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.
- NAV / 1-Day Return 16.32 / 0.85 %
- Total Assets 140.7 Mil
Adj. Expense Ratio
- 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?
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