Overview

Growth of $10,000

10-year period ended 03/31/2015

  • Class A at NAV

Average Annual Returns (%) as of Mar 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
04/30/2015
Fund at NAV 0.40 4.23 1.76 11.76 11.11 11.58 7.26
Fund w/Max Sales Charge -5.35 -1.76 -4.08 5.30 8.93 10.26 6.63
Russell 1000 Growth Index1 0.50 5.98 4.36 16.67 16.60 15.48 9.62
03/31/2015
Fund at NAV -2.60 1.35 1.35 10.32 10.50 11.63 6.95
Fund w/Max Sales Charge -8.21 -4.46 -4.46 4.00 8.34 10.32 6.32
Russell 1000 Growth Index1 -1.14 3.84 3.84 16.09 16.34 15.63 9.35
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative. Max Sales Charge: 5.75%.

Fund Facts as of Apr 30, 2015

Class A Inception 11/28/2003
Performance Inception 04/30/2002
Investment Objective Long-term capital growth
Total Net Assets $148.1M
Minimum Investment $1000
Expense Ratio2 1.08%
CUSIP 277902664

Top 10 Holdings (%)3,4 as of Mar 31, 2015

Google Inc Class C
Monsanto Co
Gilead Sciences Inc
Apple Inc
Starbucks Corp
Celgene Corp
Lowe's Cos Inc
Visa Inc
Danaher Corp
Schlumberger Ltd
Total 47.83


Portfolio Management

Richard England, CFA Managed Fund since 2008
Paul Marshall, CFA Managed Fund since 2003

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund share values are sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Performance

Average Annual Returns (%) as of Mar 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
04/30/2015
Fund at NAV 0.40 4.23 1.76 11.76 11.11 11.58 7.26
Fund w/Max Sales Charge -5.35 -1.76 -4.08 5.30 8.93 10.26 6.63
Russell 1000 Growth Index1 0.50 5.98 4.36 16.67 16.60 15.48 9.62
Morningstar™ Large Growth Category5 -0.02 5.33 3.42 14.91 15.33 13.61 8.80
03/31/2015
Fund at NAV -2.60 1.35 1.35 10.32 10.50 11.63 6.95
Fund w/Max Sales Charge -8.21 -4.46 -4.46 4.00 8.34 10.32 6.32
Russell 1000 Growth Index1 -1.14 3.84 3.84 16.09 16.34 15.63 9.35
Morningstar™ Large Growth Category5 -0.96 3.45 3.45 13.30 15.06 13.86 8.48
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative. Max Sales Charge: 5.75%.

Calendar Year Returns (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Fund at NAV 3.62 8.44 12.10 -36.89 33.04 17.65 -5.96 17.64 26.85 8.40
Russell 1000 Growth Index1 5.26 9.07 11.81 -38.44 37.21 16.71 2.64 15.26 33.48 13.05

Fund Facts

Expense Ratio2 1.08%
Class A Inception 11/28/2003
Performance Inception 04/30/2002
Distribution Frequency Annually


Risk Measures (3 Year)6 as of Apr 30, 2015

Alpha (%) -6.11
Beta 1.10
R-Squared (%) 90.72
Standard Deviation (%) 11.35
Sharpe Ratio 0.97


Morningstar™ Ratings as of Apr 30, 2015

Time Period Rating Rating (Load Waived) Funds in
Large Growth
Category
Overall * ** 1577
3 Years * * 1577
5 Years * ** 1357
10 Years * ** 953
Based on Risk-Adjusted Returns.

The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and 10-year (if applicable) Morningstar Rating metrics.

© 2014 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers is responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on how a fund ranks on a Morningstar Risk-Adjusted Return measure against other funds in the same category. This measure takes into account variations in a fund's monthly performance after adjusting for sales loads (except for load-waived A shares) redemption fees, and the risk-free rate, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. Load-waived A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan). Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load. The Morningstar Rating may differ among share classes of a mutual fund as a result of different sales loads and/or expense structure.

