Eaton Vance Atlanta Capital SMID-Cap I EISMX

Atlanta Capital recently announced that Bill Bell will give up his comanager position on Eaton Vance Atlanta Capital SMID-Cap (and the corresponding SMA) and retire from the firm at the end of 2024. Current comanagers Chip Reed and Matt Hereford will remain in place after Bell retires, while Jeff Wilson, who joined Atlanta Capital in May 2024, will become a comanager on the strategy when Bell departs. Meanwhile, there are grounds to be confident in the team going forward: Reed and Hereford are seasoned and skilled portfolio managers with long tenures on this strategy; Wilson has spent 19 years in the investment field and has roughly 10 years of portfolio-manager experience; and the portfolio-manager transition is still roughly seven months away, so Wilson has time to familiarize himself with the strategy’s investment process and portfolio holdings. However, Bell is an experienced and talented portfolio manager; he has run this strategy alongside Reed and Hereford for two decades; and this strategy has delivered strong results over his tenure. Thus, Bell’s upcoming departure will be significant, and this strategy's Morningstar Medalist Rating is now Under Review.