Eaton Vance Atlanta Capital SMID-Cap’s strengths remain intact, and this mutual fund, which moved to the mid-cap blend Morningstar Category from mid-cap growth in mid-2023, continues to be an attractive smaller-cap equity vehicle for the long haul.
- NAV / 1-Day Return 29.80 / 1.60 %
- Total Assets 10.7 Bil
-
Adj. Expense Ratio
1.390%
- Expense Ratio 1.390%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Mid-Cap Blend
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 7%
Morningstar’s Analysis ERSMX
Will ERSMX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 52
- Bond Holdings 0
- Other Holdings 1
- % Assets in Top 10 Holdings 32.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
Msilf Government Portfolio Msilf Government Portfolio
4.44
485,557,136
Cash and Equivalents