Overview

Growth of $10,000

10-year period ended 06/30/2015

  • A Shares at NAV

Average Annual Returns (%)as of Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
07/31/2015
Fund at NAV 2.51 6.31 11.39 19.59 18.92 17.38 11.21
Fund w/Max Sales Charge 1.51 5.31 10.39 18.59 18.92 17.38 11.21
Russell 2500 Index2 -0.19 1.25 4.61 11.19 18.86 16.21 8.44
06/30/2015
Fund at NAV 2.10 2.70 8.67 12.59 17.76 18.12 11.64
Fund w/Max Sales Charge 1.10 1.70 7.67 11.59 17.76 18.12 11.64
Russell 2500 Index2 -0.69 -0.34 4.81 5.92 18.66 17.84 9.09
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: 1%.

Fund Factsas of Jul 31, 2015

Class C Inception 10/01/2009
Performance Inception 04/30/2002
Investment Objective Long-term capital growth
Total Net Assets $6.5B
Minimum Investment $1000
Expense Ratio3 1.98%
CUSIP 277902615

Top 10 Holdings (%)4,5as of Jul 31, 2015

Markel Corp
ANSYS Inc
Morningstar Inc
DENTSPLY International Inc
SEI Investments Co
Sally Beauty Holdings Inc
Acuity Brands Inc
Fair Isaac Corp
Equifax Inc
Bio-Rad Laboratories Inc
Total 33.59


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 performance is 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 Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
07/31/2015
Fund at NAV 2.51 6.31 11.39 19.59 18.92 17.38 11.21
Fund w/Max Sales Charge 1.51 5.31 10.39 18.59 18.92 17.38 11.21
Russell 2500 Index2 -0.19 1.25 4.61 11.19 18.86 16.21 8.44
Morningstar™ Mid-Cap Growth Category6 1.00 2.38 6.96 13.99 18.33 15.64 8.44
06/30/2015
Fund at NAV 2.10 2.70 8.67 12.59 17.76 18.12 11.64
Fund w/Max Sales Charge 1.10 1.70 7.67 11.59 17.76 18.12 11.64
Russell 2500 Index2 -0.69 -0.34 4.81 5.92 18.66 17.84 9.09
Morningstar™ Mid-Cap Growth Category6 -0.52 0.44 5.88 8.92 17.53 16.81 8.89
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: 1%.

Calendar Year Returns (%)

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Fund at NAV 4.51 14.43 11.74 -26.20 34.71 24.61 4.57 13.07 34.76 4.12
Russell 2500 Index2 8.11 16.17 1.38 -36.79 34.39 26.71 -2.51 17.88 36.80 7.07

Fund Facts

Expense Ratio3 1.98%
Class C Inception 10/01/2009
Performance Inception 04/30/2002
Distribution Frequency Annually


Risk Measures (3 Year)7as of Jul 31, 2015

Alpha (%) 3.60
Beta 0.80
R-Squared (%) 80.78
Standard Deviation (%) 9.67
Sharpe Ratio 1.95


Morningstar™ Ratingsas of Jul 31, 2015

Time Period Rating Rating (Load Waived) Funds in
Mid-Cap Growth
Category
Overall **** 654
3 Years **** 654
5 Years **** 583
10 Years ***** 447
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.

© 2015 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
Aug 27, 2015 $23.67 $0.46
Aug 26, 2015 $23.21 $0.55
Aug 25, 2015 $22.66 $-0.13
Aug 24, 2015 $22.79 $-0.88
Aug 21, 2015 $23.67 $-0.55
Aug 20, 2015 $24.22 $-0.53
Aug 19, 2015 $24.75 $-0.23
Aug 18, 2015 $24.98 $-0.07
Aug 17, 2015 $25.05 $0.17
Aug 14, 2015 $24.88 $0.11

Distribution History8

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 History8

Ex-Date Short-Term Long-Term Reinvest NAV
Dec 11, 2014 $0.76110 $22.25
Dec 12, 2013 $0.14780 $21.38
Dec 13, 2012 $0.05570 $16.47
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 performance is 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 (%)5,9as of Jul 31, 2015

