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Eaton Vance Atlanta Capital SMID-Cap I EISMX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
41.84  /  1.62 %
Total Assets
13.1 Bil
Adj. Expense Ratio
0.920%
Expense Ratio
0.920%
Fee Level
Above Average
Longest Manager Tenure
19.14 years
Category
Mid-Cap Growth
Investment Style
Mid Blend
Min. Initial Investment
250,000
Status
Open
TTM Yield
0.00%
Turnover
21%

USD | NAV as of Jun 18, 2021 | 1-Day Return as of Jun 18, 2021, 9:43 PM GMT+00:00

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Morningstar’s Analysis

Will EISMX outperform in future?

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

Process Pillar

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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

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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

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

This recently reopened fund deserves a look.

Associate Director

Summary

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Because of a technical error, the Analyst Rating for one or more share classes of this fund was incorrect. We have resolved the error and corrected the Analyst Rating for all share classes affected by it. For further details, go to morningstar.com/learn/ar. Eaton Vance Atlanta Capital SMID-Cap’s strengths are intact despite a poor showing in 2020.

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