Nasdaq - Delayed Quote USD
Eaton Vance-Atlanta Capital Focused Growth (EAALX)
21.60
+0.38
+(1.79%)
As of 8:05:37 AM EDT. Market Open.
Fund Summary
Under normal market conditions, the fund invests in common stocks of approximately 20 to 35 companies, primarily with large market capitalizations. It will normally invest in common stocks of companies having market capitalizations that rank among the top 1,000 U.S. companies. It is non-diversified.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 38.09% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 18 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 1.73% |
| 5y Average Return | 12.97% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| EAALX | Category Average | EAALX | Category Average | EAALX | Category Average | |
| Alpha | -1.36 | 0.03 | -1.62 | 0.04 | 2.09 | 0.01 |
| BETA | 0.9 | 0.01 | 0.95 | 0.01 | 0.92 | 0.01 |
| Mean Annual Return | 0.89 | 0.02 | 1.13 | 0.02 | 1.17 | 0.01 |
| R-squared | 90.58 | 0.89 | 88.76 | 0.87 | 88.08 | 0.87 |
| Standard Deviation | 15.58 | 0.2 | 16.25 | 0.16 | 15 | 0.15 |
| Sharpe Ratio | 0.39 | 0.01 | 0.66 | 0.01 | 0.8 | 0.01 |
| Treynor Ratio | 5.8 | 0.21 | 10.7 | 0.21 | 12.78 | 0.15 |
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