U.S. Common Stocks 96.67
Cash 3.33
Total 100.00

Portfolio Statisticsas of Jul 31, 2015

Average Market Cap $6.7B
Price/Earnings Ratio 22.82
Number of Holdings 53
Price/Book Ratio 3.57


GICS Sector Breakdown (%)5as of Jul 31, 2015

Sector Fund Russell 2500 Index2
Consumer Discretionary 10.54 14.90
Consumer Staples 1.40 2.93
Energy 1.05 3.48
Financials 19.16 24.72
Health Care 16.87 13.59
Industrials 21.65 14.63
Information Technology 21.47 14.92
Materials 4.54 6.00
Telecom Services 0.00 0.65
Utilities 0.00 4.19
Cash 3.33 0.00


Market Cap Breakdown (%)5,10as of Jul 31, 2015

> $150 Billion 0.00
$50-150 Billion 0.00
$15-50 Billion 0.00
$5-15 Billion 58.27
$1.5-5 Billion 41.73
< $1.5Billion 0.00


Fund Holdings (%)5,11as of Mar 31, 2015

Holding % of Net Assets
Markel Corp 4.65%
HCC Insurance Holdings Inc 3.85%
ANSYS Inc 3.60%
Sally Beauty Holdings Inc 3.50%
Morningstar Inc 3.49%
Fair Isaac Corp 3.00%
SEI Investments Co 2.96%
DENTSPLY International Inc 2.84%
Equifax Inc 2.77%
Acuity Brands Inc 2.57%
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 performance is 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 Jun 30, 2015

Equity markets turned choppy in the second quarter of 2015, buffeted by conflicting economic signals and ongoing geopolitical issues.
While first-quarter U.S. GDP growth was disappointing, this was likely due to a harsh winter and other transitory factors, and it appears that the economy accelerated in the second quarter. The job market continued to strengthen, while retail sales, auto sales and consumer confidence all rose during the three-month period. The housing market also rebounded, as new and existing home sales hit multiyear highs, as did building permits. Manufacturing output dropped, reflecting spending cuts in the weak energy sector, as well as the strong U.S. dollar dampening exports.

The uneven pattern of economic growth led the U.S. Federal Reserve (Fed) to reassure investors that eventual interest-rate hikes would be gradual and would proceed slowly. U.S. stocks advanced following the Fed’s reassurance, with the technology-laden NASDAQ reaching a new record high. Near quarter-end, however, U.S. equities faltered after efforts to resolve Greece’s worsening debt crisis failed.

Similarly, many foreign equity markets fell late in the quarter after rising for much of the period. China’s stock market, a top global performer earlier in 2015, plunged in June on worries about slowing economic growth and excessive equity valuations. In Europe, stimulus measures by the European Central Bank spurred stock gains early in the period, before shares retreated amid mounting anxiety over the Greek crisis.

Many major equity indexes ended the quarter essentially unchanged. In the U.S., the S&P 500 Index12 rose marginally after hitting all-time highs during the quarter, while the Dow Jones Industrial Average13 fell slightly. In general, small-cap U.S. stocks narrowly outperformed their large-cap counterparts. Overseas, the MSCI EAFE Index of developed-market international equities posted a modest gain, as did the MSCI Emerging Markets Index14.

Performance Summary 

Eaton Vance Atlanta Capital SMID-Cap Fund (the Fund) outperformed its benchmark, the Russell 2500 Index (the Index), for the quarter ended June 30, 2015, returning 2.87% for Class A shares at net asset value versus the Index’s -0.34% return.

