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Morningstar

Eaton Vance Atlanta Capital SMID-Cap I EISMX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 35.81  /  0.17 %
  • Total Assets 10.1 Bil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 7%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s 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.

Still good.

Associate Director

Summary

| by Tony Thomas

Eaton Vance Atlanta Capital SMID-Cap’s longtime managers continue to show that their way works, earning Morningstar Analyst Ratings of Silver for the R6 shares and Bronze for the rest.

Unlock our full analysis with Morningstar Investor