Fund Mojo help you discover the best fund managers, funds, and related information
Fund Intelligence | Best Managers | ECASX Insights | ECASX Score | ECASX Performance | ECASX News | ECASX Allocation | ECASX Holdings Change
Fund Intelligence | Best Managers | ECASX Insights | ECASX Score | ECASX Performance | ECASX News | ECASX Allocation | ECASX Holdings Change
Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund Ranking and Research
Ranking, Research and Recommendation of Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund
-
Last Trade: $ on , Change: (0%)
Fund Manager - W. Matthew Hereford
Fund Manager Information
Fund Manager Tenure: 13.5 yearsFund Family: Eaton Vance
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82) (What does this score mean?)
Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) Profile
Fund Profile and Description
Eaton Vance Atlanta Capital SMID-Cap C Fund seeks long-term capital growth. Eaton Vance Atlanta Capital SMID-Cap C Fund normally invests in common stocks of companies having market capitalizations within the range of companies comprising the Russell 2500 Index (âRussell 2500â). Under normal circumstances, it invests at least 80% of its net assets in small to mid-cap stocks. The portfolio securities of the fund are selected by a portfolio management team.
What we like about Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund
Data for Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) as of May 30, 2016
- Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) management has been with Eaton Vance Atlanta Capital SMID-Cap C Fund for 13.5 years
- Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) has good short-term performance (1-year return 9.26% vs -5.73% Mid-Cap Growth category median performance)
- Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) has good mid-term performance (3-year return 12.35% vs 8.38% Mid-Cap Growth category median performance)
- Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) has good Long-term performance (5-year return 11.82% vs 7.70% Mid-Cap Growth category median performance)
- Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) ratio of up-years vs down years is greater than 2
- Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) has a Morningstar rating of 4 and above
- Asset base in Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) has an annual stock turnover rate of 17.00% vs Mid-Cap Growth average of 50.96%. It is good that Eaton Vance Atlanta Capital SMID-Cap C management does not trade extensively for its return.
- Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.03, lower than category average of 13.49
What we are cautious about Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund
Data for Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) as of May 30, 2016
- Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) has a higher expense ratio of 1.97% than its Mid-Cap Growth average of 1.28%
- Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) carries a 1% load
What do you think?
Compare with other top Mid-Cap Growth category mutual funds
Aadditional top Mid-Cap Growth mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
Eaton Vance Atlanta Capital SMID-Cap C | 7.04 | 9.26 | 12.35 | 11.82 | |
Akre Focus Instl (AKRIX) | 3.59 | 1.80 | 11.15 | 15.02 | Compare |
Baron Asset Instl (BARIX) | 1.54 | -1.98 | 10.28 | 10.08 | Compare |
Bright Rock Mid Cap Growth Instl (BQMGX) | 8.53 | 4.53 | 9.87 | 5.79 | Compare |
See top fund managers for Mid-Cap Growth Category Funds
Compare with Mid-Cap Growth category ETFs
Some Mid-Cap Growth ETFs for your consideration
ETF | Year to Date | One Year | Three Year | Guggenheim S&P MidCap 400 Pure Gr ETF (RFG) | 0 | 0 | 0 | PowerShares Russell Midcap Pure Gr ETF (PXMG) | -0.83% | -6.85% | 5.24% | RevenueShares NavellierOverall A-100 ETF (RWV) | 1.16% | -5.74% | 7.25% | iShares Morningstar Mid-Cap Growth (JKH) | 1.51% | -5.25% | 9.06% | Vanguard Mid-Cap Growth ETF (VOT) | 3.05% | -4.02% | 9.94% |
---|
Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund Net Asset
Track net asset change of Eaton Vance Atlanta Capital SMID-Cap C fund (ECASX)
Date | Net Asset |
05/2016 | $7.48B |
03/2016 | $6.96B |
02/2016 | $6.41B |
Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund Portfolio Allocation
Track portfolio allocation change of Eaton Vance Atlanta Capital SMID-Cap C fund (ECASX)
Date | Cash | Stock | Bond | Other |
03/2016 | 6.18% | 93.82% | 0% | 0% |
01/2016 | 2.9% | 97.1% | 0% | 0% |
12/2015 | 5.61% | 94.39% | 0% | 0% |
Top 10 Holdings in Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund
Discover what Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX) manager is buying
Click here for Stock Holding Change Map in Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX)
Latest News on Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund
See what is happening with Eaton Vance Atlanta Capital SMID-Cap C Fund (ECASX)
No recent news |
See more information on Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund
Popular pages on Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund
- Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund Research and Recommendation
- Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund Performance Data
- Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund Manager Information
- Historic Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund Asset Allocation Report
- Historic Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund Top 10 Holding Tracking
- Historic Eaton Vance Atlanta Capital SMID-Cap C (ECASX) Fund Asset Under Management Tracking