Morningstar

Eaton Vance Atlanta Capital Focused Growth Fund Class C EAGCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 16.22  /  −1.34 %
  • Total Assets 466.4M
  • Adj. Expense Ratio
    1.770%
  • Expense Ratio 1.770%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 11%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis EAGCX

Will EAGCX outperform in the 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 EAGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EAGCX 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 EAGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Atlanta Capital Focused Gr C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings EAGCX

More EAGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 63.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Visa Inc Class A

8.86 45M
Financial Services

Thermo Fisher Scientific Inc

8.45 43M
Healthcare

Danaher Corp

8.36 42M
Healthcare

Mastercard Inc Class A

6.99 35M
Financial Services

Alphabet Inc Class C

5.85 29M
Communication Services

Verisk Analytics Inc

5.82 29M
Industrials

VeriSign Inc

5.48 28M
Technology

Microsoft Corp

4.78 24M
Technology

TJX Companies Inc

4.64 23M
Consumer Cyclical

S&P Global Inc

4.20 21M
Financial Services

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