NAV History

Date NAV NAV Change
May 22, 2015 $15.57 $0.01
May 21, 2015 $15.56 $0.06
May 20, 2015 $15.50 $-0.05
May 19, 2015 $15.55 $-0.01
May 18, 2015 $15.56 $0.06
May 15, 2015 $15.50 $0.00
May 14, 2015 $15.50 $0.19
May 13, 2015 $15.31 $0.04
May 12, 2015 $15.27 $-0.05

Distribution History7

Ex-Date Distribution Reinvest NAV
Dec 11, 2014 $0.00790 $14.75
Dec 12, 2013 $0.02630 $14.11
No records in this table indicates that there has not been a distribution greater than .0001 within the past 3 years.
Fund prospectus

Capital Gain History7

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 11, 2014 $0.22530 $0.91980 $14.75
Dec 12, 2013 $0.04460 $0.27180 $14.11
No records in this table indicates that there has not been a capital gain greater than .0001 within the past 3 years.
Fund prospectus

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is as of month-end for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. For the Eaton Vance Fund's performance as of the most recent month-end, please refer to eatonvance.com. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns shown at NAV unless noted otherwise. Returns for other classes of shares offered by the Fund are different. It is not possible to invest in an index.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund share values are sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Portfolio

Asset Mix (%)4,8 as of Mar 31, 2015

U.S. Common Stocks 98.10
Cash & Other Assets 1.90
Total 100.00

Portfolio Statistics as of Mar 31, 2015

Average Market Cap $132.2B
Price/Earnings Ratio 18.29
Number of Holdings 30
Price/Book Ratio 4.18


GICS Sector Breakdown (%)4 as of Mar 31, 2015

Sector Fund Russell 1000 Growth Index1
Consumer Discretionary 19.13 18.82
Consumer Staples 2.99 10.58
Energy 4.25 4.49
Financials 7.91 5.22
Health Care 19.83 14.31
Industrials 7.76 11.85
Information Technology 28.23 28.55
Materials 7.99 3.94
Telecom Services 0.00 2.16
Utilities 0.00 0.09
Cash 1.91 0.00


Market Cap Breakdown (%)4,9 as of Mar 31, 2015

> $150 Billion 19.19
$50-150 Billion 59.70
$15-50 Billion 13.09
$5-15 Billion 7.23
$1.5-5 Billion 0.80


Fund Holdings (%)4,10 as of Mar 31, 2015

Holding % of Net Assets
Google Inc Class C 7.21%
Monsanto Co 6.42%
Gilead Sciences Inc 6.27%
Apple Inc 5.08%
Starbucks Corp 4.86%
Celgene Corp 3.82%
Lowe's Cos Inc 3.61%
Visa Inc 3.54%
Danaher Corp 3.53%
Schlumberger Ltd 3.47%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund share values are sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Insights & Analysis

Quarterly Commentary

A Word On The Markets  as of Mar 31, 2015

Amid volatile markets, U.S. stocks delivered modest gains in the first quarter of 2015, while major overseas equity markets advanced more strongly. In the U.S., the three-month period began with mixed economic signals. While the job market continued to improve and consumer confidence increased, domestic stocks swung sharply in January on worries about a possible interest-rate hike by the U.S. Federal Reserve (Fed), slowing growth overseas and some weakening of corporate earnings. In particular, many large U.S. companies felt the impact of the rising U.S. dollar on exports and overseas profits.

As market volatility eased in February, U.S. stocks climbed to new all-time highs. Volatility returned in the final month of the period on renewed anxiety over Fed policy, as well as geopolitical tensions and further signs of global economic weakness. At its March meeting, while the Fed opened the door to a potential rate hike later in the year, it simultaneously indicated caution amid evidence of moderating U.S. economic growth.

Overseas, despite the renewed Greek debt crisis, European stocks rallied during the three-month period, as investor sentiment was buoyed by the European Central Bank’s announcement of a new bond-buying stimulus program. In China, stocks rose on hopes for additional stimulus measures to boost the country’s sluggish economy.

