Overview

Growth of $10,000

10-year period ended 06/30/2016

  • Class A at NAV

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV -0.68 3.23 6.54 6.81 12.58 12.57 11.37
Russell 2500 Index2 -0.04 3.57 3.98 -3.67 8.60 9.47 7.31
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. 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.

Fund Factsas of Jun 30, 2016

Class R Inception 08/03/2009
Performance Inception 04/30/2002
Investment Objective Long-term capital growth
Total Net Assets $7.6B
Minimum Investment $1000
Expense Ratio3 1.47%
CUSIP 277902680

Top 10 Holdings (%)4,5as of Jun 30, 2016

Markel Corp
ANSYS Inc
Sally Beauty Holdings Inc
DENTSPLY SIRONA Inc
Teleflex Inc
SEI Investments Co
Equifax Inc
Acuity Brands Inc
Fair Isaac Corp
Carlisle Cos Inc
Total 32.35

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 Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV -0.68 3.23 6.54 6.81 12.58 12.57 11.37
Russell 2500 Index2 -0.04 3.57 3.98 -3.67 8.60 9.47 7.31
Morningstar™ Mid-Cap Growth Category6 -0.78 1.98 0.04 -6.43 8.21 7.93 6.79
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. 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.

Calendar Year Returns (%)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fund at NAV 14.43 11.74 -26.20 34.82 25.29 5.10 13.66 35.43 4.65 9.19
Russell 2500 Index2 16.17 1.38 -36.79 34.39 26.71 -2.51 17.88 36.80 7.07 -2.90

Fund Facts

Expense Ratio3 1.47%
Class R Inception 08/03/2009
Performance Inception 04/30/2002
Distribution Frequency Annually

Risk Measures (3 Year)7as of Jun 30, 2016

Alpha (%) 5.09
Beta 0.83
R-Squared (%) 88.35
Standard Deviation (%) 12.07
Sharpe Ratio 1.04

Morningstar™ Ratingsas of Jun 30, 2016

Time Period Rating Rating (Load Waived) Funds in
Mid-Cap Growth
Category
Overall ***** 650
3 Years ***** 650
5 Years ***** 573
10 Years ***** 429
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.

© 2016 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
Jul 27, 2016 $25.26 -$0.21
Jul 26, 2016 $25.47 $0.13
Jul 25, 2016 $25.34 -$0.17
Jul 22, 2016 $25.51 $0.17
Jul 21, 2016 $25.34 -$0.21
Jul 20, 2016 $25.55 $0.12
Jul 19, 2016 $25.43 -$0.01
Jul 18, 2016 $25.44 -$0.04
Jul 15, 2016 $25.48 -$0.04
Jul 14, 2016 $25.52 $0.04
View All

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 10, 2015 $1.73540 $23.40
Dec 11, 2014 $0.76110 $22.87
Dec 12, 2013 $0.14780 $21.85
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 Jun 30, 2016

U.S. Common Stocks 94.60
Cash 5.40
Total 100.00

Portfolio Statisticsas of Jun 30, 2016

Average Market Cap $7.2B
Price/Earnings Ratio 22.47
Number of Holdings 48
Price/Book Ratio 3.45

GICS Sector Breakdown (%)5as of Jun 30, 2016

Sector Fund Russell 2500 Index2
Consumer Discretionary 8.64 13.13
Consumer Staples 1.42 3.55
Energy 1.06 4.44
Financials 19.38 26.36
Health Care 17.02 11.39
Industrials 22.47 14.66
Information Technology 21.38 14.85
Materials 3.23 5.84
Telecom Services 0.00 0.77
Utilities 0.00 5.01
Cash 5.40 0.00

Market Cap Breakdown (%)5,10as of Jun 30, 2016

> $150 Billion 0.00
$50-150 Billion 0.00
$15-50 Billion 2.99
$5-15 Billion 59.32
$1.5-5 Billion 36.20
< $1.5Billion 1.49

Fund Holdings (%)5,11as of May 31, 2016

Holding % of Net Assets
EV Cash Reserves Fund 6.74%
Markel Corp 4.41%
ANSYS Inc 3.77%
SEI Investments Co 3.76%
DENTSPLY SIRONA Inc 3.67%
Equifax Inc 3.03%
Fair Isaac Corp 2.97%
Sally Beauty Holdings Inc 2.92%
Teleflex Inc 2.91%
Acuity Brands Inc 2.88%
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 Jun 30, 2016

Turmoil following Britain's vote to exit the European Union left major global equity markets with mixed results for the second quarter of 2016.

