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Morningstar

Eaton Vance Atlanta Capital SMID-Cap I EISMX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
33.69  /  0.85 %
Total Assets
10.2 Bil
Adj. Expense Ratio
0.880%
Expense Ratio
0.880%
Fee Level
Average
Longest Manager Tenure
20.42 years
Category
Mid-Cap Growth
Investment Style
Mid Blend
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.00%
Turnover
9%

Morningstar’s Fund Analysis EISMX

Will EISMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EISMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the EISMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of EISMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A fine option for small- and mid-cap growth stocks.

Associate Director

Summary

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Eaton Vance Atlanta Capital SMID-Cap’s established team and moderate approach earn its R6 share class a Morningstar Analyst Rating of Silver; its four pricier classes are rated Bronze.

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