Overview

 

Growth of $10,000

10-year period ended 6/30/14

  • 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 -3.91 -3.53 -2.55 6.42 21.08 15.64 11.65
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.

Fund Facts as of Aug 31, 2014

Class I Inception 04/30/2002
Investment Objective Long-term capital growth
Total Net Assets $5.8B
Minimum Investment $250000
Expense Ratio (Gross)3 1.01%
Expense Ratio (Net)3,4 1.00%
CUSIP 277902698

Top 10 Holdings (%)5,6 as of Aug 31, 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
Affiliated Managers Group Inc
Total 32.66


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 Jun 30, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
08/31/2014
Fund at NAV 3.99 3.43 1.42 15.58 18.96 17.85 12.62
Russell 2500 Index2 4.94 4.55 5.71 21.45 20.29 18.53 10.43
Morningstar™ Mid-Cap Growth Category7 4.80 5.19 5.24 19.94 17.42 16.98 9.90
06/30/2014
Fund at NAV 3.01 2.85 1.01 18.77 14.92 20.25 12.10
Russell 2500 Index2 4.78 3.57 5.95 25.58 15.50 21.62 9.77
Morningstar™ Mid-Cap Growth Category7 3.97 2.66 3.97 23.98 12.59 18.98 8.83
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.

Calendar Year Returns (%)

2004 2005 2006 2007 2008 2009 2010 2011 2012 2013
Fund at NAV 18.85 4.76 14.79 12.00 -25.99 35.26 25.80 5.62 14.26 36.06
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 1.01%
Expense Ratio (Net)3,4 1.00%
Class I Inception 04/30/2002
Distribution Frequency Annually


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

Alpha (%) 2.78
Beta 0.80
R-Squared (%) 87.46
Standard Deviation (%) 11.94
Sharpe Ratio 1.76


Morningstar™ Ratings as of Aug 31, 2014

Time Period Rating Rating (Load Waived) Funds in
Mid-Cap Growth
Category
Overall **** 642
3 Years **** 642
5 Years **** 582
10 Years ***** 424
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
Sep 30, 2014 $24.06 $-0.16
Sep 29, 2014 $24.22 $0.02
Sep 26, 2014 $24.20 $0.14
Sep 25, 2014 $24.06 $-0.32
Sep 24, 2014 $24.38 $0.14
Sep 23, 2014 $24.24 $-0.23
Sep 22, 2014 $24.47 $-0.27
Sep 19, 2014 $24.74 $-0.15
Sep 18, 2014 $24.89 $0.11
Sep 17, 2014 $24.78 $-0.01

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 $23.73
Dec 13, 2012 $0.05570 $18.09
Dec 21, 2011 $0.03130 $0.05640 $15.93
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 Aug 31, 2014

U.S. Common Stocks 96.31
Cash & Other Assets 3.69
Total 100.00

Portfolio Statistics as of Aug 31, 2014

Average Market Cap $6.1B
Price/Earnings Ratio 21.36
Number of Holdings 50
Price/Book Ratio 2.93


GICS Sector Breakdown (%)5 as of Aug 31, 2014

Sector Fund Russell 2500 Index2
Consumer Discretionary 12.85 14.08
Consumer Staples 1.70 2.75
Energy 2.25 5.88
Financials 21.80 22.65
Health Care 14.08 11.63
Industrials 23.97 15.72
Information Technology 16.28 15.32
Materials 3.38 6.77
Telecom Services 0.00 0.87
Utilities 0.00 4.32
Cash 3.69 0.00


Market Cap Breakdown (%)5,11 as of Aug 31, 2014

$5-15 Billion 59.32
$1.5-5 Billion 40.68


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 Jun 30, 2014

Major world equity markets moved higher in the second quarter of 2014, supported by continued low interest rates and some signs of global economic improvement. In the U.S., a gradually strengthening economy along with the Federal Reserve’s (the Fed) renewed commitment to low interest rates helped drive key equity indexes to multiple record highs during the quarter. For the most part, investors shrugged off the first-quarter economic contraction, which was largely blamed on harsh winter weather, and drew confidence from several economic reports, including further labor and housing market gains, rising industrial production and stronger auto sales.

