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Morningstar

Eaton Vance Atlanta Capital Sel Eq C ESECX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 29.53  /  0.00
  • Total Assets 800.8 Mil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.800%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield —
  • Turnover 1%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis ESECX

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

  • People Pillar

    The People Pillar is our evaluation of the ESECX 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 ESECX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Eaton Vance Atlanta Capital Sel Eq C's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ESECX

More ESECX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 56.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fiserv Inc

7.24 56.3 Mil
Technology

White Mountains Insurance Group Ltd

7.10 55.2 Mil
Financial Services

TJX Companies Inc

6.19 48.1 Mil
Consumer Cyclical

CDW Corp

6.16 47.9 Mil
Technology

Alphabet Inc Class C

5.48 42.6 Mil
Communication Services

Markel Group Inc

5.38 41.8 Mil
Financial Services

GoDaddy Inc Class A

5.07 39.4 Mil
Technology

Gartner Inc

5.00 38.9 Mil
Technology

Global Payments Inc

4.77 37.0 Mil
Industrials

Martin Marietta Materials Inc

4.21 32.7 Mil
Basic Materials