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Morningstar

Eaton Vance Global Small-Cap Equity I ESVIX

Morningstar Analyst Rating
Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 14.54  /  1.18 %
  • Total Assets 26.4 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Small/Mid Stock
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.41%
  • Turnover 45%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:13 PM GMT+00:00

Morningstar’s Analysis ESVIX

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

People Pillar

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

Summary

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An upgrade in its Process Pillar rating is the primary driver of Eaton Vance Global Small-Cap Equity I's upgrade to a Morningstar Quantitative Rating of Silver from Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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