Overview

Growth of $10,000

10-year period ended 9/30/14

  • A Shares at NAV

Average Annual Returns (%) as of Sep 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -3.96 -3.58 -2.74 6.13 20.78 15.36 11.38
Fund w/Max Sales Charge -9.49 -9.12 -8.33 0.04 18.41 14.00 10.72
Russell 2500 Index2 -5.14 -5.35 0.28 8.97 22.78 15.98 9.45
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. Total return prior to the commencement of the class reflects returns of another Fund class. Prior returns are adjusted to reflect applicable sales charge (but were not adjusted for other expenses). If adjusted for other expenses, returns would be lower. Max Sales Charge: 5.75%.

Fund Facts as of Sep 30, 2014

Class A Inception 11/28/2003
Performance Inception 04/30/2002
Investment Objective Long-term capital growth
Total Net Assets $5.5B
Minimum Investment $1000
Expense Ratio (Gross)3 1.26%
Expense Ratio (Net)3,4 1.25%
CUSIP 277902656

Top 10 Holdings (%)5,6 as of Sep 30, 2014

Markel Corp
HCC Insurance Holdings Inc
Kirby Corp
Morningstar Inc
ANSYS Inc
DENTSPLY International Inc
Sally Beauty Holdings Inc
Henry Schein Inc
SEI Investments Co
City National Corp/CA
Total 33.48


Portfolio Management

Charles B. Reed, CFA Managed Fund since inception
William O. Bell IV, CFA Managed Fund since 2004
W. Matthew Hereford, CFA Managed Fund since 2004

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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 Sep 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -3.96 -3.58 -2.74 6.13 20.78 15.36 11.38
Fund w/Max Sales Charge -9.49 -9.12 -8.33 0.04 18.41 14.00 10.72
Russell 2500 Index2 -5.14 -5.35 0.28 8.97 22.78 15.98 9.45
Morningstar™ Mid-Cap Growth Category7 -3.43 -2.29 1.63 10.05 20.14 14.82 9.07
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. Total return prior to the commencement of the class reflects returns of another Fund class. Prior returns are adjusted to reflect applicable sales charge (but were not adjusted for other expenses). If adjusted for other expenses, returns would be lower. Max Sales Charge: 5.75%.

Calendar Year Returns (%)

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Fund at NAV 18.55 4.51 14.43 11.74 -26.20 34.94 25.53 5.44 13.91 35.72
Russell 2500 Index2 18.29 8.11 16.17 1.38 -36.79 34.39 26.71 -2.51 17.88 36.80

Fund Facts

Expense Ratio (Gross)3 1.26%
Expense Ratio (Net)3,4 1.25%
Class A Inception 11/28/2003
Performance Inception 04/30/2002
Distribution Frequency Annually


Risk Measures (3 Year)8 as of Sep 30, 2014

Alpha (%) 2.57
Beta 0.79
R-Squared (%) 87.21
Standard Deviation (%) 11.92
Sharpe Ratio 1.74


Morningstar™ Ratings as of Sep 30, 2014

Time Period Rating Rating (Load Waived) Funds in
Mid-Cap Growth
Category
Overall **** **** 642
3 Years *** **** 642
5 Years *** **** 582
10 Years ***** ***** 425
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
Oct 29, 2014 $23.24 $0.01
Oct 28, 2014 $23.23 $0.37
Oct 27, 2014 $22.86 $0.07
Oct 24, 2014 $22.79 $0.14
Oct 23, 2014 $22.65 $0.23
Oct 22, 2014 $22.42 $-0.16
Oct 21, 2014 $22.58 $0.56
Oct 20, 2014 $22.02 $0.19
Oct 17, 2014 $21.83 $0.21
Oct 16, 2014 $21.62 $0.14

Distribution History9

Ex-Date Distribution Reinvest NAV
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 History9

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 12, 2013 $0.14780 $22.08
Dec 13, 2012 $0.05570 $16.87
Dec 21, 2011 $0.03130 $0.05640 $14.90
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. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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 (%)5,10 as of Sep 30, 2014

U.S. Common Stocks 97.73
Cash & Other Assets 2.27
Total 100.00

Portfolio Statistics as of Sep 30, 2014

Average Market Cap $5.8B
Price/Earnings Ratio 20.44
Number of Holdings 52
Price/Book Ratio 2.83


