Morningstar

Eaton Vance Atlanta Capital Focused Growth Fund Class R6 ERLGX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $17.71  /  −1.01 %
  • Fund Size $426.0M
  • Adjusted Expense Ratio 0.720%
  • Net Expense Ratio 0.720%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $5M
  • Investment Status Open
  • TTM Yield 0.19%
  • Turnover Ratio 11%
NAV and 1-Day Return as of

Morningstar’s Analysis ERLGX

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

  • People Pillar

    The People Pillar is our evaluation of the ERLGX 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 ERLGX’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 Fcs Gr R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ERLGX

More ERLGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 62.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Thermo Fisher Scientific Inc

9.33 43M
Healthcare

Visa Inc Class A

9.10 42M
Financial Services

Danaher Corp

9.04 42M
Healthcare

Mastercard Inc Class A

7.92 37M
Financial Services

Verisk Analytics Inc

5.92 27M
Industrials

VeriSign Inc

5.37 25M
Technology

S&P Global Inc

4.16 19M
Financial Services

Alphabet Inc Class C

3.94 18M
Communication Services

Microsoft Corp

3.89 18M
Technology

Netflix Inc

3.80 18M
Communication Services

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