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Morningstar

Eaton Vance Atlanta Capital Sel Eq A ESEAX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 32.36  /  −1.10 %
  • Total Assets 800.8 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 1%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:16 PM GMT+0

Morningstar’s Analysis ESEAX

Will ESEAX 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 ESEAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ESEAX 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 ESEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Eaton Vance Atlanta Capital Sel Eq A's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ESEAX

More ESEAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Technology

Alphabet Inc Class C

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Communication Services

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5.38 41.8 Mil
Financial Services

GoDaddy Inc Class A

5.07 39.4 Mil
Technology

Gartner Inc

5.00 38.9 Mil
Technology

Global Payments Inc

4.77 37.0 Mil
Industrials

Martin Marietta Materials Inc

4.21 32.7 Mil
Basic Materials