Eaton Vance-Atlanta Capital Focused Growth
EAALX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston, MA 02110 Boston MA United States of America 02110
- IPO Date
- Nov 28, 2003
- CIK
- 0000102816
- Website
- eatonvance.com
- Similar Companies
- Business
- Eaton Vance Atlanta Capital Focused Growth Fund (EAALX) is a large-growth mutual fund that seeks long-term capital appreciation through a conviction-weighted portfolio of 20-35 high-quality, large-cap common stocks exhibiting sustainable earnings growth, high margins, strong balance sheets, and leadership in their industries; the fund employs rigorous bottom-up fundamental analysis to select securities based on risk/reward profiles, earnings consistency, and growth sustainability, with holdings concentrated in sectors such as financials, information technology, health care, industrials, and communication services, including top positions in Alphabet Inc., Visa Inc., Microsoft Corp., Thermo Fisher Scientific Inc., and Mastercard Inc. Class A shares (EAALX), with a net expense ratio of 1.01%, feature a minimum initial investment of $1,000 and annual distributions; Class I shares (EILGX), at 0.76% net expense ratio, require a $1,000,000 minimum; Class C (EAGCX) and Class R6 (ERLGX) shares are also available to qualified investors. The fund, with total net assets of approximately $874.75 million as of September 30, 2025, benchmarks against the Russell 1000 Growth Index and maintains low turnover of around 7-28%. Managed by the Atlanta Capital Management team—principally Joseph B. Hudepohl, CFA (since 2015), Robert R. Walton, Jr., CFA (since 1999), Jeffrey A. Miller, CFA (since 2014), and Lance V. Garrison, CFA (since 2007)—the fund operates under Eaton Vance Management, part of Morgan Stanley Investment Management following Morgan Stanley's $7 billion acquisition of Eaton Vance, which closed in March 2021 and integrated Atlanta Capital as a boutique equity specialist within the larger platform. Launched with a performance inception date of April 30, 2002 (Class A inception November 28, 2003), the fund is headquartered in Boston, Massachusetts, at Two International Place, with investment advisory rooted in Atlanta Capital's fundamental equity expertise. It targets institutional and individual investors seeking concentrated exposure to U.S. large-cap growth stocks, primarily in the domestic market. Recent developments include sustained asset growth to over $874 million amid favorable market conditions for quality growth strategies, as reflected in third-quarter 2025 performance showing year-to-date returns of 8.20% for Class A shares (net of fees) and continued emphasis on a streamlined 23-holdings portfolio as of September 30, 2025; the fund has benefited from its integration into Morgan Stanley Investment Management, enhancing distribution capabilities and access to advanced investment resources without major portfolio or strategy shifts in the last 1-2 years. No significant acquisitions, partnerships, funding rounds, or product launches specific to the fund were reported in 2024-2025, with focus remaining on core large-growth mandates and opportunistic stock selection in evolving sectors like financials (25.52% allocation) and health care (17.68%).