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Eaton Vance Special Equities A Fund (EVSEX)

Fund performance review and position details on Eaton Vance Special Equities A Fund (EVSEX)

    Last Trade: $ on , Change: (0%)

Eaton Vance Special Equities A Fund (EVSEX) HighlightEaton Vance Special Equities A Fund (EVSEX) Fund Summary

Eaton Vance Special Equities A Fund (EVSEX) statistics as of May 30, 2016

Category: Mid-Cap Growth
Fund Family: Eaton Vance
Net Asset: $39.00M
Yield: 0%
Year-to-Date Return: 4.35%
Morningstar rating: 2

 

Eaton Vance Special Equities A Fund (EVSEX) CostEaton Vance Special Equities A Fund (EVSEX) Cost

Eaton Vance Special Equities A Fund (EVSEX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Mid-Cap Growth average): 1.32% (1.28%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 83.00%

 

Eaton Vance Special Equities A Fund (EVSEX) PerformanceEaton Vance Special Equities A Fund (EVSEX) Performance

Most current Eaton Vance Special Equities A Fund (EVSEX) Performance

1-month Performance (Mid-Cap Growth category median performance): 2.51% (2.34%)
3-month Performance (Mid-Cap Growth category median performance): 9.56% (10.40%)
1 Year Performance (Mid-Cap Growth category median performance): -5.86% (-5.73%)
3 Year Performance (Mid-Cap Growth category median performance): 7.31% (8.38%)
5 Year Performance (Mid-Cap Growth category median performance): 5.62% (7.70%)
Number of Years of positive return: 34 years
Number of Years of negative return: 13 years
3 year Alpha (Mid-Cap Growth category average): -2.68 (-2.65)
3 year Beta (Mid-Cap Growth category average): 0.95 (1.02)
3 year Sharpe Ratio: 0.59
3 year Treynor: 7.59

Eaton Vance Special Equities A Fund (EVSEX) topholdingTop Stock Holdings in Eaton Vance Special Equities A Fund (EVSEX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Pinnacle Foods, Inc. Common Sto2.88%0.00%
Vista Outdoor Inc. Common Stock2.79%0.00%
Balchem Corporation2.53%0.00%
ServiceMaster Global Holdings, 2.5%0.00%
Euronet Worldwide, Inc.2.38%0.00%
RBC Bearings Incorporated2.38%0.00%
Mentor Graphics Corporation2.18%0.00%
Integra LifeSciences Holdings C2.14%0.00%
CubeSmart Common Shares2.1%0.00%
FEI Company2.04%0.00%
*Note: The price change will reset to 0 after the midnight

 

Eaton Vance Special Equities A Fund (EVSEX) Portfolio AllocationEaton Vance Special Equities A Fund (EVSEX) Fund Portfolio Allocation

Eaton Vance Special Equities A Fund (EVSEX) Fund Portfolio Allocation data as of 03/2016

Stock98.41%
Bond0%
Cash1.59%
Other0%

 

Eaton Vance Special Equities A Fund (EVSEX) CompareCompare with other Mid-Cap Growth category mutual funds

Below are some additional Mid-Cap Growth mutual funds generated out of our database

Fund1 Year3 year5 year
Eaton Vance Special Equities A-5.867.315.62
Akre Focus Instl (AKRIX)1.8011.1515.02 Compare
Baron Asset Instl (BARIX)-1.9810.2810.08 Compare
Bright Rock Mid Cap Growth Instl (BQMGX)4.539.875.79 Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Eaton Vance Special Equities A Fund (EVSEX) PerformanceOther Financial Data Web Sites on Eaton Vance Special Equities A Fund (EVSEX)

Addition research sites for Eaton Vance Special Equities A Fund (EVSEX)

 

Eaton Vance Special Equities A Fund (EVSEX) Related ResourcesSee more information on Eaton Vance Special Equities A (EVSEX) Fund

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