Morningstar

Eaton Vance Atlanta Capital Select Equity Fund Class R6 ESERX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 27.69  /  −1.04 %
  • Total Assets 234.4M
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.00
  • Turnover 12%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ESERX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Eaton Vance Atlanta Capital Sel Eq R6 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings ESERX

More ESERX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class C

7.37 20M
Communication Services

TJX Companies Inc

6.58 18M
Consumer Cyclical

Martin Marietta Materials Inc

5.64 15M
Basic Materials

CDW Corp

5.21 14M
Technology

Visa Inc Class A

4.97 14M
Financial Services

Ross Stores Inc

4.97 14M
Consumer Cyclical

Markel Group Inc

4.65 13M
Financial Services

Thermo Fisher Scientific Inc

4.38 12M
Healthcare

S&P Global Inc

4.11 11M
Financial Services

White Mountains Insurance Group Ltd

3.88 11M
Financial Services

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