GICS Sector Breakdown (%)5 as of Sep 30, 2014

Sector Fund Russell 2500 Index2
Consumer Discretionary 12.32 14.26
Consumer Staples 1.85 2.76
Energy 2.17 5.51
Financials 21.90 23.08
Health Care 14.37 11.68
Industrials 24.73 15.50
Information Technology 16.92 15.32
Materials 3.47 6.69
Telecom Services 0.00 0.88
Utilities 0.00 4.33
Cash 2.27 0.00


Market Cap Breakdown (%)5,11 as of Sep 30, 2014

$5-15 Billion 54.65
$1.5-5 Billion 45.35


Fund Holdings (%)5,12 as of Jun 30, 2014

Holding % of Net Assets
Markel Corp 4.86%
HCC Insurance Holdings Inc 3.70%
Affiliated Managers Group Inc 3.70%
Morningstar Inc 3.49%
Kirby Corp 3.32%
LKQ Corp 3.17%
EV Cash Reserves Fund 3.16%
DENTSPLY International Inc 3.05%
ANSYS Inc 3.00%
Henry Schein Inc 2.71%
View All

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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 Sep 30, 2014

Major global stock markets delivered mixed returns for the third quarter of 2014, as U.S. equities recorded modest gains, while some overseas equity markets retreated. Late in the quarter, most stock markets worldwide fell amid renewed worries about the global economy, mounting international tensions and elevated equity valuations.

In the U.S., stocks stalled early in the period, then pulled back sharply in late July on geopolitical and economic concerns. However, many investors viewed the pullback as a buying opportunity, allowing stocks to soon resume their upward trend. In their generally steady rise until the period’s final two weeks, U.S. stocks drew support from the Federal Reserve’s (the Fed) ongoing low-interest-rate policy, along with some positive economic reports.

A number of economic indicators pointed to continued gradual improvement in the U.S. economy, including upbeat data on retail sales, manufacturing activity, construction spending, new home starts and revised GDP growth for the second quarter of 2014. On the employment front, hiring indicators turned up in September after lower-than-expected job creation numbers for August. Overseas, weakening economies in Europe led the European Central Bank (ECB) to adopt further stimulus measures late in the quarter. In China, disappointing economic data for August sparked fresh worries about slowing growth in the world’s second-largest economy.

Among major world equity indexes, after hitting an all-time high during the quarter, the Dow Jones Industrial Average13 finished the period with a modest gain of 1.9%. The broader S&P 500 Index14 rose 1.1% after also attaining a record high during the quarter. Large-cap U.S. equities generally outperformed their small-cap counterparts during the quarter, with growth stocks outpacing value stocks within both the large- and small-cap space. Overseas, the MSCI EAFE Index15 of developed-market international stocks fell 5.9%, while the MSCI Emerging Markets Index16 lost 3.5%.

Performance Summary 

Eaton Vance Atlanta Capital SMID-Cap Fund (the Fund) outperformed its benchmark, the Russell 2500 Index (the Index)2, for the quarter ended September 30, 2014, returning -3.58% for Class A shares at net asset value versus the Index’s -5.35% return.

  • Eight of the 10 economic sectors within the Index posted negative results for the quarter. Energy and utilities (the two best-performing sectors in the second quarter) were the worst- performing Index sectors in the third quarter. The more defensive telecommunication services and health care sectors were the best-performing sectors for the quarter. High-quality stocks generally outperformed low-quality stocks.
  • The Fund’s outperformance versus the Index for the quarter was largely driven by positive stock selection, supported by positive sector allocation. Stock selection was positive in five of the eight sectors represented in the Fund, with the strongest contributions coming from industrials, financials and information technology. Stock selection in health care detracted the most from the Fund’s relative performance.
  • Overall, sector allocation had a positive impact on Fund performance relative to the Index. The Fund’s underweight in health care had the largest positive impact on relative performance from a sector standpoint, while a significant overweight in industrials was the largest detractor.

Average Annual Returns (%) as of Sep 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -3.96 -3.58 -2.74 6.13 20.78 15.36 11.38
Fund w/Max Sales Charge -9.49 -9.12 -8.33 0.04 18.41 14.00 10.72
Russell 2500 Index2 -5.14 -5.35 0.28 8.97 22.78 15.98 9.45
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. Total return prior to the commencement of the class reflects returns of another Fund class. Prior returns are adjusted to reflect applicable sales charge (but were not adjusted for other expenses). If adjusted for other expenses, returns would be lower. Max Sales Charge: 5.75%.

