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Morningstar

Eaton Vance Atlanta Capital Focused Gr I EILGX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 18.78  /  +1.46 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.08%
  • Turnover 10%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis EILGX

Will EILGX 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 EILGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EILGX 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 EILGX’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 I's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings EILGX

More EILGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

8.54 101.0 Mil
Communication Services

Visa Inc Class A

7.37 87.2 Mil
Financial Services

Microsoft Corp

6.97 82.5 Mil
Technology

Danaher Corp

6.13 72.5 Mil
Healthcare

Thermo Fisher Scientific Inc

6.00 71.0 Mil
Healthcare

Mastercard Inc Class A

4.97 58.8 Mil
Financial Services

Amphenol Corp Class A

4.75 56.3 Mil
Technology

S&P Global Inc

4.57 54.1 Mil
Financial Services

TJX Companies Inc

4.35 51.5 Mil
Consumer Cyclical

Intuit Inc

4.26 50.4 Mil
Technology