Morningstar

Eaton Vance Atlanta Capital SMID-Cap Fund Class R ERSMX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 30.47  /  +0.43 %
  • Total Assets 8.6B
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 13%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

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 31.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carlisle Companies Inc

4.45 389M
Industrials

Burlington Stores Inc

3.66 320M
Consumer Cyclical

Aramark

3.22 282M
Industrials

CACI International Inc Class A

3.14 275M
Technology

Affiliated Managers Group Inc

3.04 266M
Financial Services

Avery Dennison Corp

2.95 258M
Consumer Cyclical

WR Berkley Corp

2.89 253M
Financial Services

Markel Group Inc

2.87 251M
Financial Services

TransUnion

2.74 240M
Financial Services

SEI Investments Co

2.73 239M
Financial Services

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