Eaton Vance Atlanta Capital SMID-Cap I
Two International Place Boston MA 02110
Map
Phone: 800-262-1122
| Category: | Small Blend | | Fund Family: | Eaton Vance | | Net Assets: | 65.36M | | Year-to-Date Return: | 31.60% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Apr-02 |
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Charles B. Reed
Lead Manager since
30-Apr-02 | | | Reed is vice president and portfolio manager with Atlanta Capital Management Company, his employer since September 1998. Prior to joining Atlanta, he served as equity portfolio manager with Florida State Board of Administration. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth. The fund normally invests in common stocks of companies having market capitalizations within the range of companies comprising the Russell 2500 Index (?Russell 2500?). Under normal circumstances, it invests at least 80% of its net assets in small to mid-cap stocks. The portfolio securities of the fund are selected by a portfolio management team. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(23-Dec-08):
| 0.26 | | Annual Holdings Turnover
| 42.00% | | Average for Category:
| 95.63% |
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| Expense | EISMX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 414 | $614 | | 5 Yr Expense Projection*: |
$ 753 | $991 | | 10 Yr Expense Projection*: |
$ 1,713 | $1,998 |
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1.73% Nasdaq 
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