About EAGCX
Eaton Vance Atlanta Capital Focused Growth Fund Class C is a mutual fund designed to provide long-term capital growth by investing in a focused portfolio of U.S. large-cap equities. The fund employs a conviction-weighted approach, typically maintaining a concentrated selection of 20 to 35 stocks, emphasizing quality companies with sustainable earnings growth potential. Its investment strategy relies on rigorous bottom-up fundamental analysis, seeking firms that are expected to deliver above-average growth over time. The fund's top holdings often include recognized leaders from sectors such as technology, financial services, healthcare, and consumer cyclical industries—examples include Visa, Alphabet, Microsoft, Thermo Fisher Scientific, and TJX Companies.
This fund is categorized within the large growth segment and is strategically nondiversified, allowing for higher conviction but also potentially increased risk due to concentrated positions. While it benefits from seasoned management and a disciplined process, it faces scrutiny over its relatively high expense ratio compared to peers. Eaton Vance Atlanta Capital Focused Growth Fund Class C plays a role in the market by offering investors targeted access to a select group of high-growth U.S. companies, suitable for those seeking capital appreciation rather than income.
Fund Family Eaton Vance
Category Large-Cap Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol EAGCX
Share Class Class C
Index Russell 1000 Growth TR
EAGCX had a total return of 2.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 12.69%.
