Morningstar

Eaton Vance Atlanta Capital SMID-Cap Fund Class R ERSMX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $30.42  /  +1.77 %
  • Fund Size $7.7B
  • Adjusted Expense Ratio 1.370%
  • Net Expense Ratio 1.370%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis ERSMX

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

  • People Pillar

    The People Pillar is our evaluation of the ERSMX 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 ERSMX’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 ERSMX

More ERSMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CACI International Inc Class A

4.52 387M
Technology

Carlisle Companies Inc

4.01 343M
Industrials

SEI Investments Co

3.63 311M
Financial Services

Burlington Stores Inc

3.37 288M
Consumer Cyclical

Affiliated Managers Group Inc

3.27 280M
Financial Services

TransUnion

3.22 276M
Financial Services

Aramark

3.13 268M
Industrials

Manhattan Associates Inc

3.10 266M
Technology

Jones Lang LaSalle Inc

3.04 260M
Real Estate

Avery Dennison Corp

2.95 253M
Consumer Cyclical

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