EAASX – Eaton Vance Atlanta Capital SMID-Cap A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small- to mid-cap stocks (the "80% Policy"). The portfolio managers generally consider small- to mid-cap companies to be those companies having market capitalizations within the range of companies comprising the Russell 2500™ Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund Class I	Institutional	Open			Apr 30, 2002	$3.70B	0.870%	Above Average	$1M	−$3.06B
EAASX	Eaton Vance Atlanta Capital SMID-Cap Fund Class A	Front Load	Open			Nov 28, 2003	$535.21M	1.120%	Below Average	$1,000	−$314.09M
ECASX	Eaton Vance Atlanta Capital SMID-Cap Fund Class C	Level Load	Open			Oct 1, 2009	$23.98M	1.870%	Average	$1,000	−$17.11M
ERASX	Eaton Vance Atlanta Capital SMID-Cap Fund Class R6	Retirement, Large	Open			Jul 1, 2014	$3.12B	0.810%	Above Average	$5M	−$1.70B
ERSMX	Eaton Vance Atlanta Capital SMID-Cap Fund Class R	Retirement, Medium	Open			Aug 3, 2009	$345.47M	1.370%	Above Average	$1,000	−$46.79M

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