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Eaton Vance Small-Cap B (EBSMX) Fund Ranking and Research

Ranking, Research and Recommendation of Eaton Vance Small-Cap B (EBSMX) Fund

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

 

Graph of Eaton Vance Small-Cap B Fund (EBSMX) ManagerFund Manager - Michael D. McLean

Fund Manager Information

Fund Manager Tenure: 4.9 years
Fund Family: Eaton Vance
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

 

Graph of Eaton Vance Small-Cap B Fund (EBSMX) ProfileEaton Vance Small-Cap B Fund (EBSMX) Profile

Fund Profile and Description

Eaton Vance Small-Cap B Fund seeks long-term capital appreciation. Eaton Vance Small-Cap B Fund invests primarily 80% of net assets in a diversified portfolio of common stocks of small-cap companies that are expected to achieve earnings growth over the long-term that exceeds the average of all publicly-traded companies in the United States. It generally considers small-cap companies to be those companies with market capitalizations comparable to companies included in the Standard & Poor’s SmallCap 600 index. Eaton Vance Small-Cap B Fund may invest up to 25% of its total assets in foreign securities.

 

Eaton Vance Small-Cap B (EBSMX) Fund Strength What we like about Eaton Vance Small-Cap B (EBSMX) Fund

Data for Eaton Vance Small-Cap B Fund (EBSMX) as of May 30, 2016

  • Eaton Vance Small-Cap B Fund (EBSMX) management has been with Eaton Vance Small-Cap B Fund for 4.9 years
  • Eaton Vance Small-Cap B Fund (EBSMX) has good short-term performance (1-year return -5.47% vs -7.74% Small Growth category median performance)
  • Eaton Vance Small-Cap B Fund (EBSMX) has good mid-term performance (3-year return 8.04% vs 6.86% Small Growth category median performance)
  • Eaton Vance Small-Cap B Fund (EBSMX) ratio of up-years vs down years is greater than 2
  • Eaton Vance Small-Cap B Fund (EBSMX) has a Morningstar rating of 4 and above
  • Eaton Vance Small-Cap B Fund (EBSMX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.63, lower than category average of 15.82

Eaton Vance Small-Cap B Fund (EBSMX) Weakness What we are cautious about Eaton Vance Small-Cap B (EBSMX) Fund

Data for Eaton Vance Small-Cap B Fund (EBSMX) as of May 30, 2016

  • Eaton Vance Small-Cap B Fund (EBSMX) has a less-than-ideal Long-term performance (5-year return 6.03% vs 7.01% Small Growth category median performance)
  • Eaton Vance Small-Cap B Fund (EBSMX) has an annual stock turnover rate of 71.00% that is higher than the Small Growth average of 63.11%. This could mean Eaton Vance Small-Cap B is more nimble, but also signal potential high tax impact and high trading fees
  • Eaton Vance Small-Cap B Fund (EBSMX) has a higher expense ratio of 2.18% than its Small Growth average of 1.31%
  • Eaton Vance Small-Cap B Fund (EBSMX) carries a 5% load
See Eaton Vance Small-Cap B Fund (EBSMX) performance details as of May 30, 2016

 

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Compare Eaton Vance Small-Cap B Fund (EBSMX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eaton Vance Small-Cap B4.80-5.478.046.03
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Eaton Vance Small-Cap B Fund (EBSMX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Eaton Vance Small-Cap B Fund (EBSMX) Net Asset TrackingEaton Vance Small-Cap B (EBSMX) Fund Net Asset

Track net asset change of Eaton Vance Small-Cap B fund (EBSMX)

DateNet Asset
05/2016$78.57M
03/2016$88.76M
02/2016$82.73M
More historic net asset information on Eaton Vance Small-Cap B Fund (EBSMX)

  

Graph of Eaton Vance Small-Cap B Fund (EBSMX) Portfolio TrackingEaton Vance Small-Cap B (EBSMX) Fund Portfolio Allocation

Track portfolio allocation change of Eaton Vance Small-Cap B fund (EBSMX)

DateCashStockBondOther
03/20161.95%98.05%0%0%
12/20152.47%97.53%0%0%
09/20154.32%95.68%0%0%
Click here to see more historic asset allocation information on Eaton Vance Small-Cap B Fund (EBSMX)

 

graph of Eaton Vance Small-Cap B Fund (EBSMX) Top 10 Position TrackingTop 10 Holdings in Eaton Vance Small-Cap B (EBSMX) Fund

Discover what Eaton Vance Small-Cap B Fund (EBSMX) manager is buying

Mar 30, 2016
Vista Outdoor Inc. Common Stock [2.91%]
RBC Bearings Incorporated [2.81%]
CubeSmart Common Shares [2.75%]
West Pharmaceutical Services, I [2.72%]
FEI Company [2.65%]
Integra LifeSciences Holdings C [2.64%]
Pinnacle Foods, Inc. Common Sto [2.48%]
ServiceMaster Global Holdings, [2.44%]
Euronet Worldwide, Inc. [2.38%]
ICU Medical, Inc. [2.36%]

Dec 30, 2015
Euronet Worldwide, Inc. [2.76%]
ServiceMaster Global Holdings, [2.66%]
Integra LifeSciences Holdings C [2.63%]
Church & Dwight Company, Inc. C [2.58%]
FEI Company [2.54%]
CubeSmart Common Shares [2.5%]
Vista Outdoor Inc. Common Stock [2.47%]
RBC Bearings Incorporated [2.45%]
Balchem Corporation [2.44%]
Sprouts Farmers Market, Inc. [2.35%]

Sep 29, 2015
Euronet Worldwide, Inc. [2.75%]
Balchem Corporation [2.58%]
ICU Medical, Inc. [2.41%]
Compass Minerals Intl Inc Commo [2.38%]
Cytec Industries Inc [2.31%]
ServiceMaster Global Holdings, [2.29%]
Church & Dwight Company, Inc. C [2.26%]
Mentor Graphics Corporation [2.25%]
Tempur Sealy International, Inc [2.25%]
West Pharmaceutical Services, I [2.06%]
Click here for Stock Holding Change Map in Eaton Vance Small-Cap B Fund (EBSMX)

  

Latest News on Eaton Vance Small-Cap B (EBSMX) Fund

See what is happening with Eaton Vance Small-Cap B Fund (EBSMX)

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Eaton Vance Small-Cap B Fund (EBSMX) Related ResourcesSee more information on Eaton Vance Small-Cap B (EBSMX) Fund

Popular pages on Eaton Vance Small-Cap B (EBSMX) Fund

  

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