Overview

 

Growth of $10,000

10-year period ended 3/31/14

  • A Shares at NAV

Average Annual Returns (%) as of Mar 31, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -0.58 -1.78 -1.78 17.99 13.97 23.53 12.04
Russell 2500 Index2 -0.36 2.30 2.30 24.01 13.93 25.31 9.42
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 Mar 31, 2014

Class I Inception 04/30/2002
Investment Objective Long-term capital growth
Total Net Assets $5.7B
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 Mar 31, 2014

Markel Corp
Morningstar Inc
Affiliated Managers Group Inc
HCC Insurance Holdings Inc
LKQ Corp
DENTSPLY International Inc
Kirby Corp
Henry Schein Inc
Acuity Brands Inc
Sally Beauty Holdings Inc
Total 31.88


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 Mar 31, 2014

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV -0.58 -1.78 -1.78 17.99 13.97 23.53 12.04
Russell 2500 Index2 -0.36 2.30 2.30 24.01 13.93 25.31 9.42
Morningstar™ Mid-Cap Growth Category7 -1.95 1.19 1.19 23.40 11.74 22.17 8.67
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 Mar 31, 2014

Alpha 2.45
Beta 0.81
R-Squared 89.86
Standard Deviation 13.68
Sharpe Ratio 1.02


Morningstar™ Ratings as of Mar 31, 2014

Time Period Rating Rating (Load Waived) Funds in
Mid-Cap Growth
Category
Overall **** 641
3 Years **** 641
5 Years **** 556
10 Years ***** 420
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.

© 2013 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
Apr 16, 2014 $23.75 $0.21
Apr 15, 2014 $23.54 $0.11
Apr 14, 2014 $23.43 $0.09
Apr 11, 2014 $23.34 $-0.23
Apr 10, 2014 $23.57 $-0.48
Apr 09, 2014 $24.05 $0.21
Apr 08, 2014 $23.84 $0.09
Apr 07, 2014 $23.75 $-0.38
Apr 04, 2014 $24.13 $-0.37
Apr 03, 2014 $24.50 $-0.06

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 Mar 31, 2014

U.S. Common Stocks 93.76
Cash & Other Assets 6.24
Total 100.00

Portfolio Statistics as of Mar 31, 2014

Average Market Cap $6.1B
Price/Earnings Ratio 21.10
Number of Holdings 50
Price/Book Ratio 2.96


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

Sector Fund Russell 2500 Index2
Consumer Discretionary 16.08 14.31
Consumer Staples 1.73 2.62
Energy 2.28 5.97
Financials 19.58 23.37
Health Care 12.36 10.77
Industrials 24.30 15.80
Information Technology 14.03 15.21
Materials 3.40 6.71
Telecom Services 0.00 0.96
Utilities 0.00 4.29
Cash 6.24 0.00


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

$15-50 Billion 0.80
$5-15 Billion 57.15
$1.5-5 Billion 40.20
< $1.5Billion 1.85


Fund Holdings (%)5,12 as of Dec 31, 2013

Holding % of Net Assets
EV Cash Reserves Fund 5.03%
Markel Corp 4.54%
LKQ Corp 4.00%
Affiliated Managers Group Inc 3.75%
Morningstar Inc 3.56%
HCC Insurance Holdings Inc 3.15%
DENTSPLY International Inc 2.92%
Sally Beauty Holdings Inc 2.87%
Kirby Corp 2.80%
Henry Schein Inc 2.67%
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 Dec 31, 2013

Powered by a strengthening U.S. economic recovery, U.S. stocks surged ahead in the final quarter of 2013. Equity markets opened the period in retreat as the U.S. government shutdown began on October 1. However, stocks quickly bounced back after the 16-day shutdown ended and received a further boost from encouraging data on U.S. employment, housing and manufacturing. But the steadily improving economy also raised expectations that the U.S. Federal Reserve (the Fed) could start “tapering” its bond-buying stimulus program sooner rather than later.

