Eaton Vance Atlanta Capital SMID-Cap I
EISMX
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
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Boston, MA 02110 Boston MA United States of America 02110
- IPO Date
- Apr 30, 2002
- CIK
- 0000102816
- Website
- eatonvance.com
- Similar Companies
- Business
- Eaton Vance Atlanta Capital SMID-Cap Fund Class I (EISMX) is an open-end mutual fund that seeks long-term capital growth by investing at least 80% of its net assets in common stocks of small- to mid-cap companies exhibiting consistent, sustainable earnings growth, strong cash flow, and high returns on capital; it employs a blend investment style with a focus on mid-cap equities, benchmarked against the Russell 2500 Index, and maintains a diversified portfolio across sectors such as industrials (26%), financial services (22%), and technology (20%), with top holdings including Carlisle Companies Inc., W.R. Berkley Corp., and Trimble Inc. The fund offers Class I shares with a minimum initial investment of $1,000,000, a net expense ratio of 0.87%, and low turnover of approximately 9%, targeting institutional investors in the United States. Launched on April 30, 2002, and managed by Atlanta Capital Management Company, LLC—a subsidiary acquired by Eaton Vance in 2001 and now part of Morgan Stanley Investment Management following Eaton Vance's acquisition by Morgan Stanley in 2021—the fund is domiciled in the United States with primary operations focused on U.S. equities. In a significant recent development, Jeffrey Wilson joined the portfolio management team effective December 31, 2024, alongside long-standing managers Charles Reed (since inception) and W. Hereford (since 2004), enhancing the fund's experienced leadership amid its management of approximately $14.5 billion in total net assets. The fund, which underwent a strategic expansion on January 1, 2007, to include both small- and mid-cap equities from its prior small-cap-only focus (with a corresponding benchmark shift from Russell 2000 to Russell 2500), continues to emphasize quality smid-cap opportunities without other major acquisitions, partnerships, or product launches reported in the past 1-2 years. Atlanta Capital operates autonomously within Morgan Stanley Investment Management, headquartered in Atlanta, Georgia, contributing to Eaton Vance's broader platform of U.S. equity strategies for institutional and high-net-worth clients.