ratio | 1.89% | -- |
| Prospectus Gross Expense Ratio | 1.89% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.32% |
| Max Deferred Sales Load | -- | 1.16% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Charles B. Reed, Lead Manager since April 30, 2002
Charles B. Reed, CFA is a Managing Director of Atlanta Capital, Core Equity and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's Small Cap, SMID Cap and Select Equity portfolios. He is also a member of the Management Committee.
Prior to joining the firm in 1998, Mr. Reed was a portfolio manager with the Florida State Board of Administration where he was responsible for managing their internal special situation equity fund.
Mr. Reed holds the Chartered Financial Analyst designation and is a graduate of Florida State University where he earned a Bachelor of Science degree in Finance. Morningstar Style Box
Morningstar Category
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