The prospect of curtailed Fed stimulus weighed on stocks in early December. Yet, when the Fed finally made its long-anticipated move in mid-December, many equity investors shrugged off earlier fears and pushed the key U.S. indexes to record highs. Market participants were buoyed by the relatively modest bond-purchase reduction plans, along with the Fed’s accompanying assurance that it would keep short-term interest rates near zero for an extended period. Stocks also benefited from a bipartisan federal budget deal in December, as well as an upward revision in third-quarter U.S. GDP growth. Many international markets rose at a somewhat slower pace during the period, with emerging-market equities, as measured by the MSCI Emerging Markets Index,13 notably lagging.

Reflecting the breadth of the fourth-quarter rally, many major equity market indexes delivered strong gains. The Dow Jones Industrial Average14 advanced 10.22%, hitting multiple all-time closing highs during the quarter. The broader S&P 500 Index15 also reached new highs and finished the period with a 10.51% return. Large-cap U.S. stocks outperformed their small-cap counterparts during the quarter. Among large caps, growth stocks outpaced value stocks, while the reverse was true among small caps. Overseas, the MSCI EAFE Index16 rose 5.71%.

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 December 31, 2013, returning 9.13% for Class A shares at net asset value versus the Index’s 8.66% return.

  • All 10 economic sectors within the Index posted gains for the quarter, led by industrials and materials. Utilities and energy had the weakest returns among Index sectors. Additionally, larger-capitalization stocks generally outperformed their smaller-capitalization counterparts.
  • The Fund’s outperformance for the quarter was primarily due to stock selection. Stock selection was positive in three of the eight sectors in which the Fund was invested, with the strongest results coming from industrials and financials. Stock selection was weakest in the energy sector.
  • Sector allocation overall had a modest positive impact on the Fund’s performance versus the Index. Underweights in utilities and energy and an overweight in industrials proved beneficial. The Fund’s cash position was the primary source of weakness from an allocation perspective.

Average Annual Returns (%) as of Dec 31, 2013

1 Month 3 Months YTD 1 Year 3 Years 5 Years 10 Years
Fund at NAV 2.87 9.20 36.06 36.06 17.96 22.80 12.70
Russell 2500 Index2 2.54 8.66 36.80 36.80 16.26 21.75 9.80
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 Dec 31, 2013

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:

  • Overall, stock selection had a positive impact on the Fund’s performance relative to the Index. Within the financials sector, avoidance of REITs and stock selection within the capital markets and banks industries drove positive results. Stock selection in the electrical equipment and machinery industries was beneficial in the industrials sector.
  • From a sector allocation standpoint, the Fund’s overweight in industrials bolstered relative performance, as did its underweights in the interest-rate-sensitive utilities sector and the energy sector.
  • The Fund’s top five individual performance contributors included two financials names (Affiliated Managers Group and City National Corp.), an information technology company (Solera Holdings), a consumer discretionary holding (Gentex Corp.) and an industrials firm (Acuity Brands).

Detractors 

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

  • Stock selection was weakest in the energy sector, with the primary detractors concentrated in the energy services segment. Stock selection was also negative in the consumer discretionary sector, but to a lesser degree.
  • From a sector allocation standpoint, the only sector that had a negative impact on relative performance was materials due to the Fund’s underweight. The Fund’s cash allocation also held back relative performance amid a strong market rally.
  • The Fund’s top five individual performance detractors included three information technology stocks (Blackbaud, ANSYS and FLIR Systems) and two consumer discretionary companies (Morningstar and LKQ Corp.)

Investment Outlook And Fund Positioning 

We believe the global economic outlook appears murky given the weakened state of the international financial system. We believe the high debt levels of many developed economies may remain a drag on future growth, as governments implement austerity measures in an attempt to balance budgets and reduce liabilities. Despite these concerns, stocks posted strong gains in 2013, as accommodative monetary policy and signs of economic recovery helped boost investors’ confidence. In fact, much of the market’s advance over the past year was driven by rising valuations rather than by underlying earnings growth. As a result, we believe good value is increasingly hard to find in the small-cap universe. We believe mid-cap valuations are currently generally more attractive.

