Shying away from mega-cap growth companies has hurt Eaton Vance Atlanta Capital Select Equity in 2020, but its capable managers and sensible, long-term approach earn three share classes a Morningstar Analyst Rating of Bronze; a pricier share class gets a Neutral rating.
Will ESEAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ESEAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ESEAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ESEAX’s parent organization’s priorities and whether they’re in line with investors’ interests.