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 I EISMX
- NAV / 1-Day Return 42.21 / +1.78 %
- Total Assets 13.5 Bil
-
Adj. Expense Ratio
0.890%
- Expense Ratio 0.890%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Mid-Cap Blend
- Investment Style Mid Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield 0.10%
- 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 EISMX
Will EISMX 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
|
|---|---|---|---|
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Teleflex Inc | 2.78 | 378.8 Mil | Healthcare |