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Morningstar

Eaton Vance Atlanta Capital Sel Eq I ESEIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 33.28  /  −0.18 %
  • Total Assets 800.8 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 1%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ESEIX

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

  • People Pillar

    The People Pillar is our evaluation of the ESEIX 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 ESEIX’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 I's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings ESEIX

More ESEIX 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
Sector

Fiserv Inc

7.24 56.3 Mil
Technology

White Mountains Insurance Group Ltd

7.10 55.2 Mil
Financial Services

TJX Companies Inc

6.19 48.1 Mil
Consumer Cyclical

CDW Corp

6.16 47.9 Mil
Technology

Alphabet Inc Class C

5.48 42.6 Mil
Communication Services

Markel Group Inc

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