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.
Eaton Vance Atlanta Capital SMID-Cap I EISMX
NAV / 1-Day Return
35.55
/
0.20
%
Total Assets
10.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.880%
Expense Ratio
0.880%
Fee Level
Average
Longest Manager Tenure
20.06
years
Category
Mid-Cap Growth
Investment Style
Mid BlendMin. Initial Investment
250,000
Status
Open
TTM Yield
0.00%
Turnover
9%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
