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Morningstar

Eaton Vance Atlanta Capital SMID-Cap A EAASX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 32.43  /  −0.89 %
  • Total Assets 13.6 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 14%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis EAASX

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

  • People Pillar

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

Still appealing.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Eaton Vance Atlanta Capital SMID-Cap’s strengths remain intact, and this mutual fund, which moved to the mid-cap blend Morningstar Category from mid-cap growth in mid-2023, continues to be an attractive smaller-cap equity vehicle for the long haul.

by William Samuel Rocco
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Portfolio Holdings EAASX

More EAASX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

WR Berkley Corp

4.80 628.6 Mil
Financial Services

Carlisle Companies Inc

4.52 592.1 Mil
Industrials

Msilf Government Portfolio Msilf Government Portfolio

4.47 586.0 Mil
Cash and Equivalents

Morningstar Inc

3.27 428.2 Mil
Financial Services

Brown & Brown Inc

3.20 419.5 Mil
Financial Services

GoDaddy Inc Class A

3.10 405.9 Mil
Technology

Markel Group Inc

2.99 392.3 Mil
Financial Services

Booz Allen Hamilton Holding Corp Class A

2.90 380.6 Mil
Industrials

CACI International Inc Class A

2.89 378.9 Mil
Technology

RPM International Inc

2.61 342.2 Mil
Basic Materials