Eaton Vance Atlanta Capital SMID-Cap will continue to enjoy significant personnel and process advantages over its rivals after the late-2024 modifications to its management team, and it retains its Above Average People and Process ratings.
Eaton Vance Atlanta Capital SMID-Cap C ECASX
- NAV / 1-Day Return 29.18 / +1.78 %
- Total Assets 13.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.890%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Mid-Cap Blend
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 14%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis ECASX
Will ECASX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 33.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
WR Berkley Corp | 4.89 | 665.1 Mil | Financial Services |
Carlisle Companies Inc | 4.64 | 632.0 Mil | Industrials |
Msilf Government Portfolio Msilf Government Portfolio | 3.84 | 522.9 Mil | Cash and Equivalents |
GoDaddy Inc Class A | 3.65 | 496.5 Mil | Technology |
Markel Group Inc | 3.17 | 431.5 Mil | Financial Services |
CACI International Inc Class A | 3.15 | 429.0 Mil | Technology |
Morningstar Inc | 3.12 | 424.2 Mil | Financial Services |
Brown & Brown Inc | 3.04 | 413.9 Mil | Financial Services |
Booz Allen Hamilton Holding Corp Class A | 2.88 | 392.2 Mil | Industrials |
Teleflex Inc | 2.78 | 378.8 Mil | Healthcare |