Eaton Vance Atlanta Capital SMID-Cap Fund Class I (EISMX)

Ordinarily, the fund allocates a minimum of 80% of its net assets – a figure that includes any capital borrowed for investment purposes – to small- and mid-sized company stocks. This approach is formally known as its "80% Policy." For clarification, the portfolio managers typically define small- to mid-cap firms as those whose market values fall within the spectrum of businesses that constitute the Russell 2500™ Index.