U.S. stock market volatility during the quarter was quite low by historical standards and downturns short-lived, as many investors perceived buying opportunities. In June, the outbreak of hostilities in Iraq sent stocks lower, but investors returned to equities a few days later after the Fed reiterated its pledge to maintain low interest rates and downplayed inflation fears. The major indexes quickly rebounded, with some reaching new highs, before falling back in the final week of the period.

Globally, Europe’s sluggish economic recovery faced a new challenge from rising oil prices amid the turmoil in the Middle East. In China, a positive manufacturing report offered some encouragement following recent government initiatives to bolster the country’s slowing economic growth.

In this slow but steady environment, most major market indexes delivered respectable returns for the three-month period. The Dow Jones Industrial Average13 returned 2.83%, while the broader S&P 500 Index14 rose 5.23%. In general, large-cap U.S. stocks outperformed their small-cap counterparts for the quarter. Overseas, the MSCI EAFE Index15 of developed-market equities advanced 4.09%.

Performance Summary 

Eaton Vance Atlanta Capital SMID-Cap Fund (the Fund) underperformed its benchmark, the Russell 2500 Index (the Index),2 for the quarter ended June 30, 2014, returning 2.75% for Class A shares at net asset value versus the Index’s 3.57% return.

  • All 10 economic sectors within the Index posted gains for the quarter. Relative to the Index, energy and utilities posted the strongest gains, while consumer discretionary and information technology had the weakest gains. Similar to the first quarter, low-quality stocks outperformed higher-quality stocks based on S&P quality rankings, as the U.S. Federal Reserve continued its zero-interest-rate policy.
  • The Fund’s underperformance versus the Index for the quarter was primarily due to negative sector allocation. The Fund’s modest overweight in information technology, its overweight in health care, and its underweight in financials had positive impacts from a sector allocation standpoint, while an underweight in energy and a lack of exposure to utilities had the largest negative impacts.
  • Overall, stock selection had a positive impact on Fund performance relative to the Index. Stock selection was positive in industrials, information technology and financials and weakest in consumer discretionary, health care and energy.

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

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 3.01 2.85 1.01 18.77 14.92 20.25 12.10
Russell 2500 Index2 4.78 3.57 5.95 25.58 15.50 21.62 9.77
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.

Fund Facts as of Jun 30, 2014

Class I Inception 04/30/2002
Expense Ratio (Gross)3 1.01%
Expense Ratio (Net)3,4 1.00%


Contributors 

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

  • Stock selection in industrials, information technology and financials were areas of strength during the quarter for the Fund. Specifically, stock selection in the marine, software and insurance industries benefited performance relative to the Index.
  • From a sector allocation standpoint, the Fund’s slight overweight in information technology, its overweight in health care and its underweight in financials made positive impacts on relative performance.
  • The Fund’s top five individual performance contributors included two names in industrials (Kirby Corporation and IDEX Corporation), two information technology companies (Fair Isaac Corporation and Blackbaud, Inc.) and a financials position (Markel Corporation).

Detractors 

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

  • Within the consumer discretionary sector, stock selection in the media space hampered relative performance, as did the Fund’s lack of exposure to the electric and gas utilities industry. Within the industrials sector, the Fund’s overweight in the road & rail industry hurt relative performance.
  • From a sector allocation standpoint, the Fund’s underweight in the interest-rate-sensitive utilities sector dampened relative performance, as did its lack of exposure in the energy sector, which outperformed the overall Index.
  • The Fund’s five greatest individual performance detractors included three consumer discretionary stocks (Gentex Corporation, Sally Beauty Holdings, Inc. and Morningstar, Inc.), one industrial company (Jacobs Engineering Group Inc.) and a health care firm (Bio-Rad Laboratories, Inc.).

