Overview

Growth of $10,000

10-year period ended 03/31/2017

  • Class A at NAV

Historical Returns (%)as of Mar 31, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
05/31/2017
Fund at NAV 1.26 2.51 7.67 11.24 11.85 14.94 10.94
Fund w/Max Sales Charge -4.57 -3.39 1.48 4.84 9.67 13.58 10.28
Russell 2500™ Index2 -1.12 -0.43 3.39 16.87 7.71 14.29 6.95
03/31/2017
Fund at NAV 0.19 5.23 5.23 13.06 10.94 13.38 11.39
Fund w/Max Sales Charge -5.58 -0.82 -0.82 6.55 8.76 12.05 10.74
Russell 2500™ Index2 -0.07 3.76 3.76 21.53 7.42 12.60 7.70
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 or equal to one year is cumulative. Max Sales Charge: 5.75%.

Fund Factsas of May 31, 2017

Class A Inception 11/28/2003
Performance Inception 04/30/2002
Investment Objective Long-term capital growth
Total Net Assets $9.5B
Minimum Investment $1000
Expense Ratio3 1.21%
CUSIP 277902656

Top 10 Holdings (%)4,5as of May 31, 2017

Markel Corp
ANSYS Inc
Teleflex Inc
SEI Investments Co
Bio-Rad Laboratories Inc
IDEX Corp
DENTSPLY SIRONA Inc
Blackbaud Inc
Manhattan Associates Inc
TransUnion
Total 31.22

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

Historical Returns (%)as of Mar 31, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
05/31/2017
Fund at NAV 1.26 2.51 7.67 11.24 11.85 14.94 10.94
Fund w/Max Sales Charge -4.57 -3.39 1.48 4.84 9.67 13.58 10.28
Russell 2500™ Index2 -1.12 -0.43 3.39 16.87 7.71 14.29 6.95
Morningstar™ Mid-Cap Growth Category6 1.83 4.45 11.25 16.48 7.86 12.97 6.62
03/31/2017
Fund at NAV 0.19 5.23 5.23 13.06 10.94 13.38 11.39
Fund w/Max Sales Charge -5.58 -0.82 -0.82 6.55 8.76 12.05 10.74
Russell 2500™ Index2 -0.07 3.76 3.76 21.53 7.42 12.60 7.70
Benchmark 2 0.76 7.30 7.30 15.58 6.06 10.30 7.12
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 or equal to one year is cumulative. Max Sales Charge: 5.75%.

Calendar Year Returns (%)

2007 2008 2009 2010 2011 2012 2013 2014 2015 2016
Fund at NAV 11.74 -26.20 34.94 25.53 5.44 13.91 35.72 4.90 9.46 10.96
Russell 2500™ Index2 1.38 -36.79 34.39 26.71 -2.51 17.88 36.80 7.07 -2.90 17.59

Fund Facts

Expense Ratio3 1.21%
Class A Inception 11/28/2003
Performance Inception 04/30/2002
Distribution Frequency Annually

Risk Measures (3 Year)7as of May 31, 2017

Alpha (%) 5.49
Beta 0.79
R-Squared (%) 82.97
Standard Deviation (%) 11.64
Sharpe Ratio 1.00

Morningstar Rating™as of May 31, 2017

Time Period Rating Funds in
Mid-Cap Growth
Category
Overall ***** 581
3 Years ***** 581
5 Years **** 504
10 Years ***** 373
The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds and exchange-traded funds) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product 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.

The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Star ratings do not reflect the effect of any applicable sales load.

©2017 Morningstar. 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 are responsible for any damages or losses arising from any use of this information.

