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Eaton Vance Atlanta Capital Sel Eq A ESEAX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 33.48  /  +0.42 %
  • Total Assets 777.3 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 1%

USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:14 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.

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-costliest quintile among peers.

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Portfolio Holdings ESEAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 58.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fiserv Inc

7.26 53.5 Mil
Technology

White Mountains Insurance Group Ltd

6.68 49.2 Mil
Financial Services

TJX Companies Inc

6.43 47.3 Mil
Consumer Cyclical

CDW Corp

5.99 44.1 Mil
Technology

Alphabet Inc Class C

5.86 43.2 Mil
Communication Services

Markel Group Inc

5.70 42.0 Mil
Financial Services

Global Payments Inc

5.55 40.9 Mil
Industrials

Gartner Inc

5.40 39.8 Mil
Technology

GoDaddy Inc Class A

5.00 36.8 Mil
Technology

Martin Marietta Materials Inc

4.30 31.7 Mil
Basic Materials