About EAALX
Eaton Vance Atlanta Capital Focused Growth Fund Class A is a U.S. mutual fund specializing in large-cap growth equities. Its primary objective is long-term capital growth, achieved by investing in a highly selective portfolio of approximately 20 to 35 companies. The fund focuses on established businesses with sustainable earnings growth potential, emphasizing consistent profitability, strong balance sheets, and sector leadership. Employing a rigorous bottom-up, fundamental research process, the fund aims to identify industry-leading companies—often recognized for high margins and superior returns on capital—across various sectors, including technology, healthcare, financial services, and consumer cyclical industries. The portfolio is conviction-weighted, meaning investments are concentrated in the fund managers' strongest ideas, with the top holdings representing a significant portion of assets. Its benchmark is the Russell 1000 Growth Index, and it maintains a relatively low turnover rate, reflecting a long-term investment horizon. Managed by Atlanta Capital, part of Eaton Vance and Morgan Stanley Investment Management, this fund plays a notable role in the market by offering investors focused exposure to quality U.S. growth companies while maintaining a disciplined and concentrated approach to stock selection.
Fund Family Eaton Vance
Category Large Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol EAALX
Share Class Class A
Index Russell 1000 Growth TR
EAALX had a total return of 1.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.86%.
