Morningstar

Eaton Vance Small-Cap Fund Class A ETEGX

Medalist Rating as of Aug 31, 2026 See Eaton Vance Investment Hub

Strategy

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of small-cap companies. The portfolio managers consider small-cap companies to be companies having a market capitalization that falls (i) within or below the range of companies in the current Russell 2000® Index, or (ii) below the three-year average maximum market cap of companies in the Russell 2000® Index as of December 31 of the three preceding years.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EISGX	Eaton Vance Small-Cap Fund Class I	Institutional	Open			Sep 2, 2008	$83.11M	0.960%	Above Average	$1M	−$38.60M
ETEGX	Eaton Vance Small-Cap Fund Class A	Front Load	Open			Jan 2, 1997	$19.90M	1.210%	Average	$1,000	−$3.31M
ECSMX	Eaton Vance Small-Cap Fund Class C	Level Load	Open			May 3, 2002	$3.44M	1.960%	Average	$1,000	−$994,234.12
ERSGX	Eaton Vance Small-Cap Fund Class R	Retirement, Medium	Open			Aug 3, 2009	$3.78M	1.460%	Above Average	$1,000	$1.06M

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