Morningstar

Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 ERASX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis ERASX

Will ERASX 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 ERASX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ERASX 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 ERASX’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
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