Skip to Content
Morningstar

Eaton Vance Atlanta Capital Focused Gr C EAGCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 17.88  /  +1.71 %
  • Total Assets 1.3 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 Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 11:41 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.

  • 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.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings EAGCX

More EAGCX Holdings
  • 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

Visa Inc Class A

7.65 94.9 Mil
Financial Services

Alphabet Inc Class C

7.54 93.6 Mil
Communication Services

Microsoft Corp

6.95 86.3 Mil
Technology

Danaher Corp

6.04 75.0 Mil
Healthcare

Thermo Fisher Scientific Inc

6.03 74.8 Mil
Healthcare

Intuit Inc

5.33 66.2 Mil
Technology

Mastercard Inc Class A

5.28 65.5 Mil
Financial Services

Amphenol Corp Class A

4.64 57.6 Mil
Technology

Linde PLC

4.18 51.9 Mil
Basic Materials

TJX Companies Inc

4.18 51.9 Mil
Consumer Cyclical