NAV History

Date NAV NAV Change
Jun 23, 2017 $27.90 $0.14
Jun 22, 2017 $27.76 $0.05
Jun 21, 2017 $27.71 -$0.09
Jun 20, 2017 $27.80 -$0.26
Jun 19, 2017 $28.06 $0.18
Jun 16, 2017 $27.88 $0.01
Jun 15, 2017 $27.87 -$0.03
Jun 14, 2017 $27.90 -$0.03
Jun 13, 2017 $27.93 $0.17
Jun 12, 2017 $27.76 $0.03

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 08, 2016 $0.99780 $25.97
Dec 10, 2015 $1.73540 $23.80
Dec 11, 2014 $0.76110 $23.18
No records in this table indicates that there has not been a capital gain greater than .0001 within the past 3 years.
Fund prospectus

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 May 31, 2017

U.S. Common Stocks 94.02
Cash 5.98
Total 100.00

Portfolio Statisticsas of May 31, 2017

Average Market Cap $7.8B
Price/Earnings Ratio 23.77
Number of Holdings 50
Price/Book Ratio 3.76

GICS Sector Breakdown (%)5as of May 31, 2017

Sector Fund Russell 2500™ Index2
Consumer Discretionary 6.53 12.48
Consumer Staples 1.57 3.08
Energy 0.71 3.72
Financials 16.57 16.77
Health Care 17.07 11.69
Industrials 22.23 15.41
Information Technology 24.53 16.16
Materials 3.34 6.14
Real Estate 1.47 10.04
Telecom Services 0.60
Utilities 3.91
Cash 5.98

Market Cap Breakdown (%)5,10as of May 31, 2017

> $150 Billion 0.00
$50-150 Billion 0.00
$15-50 Billion 1.60
$5-15 Billion 75.21
$1.5-5 Billion 21.95
< $1.5Billion 1.24

Fund Holdings (%)5,11as of Apr 30, 2017

Holding % of Net Assets
EV Cash Reserves Fund LLC 5.20%
Markel Corp 4.42%
Teleflex Inc 4.20%
ANSYS Inc 3.76%
SEI Investments Co 3.10%
Bio-Rad Laboratories Inc 2.90%
IDEX Corp 2.76%
DENTSPLY SIRONA Inc 2.69%
Manhattan Associates Inc 2.53%
Blackbaud Inc 2.50%
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

Commentary

A Word On The Markets as of Mar 31, 2017

Global equity markets delivered solid gains in the first quarter of 2017 despite a pullback by U.S. stocks late in the period amid dimming prospects for President Donald Trump's pro-business agenda.

U.S. stocks advanced for much of the period, extending the rally that began with President Trump's election in November. Responding to continued economic growth, the U.S. Federal Reserve (the Fed) raised its benchmark interest rate in March and indicated that further rate hikes would be coming in 2017. Taking the Fed action as a vote of confidence in the U.S. economy, stocks rose following the rate hike. Bank stocks led the advance on expectations that bank earnings would benefit from higher rates. Strong manufacturing and jobs data also boosted equity markets. During February, the U.S. added 235,000 new jobs, topping forecasts, while the unemployment rate remained steady at 4.7%.

But U.S stocks reversed course after President Trump's health care bill was withdrawn from Congress. The health care failure raised concerns about the prospects for the president's future economic initiatives, including tax reduction and infrastructure spending. Equities recouped some of the lost ground in the final days of the three-month period.

Globally, signs of economic gains across a broad spectrum of regions encouraged investors during the period. In Asia, rising demand for semiconductors and other electronics boosted growth in the region's export-oriented economies. In Europe, positive economic data and receding political risks helped push stocks higher. Even countries long mired in recession, such as Russia and Brazil, showed signs of recovery during the period.

For the three-month period, the Dow Jones Industrial Average12 recorded a 5.19% gain, while the broader S&P 500 Index13 rose 6.07%. The technology-laden NASDAQ Index14 added 9.82%. Globally, the MSCI EAFE Index15 rose 7.25% in the quarter. Large-cap stocks outperformed their small-cap counterparts during the quarter. In terms of investing style, growth stocks topped value stocks in both the large-cap and small-cap categories.

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 March 31, 2017, returning 5.28% for Class I shares at net asset value versus the Index's 3.76% return

  • U.S. small- and mid-cap stocks, as represented by the Index, hit an all-time high in March. Interestingly, the sectors that drove performance this quarter were quite different from last quarter. The fourth quarter of 2016 was dominated by the "Trump Trade," with strong gains in financials, energy, industrials and materials. That largely reversed in first quarter 2017 as energy, financials and industrials all underperformed. Performance in the first quarter was largely driven by health care, information technology, materials and utilities.
  • The Fund outperformed the Index during the quarter, driven by both positive stock selection and sector allocation.
  • Notable contributors at the sector level were health care, financials and energy. Detracting from performance were the consumer discretionary and materials sectors.

