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Eaton Vance Atlanta Capital SMID-Cap A EAASX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Eaton Vance Investment Hub

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
Rated on Published on

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