Because of a technical error, the Analyst Rating for one or more share classes of this fund was incorrect. We have resolved the error and corrected the Analyst Rating for all share classes affected by it. For further details, go to morningstar.com/learn/ar. Eaton Vance Atlanta Capital SMID-Cap’s strengths are intact despite a poor showing in 2020.
Eaton Vance Atlanta Capital SMID-Cap C ECASX
NAV / 1-Day Return
29.91
/
0.60
%
Total Assets
11.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.920%
Expense Ratio
1.920%
Fee Level
Average
Longest Manager Tenure
18.83
years
Category
Mid-Cap Growth
Investment Style
Mid BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
21%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ECASX 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 ECASX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ECASX 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 ECASX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This recently reopened fund deserves a look.