Historical Returns (%)as of Mar 31, 2017

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV 0.19 5.23 5.23 13.06 10.94 13.38 11.39
Fund w/Max Sales Charge -5.58 -0.82 -0.82 6.55 8.76 12.05 10.74
Russell 2500™ Index2 -0.07 3.76 3.76 21.53 7.42 12.60 7.70
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 or equal to one year is cumulative. Max Sales Charge: 5.75%.

Fund Factsas of Mar 31, 2017

Class A Inception 11/28/2003
Performance Inception 04/30/2002
Expense Ratio3 1.21%

Contributors 

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

  • Selection gains were greatest in financials, health care and consumer staples. The strongest contributions from sector allocation came from underweights to energy and real estate and overweights to information technology and health care.
  • The health care sector had the largest positive impact on relative performance, contributing from good stock selection and sector allocation. In particular, Fund holdings in the health care equipment and supplies industry made a substantive impact.
  • The Fund's top five individual performance contributors included two health care companies (Teleflex Incorporated and IDEXX Laboratories), two information technology firms (Ansys, Inc. and Blackbaud, Inc.) and an industrial stock (TransUnion).

Detractors 

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

  • Stock selection in the consumer discretionary sector detracted from performance. Selection in information technology detracted to a lesser degree.
  • In consumer discretionary, stock selection in the specialty retail industry created a drag on performance. In information technology, stock selection proved difficult in the software industry during the quarter despite it being a top contributor from an allocation standpoint.
  • The Fund's five primary individual detractors included two industrial stocks (Acuity Brands and J.B. Hunt Transport Services, Inc.), a consumer discretionary holding (Sally Beauty), and an information technology company (Wex Inc.).

Investment Outlook And Fund Positioning 

Small- and mid-cap valuations remain stubbornly high, with the Russell 2500 SMID Cap index2 trading at a forward Price-to-Earnings multiple of 19.6x. The Russell 2000 small cap index is at 19x (and closer to 26x if you included the impact of companies with negative earnings). To put that into context, the small cap benchmark has only traded at a higher valuation for a grand total of seven months out of the last 38 years. While expensive, valuation measures like P/E are typically terrible short-term market predictors; so markets could stay at these valuations or even get more expensive from here. Over the long term, we think the price an investor pays for a stock matters and has a meaningful impact on total return. Rich market valuation creates both challenges and opportunities. One of the biggest risks of investing in an expensive market is that it gets cheaper. In times when most stocks look expensive, we believe it is critical that the names in a portfolio are high quality, like those we seek to own in the strategy.

As of quarter-end, the Fund contained 50 stocks representing nine of the 11 economic sectors comprising the Index. Our bottom-up focus on quality continues to drive our relative sector over- and underweights. Relative to the sector weightings in the Index, the Fund was overweight information technology, industrials, health care and financials. The Fund was underweight real estate, consumer discretionary, consumer staples, energy and materials and had no exposure to utilities or telecommunication services.

Top 10 Holdings (%)4,5as of Mar 31, 2017

Markel Corp 4.54
Teleflex Inc 4.02
ANSYS Inc 3.73
SEI Investments Co 3.15
Manhattan Associates Inc 2.88
DENTSPLY SIRONA Inc 2.71
Bio-Rad Laboratories Inc 2.71
JB Hunt Transport Services Inc 2.59
Carlisle Cos Inc 2.54
IDEX Corp 2.52
Total 31.38