As of quarter-end, the portfolio contained 50 stocks representing eight of the 10 economic sectors comprising the Index. Relative to the sector weightings in the Index, the portfolio was overweight consumer discretionary, health care and industrials. The portfolio was underweight energy, consumer staples, financials, information technology and materials and had no exposure to utilities or telecommunication services.

Top 10 Holdings (%)5,6 as of Dec 31, 2013

Markel Corp 4.54
LKQ Corp 4.00
Affiliated Managers Group Inc 3.75
Morningstar Inc 3.56
HCC Insurance Holdings Inc 3.15
DENTSPLY International Inc 2.92
Sally Beauty Holdings Inc 2.87
Kirby Corp 2.80
Henry Schein Inc 2.67
IDEX Corp 2.48
Total 32.73


 

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 Dec 31, 2013

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 17.12 8.19 1.40 14.85 8.61 1.27 0.00 -0.08 -0.08
Consumer Staples 1.72 10.85 0.19 2.83 8.42 0.24 0.00 0.04 0.05
Energy 2.49 -3.32 -0.08 5.98 5.66 0.35 0.10 -0.23 -0.13
Financials 19.37 12.51 2.40 23.07 8.07 1.89 0.02 0.81 0.83
Health Care 11.78 7.43 0.91 10.55 7.50 0.78 0.00 0.00 0.00
Industrials 24.10 13.43 3.18 15.55 12.42 1.90 0.30 0.23 0.53
Information Technology 14.43 8.01 1.15 15.27 8.23 1.25 0.00 -0.04 -0.03
Materials 3.13 10.18 0.32 6.60 11.37 0.74 -0.08 -0.03 -0.12
Telecom Services 0.00 0.00 0.00 0.95 6.18 0.06 0.02 0.00 0.02
Utilities 0.00 0.00 0.00 4.35 4.18 0.19 0.19 0.00 0.19
Cash 5.87 0.01 0.00 0.00 0.00 0.00 -0.47 0.00 -0.47
Total 100.00 9.47 9.47 100.00 8.67 8.67 0.09 0.71 0.80
1 Year Attribution
Consumer Discretionary 17.89 38.14 6.90 14.76 44.07 6.33 0.23 -0.99 -0.76
Consumer Staples 1.70 25.96 0.49 2.92 57.05 1.55 -0.19 -0.41 -0.60
Energy 2.53 49.75 1.28 6.02 29.52 1.84 0.25 0.50 0.75
Financials 19.11 44.70 8.23 23.27 28.64 7.05 0.29 2.54 2.83
Health Care 11.39 25.64 3.05 10.49 46.06 4.68 0.09 -2.04 -1.95
Industrials 24.25 45.43 10.56 15.29 44.88 6.55 0.55 0.16 0.71
Information Technology 14.16 42.12 5.84 14.69 39.27 5.65 0.06 0.34 0.41
Materials 2.98 37.16 1.11 6.75 25.79 1.75 0.46 0.33 0.78
Telecom Services 0.00 0.00 0.00 1.07 27.97 0.29 0.13 0.00 0.13
Utilities 0.00 0.00 0.00 4.74 20.02 1.10 0.68 0.00 0.68
Cash 5.99 0.05 0.00 0.00 0.00 0.00 -2.28 0.00 -2.28
Total 100.00 37.47 37.47 100.00 36.79 36.79 0.26 0.42 0.68


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

Commentary

Atlanta Capital Market Commentary

Fact Sheet

Estimated Capital Gains

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).pdf

Semi-Annual Report

Summary Prospectus

XBRL


 

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    Symbol:  

    NAV as of