The outcome of the June 23 "Brexit" vote sent stocks into a two-day tailspin. However, the market's subsequent rebound regained much of the lost ground, leaving some indexes in the black for the three-month period. The British referendum capped a quarter marked by rising stock market volatility, as a range of economic and geopolitical factors had investors on edge. By quarter-end, the yield on the 10-year U.S. Treasury had fallen below 1.5% amid many investors' flight to quality assets.

U.S. stocks advanced early in the period on positive economic news, including strong retail sales, job market gains and higher energy prices. The continued slow-but-steady economic growth led to expectations that the U.S. Federal Reserve (Fed) would likely raise interest rates at its June meeting. But, after a disappointing May jobs report, the Fed left rates unchanged amid new doubts about the health of the economy. U.S. stocks mounted a brief recovery in the days following the Fed announcement, only to fall sharply in the wake of the Brexit vote.

For the full three-month period, the Dow Jones Industrial Average12 recorded a 2.07% gain, while the broader S&P 500 Index13 advanced 2.46%. The technology-laden NASDAQ Composite Index14 fell 0.56%. In general, small-cap U.S. stocks outperformed their large-cap counterparts during the quarter.

Globally, Brexit loomed over equity markets in the months leading up to the June 23 vote and continued to dominate investor concerns in the aftermath of the referendum. European stocks, which rose early in the period, suffered heavier post-Brexit losses than U.S. shares, fueling a 1.46% decline in the MSCI EAFE Index15 of developed-market international equities. By contrast, China's post-Brexit stock market losses were relatively moderate.

Performance Summary 

Eaton Vance Atlanta Capital SMID-Cap Fund (the Fund) underperformed its benchmark, the Russell 2500 Index2 (the Index), for the quarter ended March 31, 2016, returning 3.36% for Class I shares at net asset value versus the Index's 3.57% return.

  • U.S. SMID cap equity markets moved higher during the second quarter. Nine of the ten economic sectors within the benchmark saw positive returns during the quarter. Performance was driven by traditionally defensive sectors like utilities, staples, and telecom services. Previously weak sectors like energy and materials experienced strong gains on improving commodity prices. Consumer discretionary lagged as many traditional retailers suffered from weaker sales, potentially due to the so-called "Amazon" effect.
  • The Fund underperformed the Index during the quarter, driven largely by sector allocation. Overall, stock selection had a net positive impact during the quarter.
  • On the positive side, relative gains were greatest in industrials, information technology and health care. Notable detractors at the sector level were financials, energy and materials.

Historical Returns (%)as of Jun 30, 2016

Annualized
1 Mo. 3 Mos. YTD 1 Yr. 3 Yrs. 5 Yrs. 10 Yrs.
Fund at NAV -0.68 3.23 6.54 6.81 12.58 12.57 11.37
Russell 2500 Index2 -0.04 3.57 3.98 -3.67 8.60 9.47 7.31
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. 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.

Fund Factsas of Jun 30, 2016

Class R Inception 08/03/2009
Performance Inception 04/30/2002
Expense Ratio3 1.47%

Contributors 

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

  • Selection was positive in four of the eight sectors owned by the fund, with the strongest contributions coming from industrials, health care, and information technology. At the industry level, positioning within professional services, electrical equipment, health care equipment & supplies, and IT services benefited return comparisons.
  • From an allocation standpoint, the fund's underweight to consumer discretionary added value. Its overweight to health care also contributed positively to results.
  • The Fund's top five individual performance contributors included a financials name (SEI Investments), two health care companies (Teleflex and IDEXX Laboratories), and three industrials firms (Equifax, Acuity Brands, and Copart).

Detractors 

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

  • Sector allocation detracted from relative performance during the quarter, particularly the fund's weightings versus the Index in utilities and energy. Selection was negative in four sectors, with financials and materials causing the greatest drag.
  • In financials, a combination of not owning any real estate investment trusts (REITs) which rallied, and weakness amongst the Fund's capital market holdings hurt results. The Fund's underweights in the defensive utilities sector and the cyclical energy and materials groups also detracted as investors' showed a preference for defensive, yield-oriented investments as well as those tied to rising commodity prices.
  • The Fund's five primary individual detractors included three financials names (Affiliated Managers Group, Morningstar, and Jones Lang LaSalle) a consumer discretionary holding (Sally Beauty), and an industrials company (J.B Hunt Transport Services).

