Eaton Vance-Atlanta Capital Focused Growth

Frequently Asked Questions About EAALX

What does EAALX invest in?

During typical market environments, this fund primarily invests its assets in a focused selection of roughly 20 to 35 common equities. These holdings predominantly comprise companies with substantial market capitalizations, generally ranking among the top 1,000 U.S. firms by market value. It is important to note that the fund maintains a non-diversified investment strategy.

What is the expense ratio of EAALX?

Eaton Vance-Atlanta Capital Focused Growth (EAALX) charges an expense ratio of 1.02%. This is the annual fee deducted from fund assets to cover management and operations.

How big is EAALX?

Eaton Vance-Atlanta Capital Focused Growth (EAALX) manages $421.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is EAALX actively managed or an index fund?

EAALX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (EAALX's is 1.02%) in exchange for the discretion to over- or under-weight positions.

When was EAALX launched?

Eaton Vance-Atlanta Capital Focused Growth (EAALX) launched in November 2003 and is managed by Eaton Vance.

How has EAALX performed?

EAALX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.