Investment Outlook And Fund Positioning 

For the first time in more than 20 years, U.S. stocks, bonds, gold and oil prices were up for the first six months of the year as of June 30, 2014. SMID-cap markets joined in delivering positive returns for the eighth quarter in a row. U.S. equity markets have posted double-digit gains over the last one-, three- and five-year periods. We believe that risk is likely to increase as stocks have become more fully valued, forward return expectations are likely reduced and price volatility is likely to increase. Our investment process remains focused on seeking quality companies capable of sustaining consistent earnings growth while maintaining a strong financial condition. We expect that increased market volatility may provide us with opportunities to buy such businesses at potentially lower share prices in the period ahead.

As of quarter-end, the Fund contained 50 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, consumer discretionary and information technology. The Fund was underweight consumer staples, financials, materials and energy and had no exposure to telecommunication services or utilities.

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

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
DENTSPLY International Inc 3.05
ANSYS Inc 3.00
Henry Schein Inc 2.71
Sally Beauty Holdings Inc 2.66
Total 33.66


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 Jun 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 15.17 -2.35 -0.40 14.04 1.78 0.23 -0.01 -0.63 -0.64
Consumer Staples 1.73 1.74 0.03 2.71 6.66 0.19 -0.03 -0.09 -0.11
Energy 2.36 4.25 0.09 6.31 12.81 0.78 -0.34 -0.19 -0.54
Financials 20.46 3.73 0.79 23.46 2.53 0.61 0.03 0.25 0.27
Health Care 12.76 0.89 0.12 10.62 2.98 0.31 0.03 -0.34 -0.31
Industrials 23.99 5.65 1.37 16.00 2.66 0.43 -0.07 0.70 0.63
Information Technology 15.08 6.56 1.02 14.69 1.94 0.25 0.04 0.64 0.68
Materials 3.43 2.22 0.08 6.74 4.12 0.27 -0.02 -0.06 -0.08
Telecom Services 0.00 0.00 0.00 0.99 8.69 0.09 -0.05 0.00 -0.05
Utilities 0.00 0.00 0.00 4.43 9.07 0.40 -0.23 0.00 -0.23
Cash 5.02 0.01 0.00 0.00 0.00 0.00 -0.09 0.00 -0.09
Total 100.00 3.11 3.11 100.00 3.56 3.56 -0.74 0.29 -0.46
1 Year Attribution
Consumer Discretionary 16.62 5.54 1.19 14.52 18.29 2.82 -0.16 -2.05 -2.20
Consumer Staples 1.70 15.43 0.27 2.73 25.85 0.71 -0.03 -0.21 -0.24
Energy 2.42 14.62 0.43 5.91 42.82 2.35 -0.55 -0.56 -1.11
Financials 19.53 20.98 4.02 23.22 18.27 4.31 0.23 0.49 0.72
Health Care 12.09 20.87 2.51 10.79 32.03 3.39 0.08 -1.29 -1.21
Industrials 24.20 33.93 7.61 15.61 31.21 4.72 0.39 0.44 0.83
Information Technology 14.57 21.77 3.26 15.18 26.11 4.00 0.01 -0.59 -0.58
Materials 3.15 20.16 0.62 6.65 30.10 1.95 -0.16 -0.30 -0.46
Telecom Services 0.00 0.00 0.00 0.96 38.69 0.35 -0.13 0.00 -0.13
Utilities 0.00 0.00 0.00 4.38 23.11 0.96 0.13 0.00 0.13
Cash 5.73 0.04 0.00 0.00 0.00 0.00 -1.38 0.00 -1.38
Total 100.00 19.91 19.91 100.00 25.58 25.58 -1.59 -4.08 -5.67


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

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)

Semi-Annual Report

Summary Prospectus

XBRL


 

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    Symbol:  

    NAV as of