Fund Facts as of Sep 30, 2014

Class A Inception 11/28/2003
Performance Inception 04/30/2002
Expense Ratio (Gross)3 1.26%
Expense Ratio (Net)3,4 1.25%


Contributors 

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

  • Stock selection results in industrials, financials, information technology, consumer staples and materials were areas of strength for the Fund during the quarter.
  • Specifically, results in the machinery, marine, capital markets, professional services and IT services industries were the strongest performance contributors relative to the Index.
  • From a sector allocation standpoint, the Fund’s underweight in energy, its overweight in health care, its cash position and a lack of exposure to utilities made positive impacts on relative performance.
  • The Fund’s top five individual performance contributors included a consumer discretionary company (Sally Beauty), a financial position (SEI Investments), an information technology company (Blackbaud) and two names in industrials (TransDigm Group and Kirby Corp.).

Detractors 

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

  • Within the health care sector, the Fund’s lack of exposure to the strong-performing biotechnology and pharmaceuticals industries detracted the most from relative performance. Stock selection within the textiles apparel & luxury goods and software industries also hindered relative performance.
  • From a sector allocation standpoint, the Fund’s overweight in industrials dampened relative performance, as did its lack of exposure to telecommunication services, which was the best-performing sector in the Index.
  • The Fund’s five greatest individual performance detractors included two information technology companies (Solera Holdings and Fair Isaac), a consumer discretionary stock (Aaron’s Inc.), one industrial company (Jacobs Engineering Group) and an energy name (Oceaneering International).

Investment Outlook And Fund Positioning 

After five-plus years of strong performance, U.S. small- and mid-cap markets experienced a pullback in the third quarter of 2014 and continue to trail U.S. large-cap stocks by a sizable margin year-to-date. We continue to believe that the majority of stocks are fully valued and that volatility is likely to persist going forward. Our investment process remains focused on finding high-quality businesses with consistent and growing earnings, strong cash flows and disciplined management teams. We expect these types of businesses to continue to perform well in rising markets, while potentially providing some downside protection in declining markets.

As of quarter-end, the Fund contained 52 stocks representing eight of the 10 economic sectors in the Index. Relative to the sector weightings in the Index, the Fund was overweight industrials, health care and information technology. The Fund was underweight energy, materials, financials, consumer staples, consumer discretionary and energy and had no exposure to telecommunication services or utilities.

Top 10 Holdings (%)5,6 as of Sep 30, 2014

Markel Corp 4.62
HCC Insurance Holdings Inc 3.91
Kirby Corp 3.57
Morningstar Inc 3.53
ANSYS Inc 3.45
DENTSPLY International Inc 3.14
Sally Beauty Holdings Inc 3.11
Henry Schein Inc 2.85
SEI Investments Co 2.71
City National Corp/CA 2.59
Total 33.48


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. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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

Sector Attribution as of Sep 30, 2014

Fund Russell 2500 Index2 Attribution
Sectors Average Weight Total Return Contrib. to Return Average Weight Total Return Contrib. to Return Allocation Effect Selection Effect Total Effect
3 Month Attribution
Consumer Discretionary 13.65 -4.13 -0.55 14.00 -4.14 -0.59 0.00 -0.01 -0.01
Consumer Staples 1.72 0.77 0.02 2.89 -6.10 -0.17 0.01 0.12 0.13
Energy 2.25 -17.01 -0.41 5.82 -16.15 -0.98 0.42 -0.03 0.39
Financials 21.56 -1.16 -0.30 22.96 -4.06 -0.93 -0.01 0.62 0.61
Health Care 13.88 -3.81 -0.54 11.43 0.41 0.04 0.16 -0.63 -0.47
Industrials 23.86 -3.58 -0.87 15.68 -7.46 -1.18 -0.19 0.96 0.77
Information Technology 16.38 -2.86 -0.49 15.25 -5.08 -0.78 0.01 0.35 0.36
Materials 3.40 -4.18 -0.14 6.78 -6.53 -0.45 0.04 0.08 0.13
Telecom Services 0.00 0.00 0.00 0.86 1.22 0.01 -0.06 0.00 -0.06
Utilities 0.00 0.00 0.00 4.33 -7.43 -0.32 0.10 0.00 0.10
Cash 3.30 0.01 0.00 0.00 0.00 0.00 0.10 0.00 0.10
Total 100.00 -3.29 -3.29 100.00 -5.35 -5.35 0.59 1.46 2.05
1 Year Attribution
Consumer Discretionary 15.71 -3.76 -0.36 14.27 4.65 0.70 -0.10 -1.34 -1.45
Consumer Staples 1.71 18.99 0.31 2.76 5.16 0.15 0.05 0.20 0.26
Energy 2.34 -19.93 -0.50 5.95 5.95 0.44 0.05 -0.68 -0.63
Financials 20.10 13.88 2.54 23.15 9.91 2.29 0.01 0.77 0.77
Health Care 12.65 7.03 0.79 10.96 15.49 1.57 0.21 -1.12 -0.91
Industrials 24.20 17.11 3.90 15.78 8.74 1.41 -0.01 1.75 1.73
Information Technology 14.98 4.38 0.62 15.19 5.96 0.90 0.07 -0.23 -0.16
Materials 3.27 4.54 0.15 6.69 11.37 0.75 -0.08 -0.20 -0.28
Telecom Services 0.00 0.00 0.00 0.94 25.91 0.22 -0.13 0.00 -0.13
Utilities 0.00 0.00 0.00 4.32 12.92 0.55 -0.14 0.00 -0.14
Cash 5.04 0.04 0.00 0.00 0.00 0.00 -0.61 0.00 -0.61
Total 100.00 7.44 7.44 100.00 8.97 8.97 -0.68 -0.85 -1.53


