EAASX - Eaton Vance Atlanta Capital SMID-Cap Fund Class A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Eaton Vance Atlanta Capital SMID-Cap Fund Class A

Eaton Vance Growth Trust

Two International Place

Boston, MA 02110

800-262-1122
Management Information
Charles B. Reed,Lead Manager since April 29, 2002
Charles B. Reed, CFA is a Managing Director, Core Equity and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's Small Cap, SMID Cap and Select Equity portfolios. He is also a member of the Management Committee. Prior to joining the firm in 1998, Mr. Reed was a portfolio manager with the Florida State Board of Administration where he was responsible for managing their internal special situation equity fund. Mr. Reed holds the Chartered Financial Analyst designation and is a graduate of Florida State University where he earned a Bachelor of Science degree in Finance.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyEaton Vance
Net Assets11.16B
YTD Return-11.22%
Yield0.00%
Morningstar Rating★★★
Inception DateNov. 27, 2003

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover16.00%
Average for CategoryN/A

Fees & Expenses

ExpenseEAASXCategory Average
Annual Report Expense Ratio (net)1.17%1.16%
Prospectus Net Expense Ratio1.17%N/A
Prospectus Gross Expense Ratio1.17%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.48%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection925N/A
5 Yr Expense Projection1,182N/A
10 Yr Expense Projection1,914N/A