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Morningstar

Eaton Vance Atlanta Capital Focused Gr A EAALX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 18.85  /  0.43 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 7%

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:15 PM GMT+0

Morningstar’s Analysis EAALX

Will EAALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EAALX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the EAALX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of EAALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Eaton Vance Atlanta Capital Focused Gr A's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EAALX

More EAALX Holdings
  • Current Portfolio Date
  • Equity Holdings 23
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 57.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

8.18
85,226,785
Communication Services

Visa Inc Class A

7.47
77,821,353
Financial Services

Microsoft Corp

6.67
69,552,778
Technology

Danaher Corp

6.19
64,530,562
Healthcare

Thermo Fisher Scientific Inc

5.61
58,481,363
Healthcare

Mastercard Inc Class A

5.28
55,012,882
Financial Services

Intuit Inc

4.93
51,366,842
Technology

TJX Companies Inc

4.50
46,870,868
Consumer Cyclical

Zoetis Inc Class A

4.33
45,105,707
Healthcare

Amphenol Corp Class A

4.28
44,586,511
Technology