  • After a strong first quarter, small- and mid-cap markets took a pause in the second quarter. Only two of the 10 economic sectors within the Index had positive returns for the quarter. Health care and information technology continued their leadership from the first quarter, while telecommunication services, utilities and energy experienced the largest declines. There was very little difference in performance between high- and low-quality stocks within the Index.
  • The Fund’s outperformance versus the Index was driven by a combination of positive stock selection and positive sector allocation.
  • Stock selection gains were greatest in the financials, industrials and information technology sectors. From a sector allocation standpoint, the Fund’s lack of exposure to utilities and its overweight in health care had the largest positive impacts.

Average Annual Returns (%)as of Jun 30, 2015

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 2.10 2.70 8.67 12.59 17.76 18.12 11.64
Fund w/Max Sales Charge 1.10 1.70 7.67 11.59 17.76 18.12 11.64
Russell 2500 Index2 -0.69 -0.34 4.81 5.92 18.66 17.84 9.09
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: 1%.

Fund Factsas of Jun 30, 2015

Class C Inception 10/01/2009
Performance Inception 04/30/2002
Expense Ratio3 1.98%


Contributors 

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

  • Stock selection had the largest positive impact on the Fund’s relative performance during the quarter, most notably in the financials and industrials sectors. At the industry level, insurance was the Fund’s strongest performance contributor relative to the Index.
  • Sector allocation also had a positive impact on the Fund’s performance relative to the Index, particularly the Fund’s avoidance of the utilities sector and the REIT industry within financials.
  • The Fund’s top five individual performance contributors included two financials firms (HCC Insurance and SEI Investments), an information technology company (Blackbaud), a health care position (Bio-Rad Laboratories) and an industrials holding (Pall Corporation).

Detractors 

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

  • Stock selection in the health care sector had the biggest negative impact on the Fund’s performance relative to the Index. Stock selection in consumer discretionary also detracted from the Fund’s relative performance.
  • Within health care, the Fund’s lack of exposure to the strong-performing biotechnology industry posed a headwind, as did stock selection in the health care equipment & supplies industry. The Fund’s overweight in the industrials sector created an additional drag on relative performance.
  • The Fund’s five greatest individual performance detractors included two consumer discretionary names (Sally Beauty and Gentex Corporation), two health care companies (IDEXX Laboratories and Varian Medical Systems) and one financials position (Forest City Enterprises).

Investment Outlook And Fund Positioning 

As of quarter-end, small- and mid-cap indices remained near their all-time highs, with the valuations of many stocks at levels we believe are fairly-to-fully valued. Recent news from Greece, Puerto Rico and China has renewed investor concerns about increased volatility due to potential debt defaults and slowing global growth rates. Our investment process remains focused on finding high-quality businesses with consistent and growing earnings, strong cash flow and disciplined management teams. We expect these types of businesses to continue to perform well in rising markets, while potentially providing downside protection in more volatile markets.

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

Top 10 Holdings (%)4,5as of Jun 30, 2015

Markel Corp 4.72
HCC Insurance Holdings Inc 4.14
ANSYS Inc 3.82
Morningstar Inc 3.62
DENTSPLY International Inc 3.25
Sally Beauty Holdings Inc 3.24
SEI Investments Co 3.22
Fair Isaac Corp 3.00
Equifax Inc 2.82
Bio-Rad Laboratories Inc 2.79
Total 34.62


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 performance is 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 Attributionas of Jun 30, 2015

