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Eaton Vance Atlanta Capital Smid-cap Fund Class I (EISMX)

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41.92 -0.06    -0.14%
23/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 8.35B
Type:  Fund
Market:  United States
Issuer:  Eaton Vance
Asset Class:  Equity
Eaton Vance Atlanta Capital SMID-Cap I 41.92 -0.06 -0.14%

EISMX Overview

 
On this page you'll find an in-depth profile of Eaton Vance Atlanta Capital Smid-cap Fund Class I. Learn about the key management, total assets, investment strategy and contact information of EISMX among other information.
Category

Mid-Cap Blend

Total Assets

8.35B

Expenses

0.87%

Inception Date

37376

Investment Strategy

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small- to mid-cap stocks (the "80% Policy"). The portfolio managers generally consider small- to mid-cap companies to be those companies having market capitalizations within the range of companies comprising the Russell 2500™ Index.

Contact Information

Address Two International Place
Boston,MA 02110
United States
Phone +1 8008362414

Top Executives

Name Title Since Until
William O. Bell Vice President 2004 Now
Biography William O. Bell, IV, CFA is a Vice President and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's Small Cap, SMID Cap and Select Equity portfolios. He is also a member of the Management Committee. Prior to joining the firm in 1999, Mr. Bell was a portfolio manager with the Florida State Board of Administration where he was responsible for managing their internal special situation equity fund. Mr. Bell holds the Chartered Financial Analyst designation and is a graduate of Florida State University where he earned a Bachelor of Science degree in Business.
W. Matthew Hereford Managing Director 2004 Now
Biography W. Matthew Hereford, CFA is a Vice President and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's Small Cap, SMID Cap and Select Equity portfolios. He is also a member of the Management Committee. Prior to joining Atlanta Capital in 2002, Mr. Hereford worked for five years at Invesco Ltd. where he was responsible for managing their Concentrated Equity Portfolio. Mr. Hereford is a graduate from the University of Mississippi, where he earned a Bachelor of Business Administration degree in International Business. Mr. Hereford holds the Chartered Financial Analyst designation and is a member of the Atlanta Society of Finance and Investment Professionals.
Charles B. Reed Vice President 2002 Now
Biography Charles B. Reed, CFA is a Managing Director of Atlanta Capital, Core Equity and Principal of the firm. He serves as a portfolio manager for Atlanta Capital's Small Cap, SMID Cap and Select Equity portfolios. He is also a member of the Management Committee. Prior to joining the firm in 1998, Mr. Reed was a portfolio manager with the Florida State Board of Administration where he was responsible for managing their internal special situation equity fund. Mr. Reed holds the Chartered Financial Analyst designation and is a graduate of Florida State University where he earned a Bachelor of Science degree in Finance.
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