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 Mar 31, 2017

Fund Benchmark Attribution
Sectors Average Weight Total Return Contrib. to Return Russell 2500 Index Russell 2500 Index Russell 2500 Index Allocation Effect Selection Effect Total Effect
3 Month Attribution
Consumer Discretionary 7.52 -5.17 -0.45 12.23 4.13 0.51 -0.02 -0.76 -0.78
Consumer Staples 1.57 13.29 0.20 3.34 -0.63 -0.02 0.09 0.22 0.31
Energy 0.89 -5.68 -0.05 4.59 -9.12 -0.43 0.50 0.04 0.55
Financials 18.23 4.27 0.81 17.26 1.03 0.17 -0.01 0.58 0.57
Health Care 16.68 15.05 2.40 10.99 11.18 1.17 0.42 0.56 0.99
Industrials 20.71 3.51 0.70 15.58 3.32 0.52 -0.02 0.02 0.00
Information Technology 23.69 6.84 1.59 14.92 7.36 1.07 0.32 -0.15 0.17
Materials 3.11 4.20 0.13 6.16 6.31 0.38 -0.07 -0.07 -0.14
Real Estate 1.27 10.30 0.13 9.93 1.40 0.14 0.22 0.12 0.34
Telecommunication Services 0.00 0.00 0.00 0.61 -9.00 -0.06 0.09 0.00 0.09
Utilities 0.00 0.00 0.00 3.67 5.95 0.21 -0.06 0.00 -0.06
Cash 5.12 0.15 0.01 0.00 0.00 0.00 -0.17 0.00 -0.17
Unassigned 1.22 0.95 0.02 0.72 9.73 0.09 0.03 -0.14 -0.11
Total 100.00 5.48 5.48 100.00 3.76 3.76 1.32 0.41 1.73
1 Year Attribution
Consumer Discretionary 8.00 -11.27 -1.06 12.57 9.96 1.20 0.52 -1.90 -1.37
Consumer Staples 1.44 9.85 0.15 3.40 6.29 0.23 0.30 0.03 0.34
Energy 0.92 -13.37 -0.17 4.29 19.73 0.79 0.11 -0.36 -0.25
Financials 18.15 9.89 1.87 15.80 34.08 5.18 0.20 -3.96 -3.76
Health Care 16.68 28.63 4.49 11.05 19.35 2.15 0.11 1.05 1.16
Industrials 20.61 19.45 4.11 15.01 25.10 3.77 0.20 -1.07 -0.87
Information Technology 22.25 17.81 3.86 14.38 25.61 3.54 0.29 -1.62 -1.33
Materials 3.18 6.75 0.22 6.13 31.05 1.86 -0.26 -0.77 -1.03
Real Estate 1.25 -4.40 -0.06 10.25 8.94 0.96 1.08 -0.15 0.93
Telecommunication Services 0.00 0.00 0.00 0.65 -7.89 -0.05 0.18 0.00 0.18
Utilities 0.00 0.00 0.00 3.96 15.14 0.65 0.20 0.00 0.20
Cash 5.66 0.39 0.02 0.00 0.00 0.00 -1.15 0.00 -1.15
Unassigned 1.85 44.59 0.87 2.51 53.78 1.25 -0.18 -0.09 -0.27
Total 100.00 14.30 14.30 100.00 21.54 21.54 1.60 -8.83 -7.24

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 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 core equity team.

Chip began his career in the investment management industry in 1989. 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 core equity team.

Bill began his career in the investment management industry in 1995. 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.S. in finance from Florida State University and is a CFA charterholder.

Education
  • B.S. 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 core equity team.

Matt began his career in the investment management industry in 1995. 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

 

Literature

Literature

Fact Sheet

Download - Last updated: Mar 31, 2017

Atlanta Capital Market Commentary

Download - Last updated: Mar 31, 2017

Commentary

Download - Last updated: Mar 31, 2017

Attribution

Download - Last updated: Mar 31, 2017

Annual Report

Download - Last updated: Sep 30, 2016

Full Prospectus

Download - Last updated: Feb 1, 2017

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

Download

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

Download - Last updated: Dec 17, 2012

SAI

Download - Last updated: Feb 1, 2017

Semi-Annual Report

Download - Last updated: Mar 31, 2017

Summary Prospectus

Download - Last updated: Apr 10, 2017

XBRL

Download - Last updated: Feb 13, 2017