Additional Notes 

Source: Factset.

Attribution analysis shows the contribution of indicated factor exposures to a portfolio's relative total return versus a designated benchmark. Results are based on each day's ending holdings, and linked to generate attribution over longer periods. Portfolio returns do not reflect applicable expenses and trading costs, or variations in transaction prices from end of day values.

Allocation Effect 

Measures portfolio's excess return due to over or under-weighting a sector.

Selection Effect 

Measures portfolio's excess return from selecting individual stocks within each sector.

Portfolio profile subject to change due to active management. Percentages may not total 100% due to rounding. Fund invests in an affiliated investment company (Portfolio) with the same objective(s) and policies as the Fund. References to investments are to the Portfolio's holdings.

About Risk 

Fund share values are sensitive to stock market volatility. Smaller companies are generally subject to greater price fluctuations, limited liquidity, higher transaction costs and higher investment risk than larger, established companies. 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
Charles B. Reed, CFA

Charles B. Reed, CFA

Vice President and Managing Director
Atlanta Capital Management
Joined Atlanta Capital 1998

Charles (Chip) Reed is a managing director—core equities and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Prior to joining the firm in 1998, Chip was a portfolio manager with the Florida State Board of Administration responsible for managing their internal special situation equity fund.

Chip earned a B.S. in finance from Florida State University and is a CFA charterholder.

Education
  • B.S. Florida State University
Experience
  • Managed Fund since inception
 
Biography
William O. Bell IV, CFA

William O. Bell IV, CFA

Vice President and Principal
Atlanta Capital Management
Joined Atlanta Capital 1999

Bill Bell is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Prior to joining the firm in the fall of 1999, Bill was a portfolio manager with the Florida State Board of Administration. He was responsible for managing their internal special situation equity fund.

Bill earned a B.A. in finance from Florida State University and is a CFA charterholder.

Education
  • B.A. Florida State University
Experience
  • Managed Fund since 2004
 
Biography
W. Matthew Hereford, CFA

W. Matthew Hereford, CFA

Vice President and Principal
Atlanta Capital Management
Joined Atlanta Capital 2002

Matt Hereford is a vice president and principal of Atlanta Capital Management Co., LLC, an investment adviser and majority-owned subsidiary of Eaton Vance Corp. He serves as a portfolio manager on the firm's small- and SMID-cap team.

Prior to joining the firm in December 2002, Matt was affiliated for five years with INVESCO, where he was responsible for managing their Concentrated Equity portfolio.

Matt earned a B.B.A. in international business from the University of Mississippi. He is a CFA charterholder and is a member of the Atlanta Society of Financial Analysts.

Education
  • B.B.A. University of Mississippi
Experience
  • Managed Fund since 2004
 

Fund Literature

Fund Literature

Annual Report

Attribution

Commentary

Atlanta Capital Market Commentary

Fact Sheet

Estimated Capital Gains: Estimates as of October 15, 2014

Full Prospectus

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

Eaton Vance Atlanta Capital SMID-Cap Fund Closing to New Investors

SAI

Think Performance Think Eaton Vance

Semi-Annual Report

Summary Prospectus

XBRL


 

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    Symbol:  

    NAV as of