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 9.92 -2.77 -0.31 14.55 -0.31 -0.07 0.00 -0.27 -0.27
Consumer Staples 1.44 -4.64 -0.07 2.79 -0.90 -0.03 0.01 -0.05 -0.04
Energy 1.44 -3.80 -0.05 3.76 -2.59 -0.12 0.06 -0.02 0.04
Financials 22.29 10.15 2.18 23.73 -0.79 -0.19 0.00 2.35 2.35
Health Care 15.37 0.26 0.03 13.33 5.02 0.65 0.14 -0.76 -0.62
Industrials 23.14 2.97 0.70 14.95 -2.46 -0.36 -0.17 1.27 1.10
Information Technology 20.35 3.38 0.67 15.71 1.59 0.27 0.10 0.33 0.43
Materials 4.38 0.98 0.03 6.29 -2.47 -0.14 0.01 0.17 0.18
Telecom Services 0.00 0.00 0.00 0.60 -8.67 -0.05 0.05 0.00 0.05
Utilities 0.00 0.00 0.00 4.29 -6.92 -0.30 0.30 0.00 0.30
Cash 1.67 0.00 0.00 0.00 0.00 0.00 0.01 0.00 0.01
Total 100.00 3.20 3.20 100.00 -0.34 -0.34 0.52 3.03 3.54
1 Year Attribution
Consumer Discretionary 11.59 16.87 1.87 14.39 12.74 1.81 -0.12 0.47 0.36
Consumer Staples 1.68 17.97 0.36 2.81 6.69 0.17 0.02 0.25 0.26
Energy 1.80 -35.45 -0.94 4.40 -43.05 -3.04 1.90 0.37 2.27
Financials 22.22 25.72 5.39 23.65 7.77 1.99 -0.01 3.54 3.54
Health Care 14.91 15.64 2.36 12.53 36.57 4.17 0.80 -2.87 -2.07
Industrials 23.75 5.26 1.34 15.20 -1.30 -0.27 -0.65 1.69 1.03
Information Technology 18.33 24.74 4.50 15.42 10.44 1.53 0.23 2.36 2.59
Materials 3.73 -1.50 -0.12 6.43 -3.79 -0.28 0.25 0.12 0.36
Telecom Services 0.00 0.00 0.00 0.73 -7.07 -0.03 0.08 0.00 0.08
Utilities 0.00 0.00 0.00 4.45 -4.72 -0.13 0.47 0.00 0.47
Cash 1.99 0.02 0.00 0.00 0.00 0.00 -0.05 0.00 -0.05
Total 100.00 14.76 14.76 100.00 5.92 5.92 2.93 5.92 8.85


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 performance is 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

Full Prospectus

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

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

SAI

EXCLUSIVE CONTENT

Solid to the Core (ESEAX)

Think Performance Think Eaton Vance

Semi-Annual Report

Summary Prospectus

XBRL


 

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    The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

    Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

    This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

    The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

    Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, 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 advisory, administrative and service contracts, and other risks.

    All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

    By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.


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    The information contained in this section of the website is designed solely for professional clients. If you are not a professional client you should not proceed any further. The content should not be looked at or distributed to retail clients.

    Certain products and services mentioned on this website may not be eligible for sale in some states or countries and they may not be suitable for all types of investors. This website does not constitute an offer or solicitation and is not directed at you if Eaton Vance Management (International) ltd (EVMI) is prohibited by any law of any jurisdiction from making the information on this website available to you and is not intended for any use that would be contrary to local law or regulation. No products and services mentioned on this website must be promoted in any jurisdiction where this would not be permitted.

    This website does not constitute investment, legal or tax advice with respect to our products and services and it is important that you do not rely on its content when making an investment decision. You should obtain relevant and specific professional advice before making any decision to enter into an investment transaction. EVMI does not represent that the information on this website, including any third party information, is accurate or complete and it should not be relied upon as such. Past performance is not a guide to future returns.

    The value of investment funds and the income therefrom may go down as well as up and you may not get back the original amount invested. Your capital could be at risk. You are not certain to make money from your investments and you may lose money. Exchange rates may cause the value of overseas investments and the income therefrom to rise and fall.

    Information in this section may contain statements that are not historical facts, referred to as forward-looking statements. A Fund’s future results may differ significantly from those stated in forward-looking statements, 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 advisory, administrative and service contracts, and other risks.

    All information in this section are for "Professional Client ONLY". To access this website users must qualify as a "Professional client". Any person who does not fall into the categories listed above should not rely on the information contained in this website.

    By clicking the Okay button below, you confirm that you are from an eligible jurisdiction to review material relating to the Fund or Strategies (or are authorised to conduct investment business in the jurisdiction within which you are resident and under the law of that jurisdiction, you are authorised to view material relating to collective investment schemes) and that you are a Professional Client.


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