Strength in the People Pillar isn't sufficient for Eaton Vance Atlanta Capital Focused Gr C to overcome weaker marks in areas such as their Parent rating, limiting this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
- NAV / 1-Day Return 14.46 / 0.28 %
- Total Assets 747.3 Mil
-
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 0.00
- Turnover 7%
Morningstar’s Analysis EAGCX
Will EAGCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
Summary
|- Current Portfolio Date Jan 31, 2023
- Equity Holdings 24
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 55.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector