See what your fund actually adds
Eaton Vance-Atlanta Capital Focused Growth Fund Class A EAALX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | EAALX | Replication |
|---|---|---|
| Annualized growth | 4.9% | 9.6% |
| Annualized volatility | 16.6% | 14.9% |
| Sharpe ratio | 0.37 | 0.69 |
| Maximum drawdown | 27.2% | 22.8% |
| Replication fit (R²) | 0.84 · Tracking error 6.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model EAALX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| XLV | Sector · Healthcare | 39.9% |
| VUG | Style · Growth | 31.3% |
| USMV | Factor · Min Vol | 18.1% |
| VOT | Mid-Cap · Growth | 10.6% |