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Eaton Vance Atlanta Capital SMID-Cap C ECASX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 27.92  /  +0.11 %
  • Total Assets 13.6 Bil
  • Adj. Expense Ratio
    1.890%
  • Expense Ratio 1.890%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 14%

USD | NAV as of Jun 18, 2024 | 1-Day Return as of Jun 18, 2024, 10:13 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.

Still well worth checking out.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

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.

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Portfolio Holdings ECASX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carlisle Companies Inc

4.78 617.9 Mil
Industrials

Msilf Government Portfolio Msilf Government Portfolio

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Cash and Equivalents

WR Berkley Corp

4.65 600.6 Mil
Financial Services

GoDaddy Inc Class A

3.37 435.2 Mil
Technology

CACI International Inc Class A

3.15 406.6 Mil
Technology

Morningstar Inc

3.14 405.4 Mil
Financial Services

Markel Group Inc

2.97 383.3 Mil
Financial Services

Booz Allen Hamilton Holding Corp Class A

2.94 380.5 Mil
Industrials

Brown & Brown Inc

2.92 377.1 Mil
Financial Services

AptarGroup Inc

2.57 332.7 Mil
Healthcare