Eaton Vance Atlanta Capital Large-Cap A 255 State Street Boston MA 02109 Map
Phone: 800-262-1122
| Category: | Large Growth | | Fund Family: | Eaton Vance | | Net Assets: | 10.03M | | Year-to-Date Return: | -7.49% | | Yield: | 0.02% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Nov-03 |
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Marilyn Robinson Irvin
Lead Manager since
30-Apr-02 | | | Irvin is senior vice president and principal with Atlanta Capital Management Company, her employer since 1989. Prior to joining the firm, she was a treasury analyst and fixed income trader for Consolidated Health Care in Richmond, Virginia. Irvin holds the Chartered Financial Analyst designation and is a Certified Cash Manager. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital appreciation. The fund normally invests in companies having market capitalizations that rank in the top 1,000 U.S. companies. Under normal circumstances, it invests at least 80% of net assets in large company stocks. The fund currently invests assets in a separate registered investment company with the same objective and policies. |
| Last Dividend
(24-Dec-07):
| 0.00 | | Last Cap Gain
(24-Dec-07):
| 1.02 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 98.32% |
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| Expense | EAALX | Category Avg | | Total Expense Ratio: | 1.25%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$977 | $622 | | 5 Yr Expense Projection*: |
$1,279 | $957 | | 10 Yr Expense Projection*: |
$2,136 | $1,889 |
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