Eaton Vance Atlanta Capital SMID-Cap Fund
ERASX
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
- Jul 1, 2014
- CIK
- 0000102816
- Website
- eatonvance.com
- Similar Companies
- Business
- Eaton Vance Atlanta Capital SMID-Cap Fund (ERASX) is an open-end mutual fund that seeks long-term capital growth by investing primarily in small- to mid-cap U.S. equities; it maintains at least 80% of its net assets in common stocks of companies within the market capitalization range of the Russell 2500 Index, focusing on those demonstrating consistent sustainable earnings growth, strong cash flow, and high returns on capital as identified through rigorous fundamental analysis of financial trends, products, services, and other factors. The fund offers multiple share classes including R6 (ERASX), I (EISMX), and others, with a portfolio typically comprising around 55 holdings, low turnover of approximately 9%, and sector allocations led by industrials (29%), financials (22%), and information technology (17%); it targets institutional and individual investors seeking mid-cap blend exposure without heavy emphasis on high-priced growth or deep value stocks. Managed by Atlanta Capital Management Company, LLC, an investment boutique founded in 1969 and headquartered at 1075 Peachtree Street NE, Suite 2100 in Atlanta, Georgia, the firm operates as part of Morgan Stanley Investment Management following Morgan Stanley's 2021 acquisition of Eaton Vance Corp., which integrated Atlanta Capital's equity strategies into its broader platform serving U.S. and potentially global markets through high-quality stock portfolios. In a significant strategic evolution, the fund expanded its scope on January 1, 2007, from a small-cap-only focus benchmarked to the Russell 2000 Index to its current SMID-cap strategy aligned with the Russell 2500 Index, enabling broader investment in both small- and mid-cap equities; more recently, portfolio managers including Charles B. Reed, CFA, and William O. Bell IV have maintained tenure since 2002 amid stable operations under Morgan Stanley's oversight, with total assets reaching approximately $12.6 billion as of late 2025 and no major announced acquisitions, partnerships, or new product launches in the past 1-2 years.