For the quarter, the Dow Jones Industrial Average11 gained 0.33%, while the broader U.S. stock market, as represented by the S&P 500 Index,12 added 0.95%. Globally, the MSCI World Index13 returned 1.82%. The MSCI EAFE Index of developed-market international equities advanced 4.88%, while the MSCI Emerging Markets Index14 rose 2.24%.

Performance Summary 

Eaton Vance Atlanta Capital Focused Growth Fund (the Fund) underperformed its benchmark, the Russell 1000 Growth Index (the Index)1, for the quarter ended March 31, 2015, returning 1.35% for Class A shares at net asset value versus the Index’s 3.84% return.

  • For the first quarter, the defensive utilities sector was the only sector in the Index to decline – a stark contrast to the previous quarter, when utilities was the only sector to have a positive double-digit return. Health care was the best-performing Index sector, followed by telecommunication services.
  • The Fund’s underperformance versus the Index during the quarter was driven largely by stock selection, which was negative in six of the eight sectors in which the Fund was invested. Selection in health care had the biggest negative impact.
  • Sector allocation provided a slight drag on the Fund’s relative performance. An overweight allocation in materials had the most negative impact.

Average Annual Returns (%) as of Mar 31, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -2.60 1.35 1.35 10.32 10.50 11.63 6.95
Fund w/Max Sales Charge -8.21 -4.46 -4.46 4.00 8.34 10.32 6.32
Russell 1000 Growth Index1 -1.14 3.84 3.84 16.09 16.34 15.63 9.35
Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that shares, when redeemed, may be worth more or less than their original cost. Performance is for the stated time period only; due to market volatility, the Fund's current performance may be lower or higher than quoted. Returns are historical and are calculated by determining the percentage change in net asset value (NAV) with all distributions reinvested. Returns for other classes of shares offered by the Fund are different. Performance less than one year is cumulative. Max Sales Charge: 5.75%.

Fund Facts as of Mar 31, 2015

Class A Inception 11/28/2003
Performance Inception 04/30/2002
Expense Ratio2 1.08%


Contributors 

Factors contributing to the Fund’s relative performance compared to the Index during the quarter:

  • While the impact of sector allocation was virtually flat during the quarter, the Fund’s underweight in industrials and its overweight in health care provided the strongest positive contributions to relative performance. Within information technology, an underweight to the software industry was also a positive contributor.
  • Stock selection had the biggest negative impact on the Fund’s relative performance during the quarter, but was positive in the industrials and information technology sectors. Additionally, at the industry level, selection was strongest in the hotels, restaurants & leisure group.
  • The Fund’s top five individual performance contributors included one consumer discretionary company (Starbucks), an information technology firm (Cognizant Technology Solutions), a health care stock (Bristol-Myers Squibb) and avoidance of two Index positions – one in health care (AbbVie) and the other in information technology (Microsoft).

Detractors 

Factors detracting from the Fund’s relative performance compared to the Index during the quarter:

  • Stock selection had the biggest negative impact on the Fund’s relative performance during the quarter, particularly in the health care, consumer discretionary and materials sectors. Selection was also negative in energy, financials and consumer staples.
  • Sector allocation was also negative during the quarter, with most of the weakness due to overweights in materials and financials. Breaking it down to industries, an overweight in consumer finance detracted, as did stock selection in the biotechnology space.
  • The Fund’s five greatest individual performance detractors included one materials company (Monsanto Company), one information technology firm (EMC Corporation), two consumer discretionary positions (Twenty-First Century Fox and Michael Kors) and a financials name (American Express Company).

Investment Outlook And Fund Positioning 

U.S. stock prices seesawed back and forth during the first quarter, but generally closed higher. Following several years of strong outperformance, U.S. stocks lagged most foreign markets during the quarter. This reversal of fortune was probably due to the differences in monetary policy between the U.S. Federal Reserve (Fed) and most other central banks. The Fed seems set to raise interest rates because the U.S. economy is strengthening. Most other central banks have been cutting rates to bolster their sagging economies. However, our aging economic expansion may pose increased risks for both the stock and bond markets.

