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Eaton Vance Small-Cap I EISGX

Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 16.32  /  0.85 %
  • Total Assets 140.7 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.13%
  • Turnover 55%

Morningstar’s Analysis EISGX

Will EISGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Eaton Vance Small-Cap I’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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