Investment Outlook And Fund Positioning 

With equity markets near record highs, investors have a lot to consider as they look at the current landscape. Anemic global growth, historically low interest rates, terrorism, a presidential election, and the United Kingdom's recent decision to leave the European Union (EU) could all lead to periods of increased market volatility. We continue to believe that the best strategy to consider is to focus on high quality equities as they should perform well in rising markets while providing protection in more volatile periods.

As of quarter-end, the Fund contained 48 stocks representing eight of the 10 economic sectors comprising the Index. Relative to the sector weightings in the Index, the Fund was overweight industrials, information technology and health care. The Fund was underweight consumer discretionary, financials, energy, consumer staples, and materials and had no exposure to utilities or telecommunication services.

Top 10 Holdings (%)4,5as of Jun 30, 2016

Markel Corp 4.33
ANSYS Inc 3.77
Sally Beauty Holdings Inc 3.61
DENTSPLY SIRONA Inc 3.38
Teleflex Inc 3.30
SEI Investments Co 3.16
Equifax Inc 2.82
Acuity Brands Inc 2.70
Fair Isaac Corp 2.69
Carlisle Cos Inc 2.58
Total 32.35

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, 2016

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 7.79 -3.53 -0.31 13.89 -2.38 -0.37 0.38 -0.11 0.27
Consumer Staples 1.39 12.03 0.16 3.27 7.40 0.24 -0.07 0.06 -0.01
Energy 0.91 -6.70 -0.08 3.25 13.47 0.41 -0.20 -0.18 -0.38
Financials 19.57 0.84 0.20 25.60 4.47 1.17 -0.05 -0.66 -0.71
Health Care 17.11 7.61 1.26 11.65 4.72 0.57 0.09 0.43 0.53
Industrials 22.66 5.83 1.33 14.95 1.55 0.24 -0.15 0.95 0.80
Information Technology 21.02 4.65 0.94 14.88 1.80 0.26 -0.11 0.58 0.48
Materials 3.48 2.20 0.10 6.53 8.70 0.52 -0.12 -0.24 -0.36
Telecom Services 0.00 0.00 0.00 0.74 5.11 0.04 -0.01 0.00 -0.01
Utilities 0.00 0.00 0.00 5.24 10.07 0.49 -0.31 0.00 -0.31
Cash 6.07 0.06 0.00 0.00 0.00 0.00 -0.27 0.00 -0.27
Total 100.00 3.61 3.61 100.00 3.57 3.57 -0.80 0.84 0.04
1 Year Attribution
Consumer Discretionary 7.38 -5.20 -0.13 14.42 -10.38 -1.49 0.49 0.52 1.02
Consumer Staples 1.42 28.96 0.39 3.13 5.43 0.23 -0.21 0.27 0.06
Energy 1.02 -28.62 -0.40 3.08 -32.55 -1.24 0.76 0.04 0.80
Financials 21.22 -5.50 -1.48 25.52 4.05 0.93 -0.11 -2.08 -2.19
Health Care 16.87 19.46 3.18 12.40 -18.04 -3.02 -0.80 6.81 6.01
Industrials 22.14 11.82 2.85 14.72 -3.76 -0.36 0.00 3.50 3.50
Information Technology 20.69 13.29 2.73 15.01 -4.85 -0.70 -0.05 3.68 3.63
Materials 4.46 27.18 1.19 6.12 1.85 0.21 -0.22 1.34 1.12
Telecom Services 0.00 0.00 0.00 0.69 13.39 0.10 -0.17 0.00 -0.17
Utilities 0.00 0.00 0.00 4.89 36.73 1.67 -1.81 0.00 -1.81
Cash 4.80 0.17 0.01 0.00 0.00 0.00 0.05 0.00 0.05
Total 100.00 8.36 8.36 100.00 -3.66 -3.66 -2.06 14.09 12.02

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.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 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
 

Literature

Literature

Fact Sheet

Commentary

Atlanta Capital Market Commentary

Attribution

Annual Report

Full Prospectus

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

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

SAI

Think Performance Think Eaton Vance

Semi-Annual Report

Summary Prospectus


 

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    Symbol:  

    NAV as of