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Eaton Vance Atlanta Capital Focused Gr C EAGCX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 18.91  /  +0.75 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.780%
  • Expense Ratio 1.780%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 10%

USD | NAV as of Jun 21, 2024 | 1-Day Return as of Jun 21, 2024, 10:13 PM GMT+0

Morningstar’s Analysis EAGCX

Will EAGCX outperform in future?

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

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

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 most expensive quintile among peers.

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Portfolio Holdings EAGCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 57.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

8.25 97.9 Mil
Communication Services

Visa Inc Class A

7.42 88.1 Mil
Financial Services

Microsoft Corp

6.68 79.3 Mil
Technology

Thermo Fisher Scientific Inc

6.14 72.8 Mil
Healthcare

Danaher Corp

6.01 71.3 Mil
Healthcare

Mastercard Inc Class A

5.12 60.8 Mil
Financial Services

Amphenol Corp Class A

4.83 57.4 Mil
Technology

Intuit Inc

4.72 56.0 Mil
Technology

S&P Global Inc

4.54 53.9 Mil
Financial Services

TJX Companies Inc

4.05 48.1 Mil
Consumer Cyclical