Going forward, we believe that earnings growth, not expanding price/earnings (P/E) ratios, will likely drive stock prices, leading to a lower level of equity market returns over the next several years. Although the market as a whole may see a reduced return level in the coming years, we believe high-quality large-cap growth stocks will likely fare better. The past several years’ outperformance of lower-quality and smaller stocks has resulted in large-cap high-quality stocks being significantly undervalued, in our view. Our investment process remains focused on identifying companies with consistent and durable earnings growth whose stocks appear to be trading at reasonable valuations. We expect these types of businesses to continue to perform well in rising markets, while potentially providing some downside protection in more volatile markets.

As of quarter-end, the portfolio contained 30 stocks representing eight of the 10 economic sectors comprising the Index. Relative to the sector weightings in the Index, the portfolio was overweight health care, materials, financials and information technology. The portfolio was underweight consumer staples, industrials, consumer discretionary and energy and had no exposure to utilities or telecommunication services.

Top 10 Holdings (%)3,4 as of Mar 31, 2015

Google Inc Class C 7.21
Monsanto Co 6.42
Gilead Sciences Inc 6.27
Apple Inc 5.08
Starbucks Corp 4.86
Celgene Corp 3.82
Lowe's Cos Inc 3.61
Visa Inc 3.54
Danaher Corp 3.53
Schlumberger Ltd 3.47
Total 47.83


No commentary information is currently available.

The views expressed in this report are those of portfolio manager(s) and are current only through the date stated at the top of this page. These views are subject to change at any time based upon market or other conditions, and Eaton Vance disclaims any responsibility to update such views. These views may not be relied upon as investment advice and, because investment decisions are based on many factors, may not be relied upon as an indication of trading intent on behalf of any Eaton Vance fund. This commentary may contain statements that are not historical facts, referred to as "forward looking statements". The Fund's actual future results may differ significantly from those stated in any forward-looking statement, depending on factors such as changes in securities or financial markets or general economic conditions, the volume of sales and purchases of Fund shares, the continuation of investment advisory, administrative and service contracts, and other risks discussed from time to time in the Fund's filings with the Securities and Exchange Commission.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund share values are sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Attribution

No attribution information is currently available.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding.

About Risk 

Fund share values are sensitive to stock market volatility. A nondiversified fund may be subject to greater risk by investing in a smaller number of investments than a diversified fund. No Fund is a complete investment program and you may lose money investing in a Fund. The Fund may engage in other investment practices that may involve additional risks and you should review the Fund prospectus for a complete description.


Management

Biography
Richard England, CFA

Richard England, CFA

Managing Director and Principal
Atlanta Capital Management
Joined Atlanta Capital 2004

Richard England is a managing director—growth equities and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as portfolio manager on the firm's large-cap growth equity team.

Prior to joining the firm in August 2004, Richard was affiliated with Putnam Investments in Boston, MA, where he was a senior portfolio manager on the Core Growth Equity team. Previously, he was affiliated with Aetna Equity Investors.

Richard earned a B.S. from the University of Florida and an M.B.A. from the Wharton School, University of Pennsylvania. He is a CFA charterholder.

Education
  • B.S. University of Florida
  • M.B.A. The Wharton School, University of Pennsylvania
Experience
  • Managed Fund since 2008
 
Biography
Paul Marshall, CFA

Paul Marshall, CFA

Vice President
Atlanta Capital Management
Joined Atlanta Capital 2000

Paul Marshall is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He is a member of the large-cap growth equity portfolio management teams.

Prior to joining the firm in April 2000, Paul was a portfolio manager with Bank of America Capital Management and also served as an energy analyst supporting value, growth, balanced and equity income portfolios.

Paul earned a B.S. in economics from Vanderbilt University and an M.B.A. from the University of Notre Dame. He served as an officer in the United States Army and is a CFA charterholder.

Education
  • B.S. Vanderbilt University
  • M.B.A Mendoza College of Business, University of Notre Dame
Experience
  • Managed Fund since 2003
 

Fund Literature

Fund Literature

Annual Report

Atlanta Capital Market Commentary

Commentary

Fact Sheet

Full Prospectus

Holdings-1st or 3rd fiscal quarters-www.sec.gov

SAI

Semi-Annual Report

Summary Prospectus

XBRL


 

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