Morningstar

Eaton Vance Atlanta Capital SMID-Cap Fund Class I EISMX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 37.27  /  −0.53 %
  • Total Assets 8.8B
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.06%
  • Turnover 13%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis EISMX

Will EISMX outperform in the 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 EISMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EISMX 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 EISMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still a worthy source of smaller-cap exposure for the long term.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Eaton Vance Atlanta Capital SMID-Cap is run by a solid three-manager team that uses a sound and differentiated approach. The strategy retains its Above Average People and Process ratings, and it remains a worthwhile smaller-cap vehicle at the right price for long-term investors who can handle periods of significant underperformance.

by William Samuel Rocco
Rated on Published on

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Portfolio Holdings EISMX

More EISMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carlisle Companies Inc

4.20 374M
Industrials

Burlington Stores Inc

3.80 339M
Consumer Cyclical

CACI International Inc Class A

3.71 331M
Technology

Affiliated Managers Group Inc

3.09 275M
Financial Services

Avery Dennison Corp

3.08 274M
Consumer Cyclical

Aramark

3.07 274M
Industrials

Trimble Inc

2.81 250M
Technology

Markel Group Inc

2.68 239M
Financial Services

TransUnion

2.68 239M
Financial Services

SEI Investments Co

2.64 236M
Financial Services

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