Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | ECMGX Insights | ECMGX Score | ECMGX Performance | ECMGX News | ECMGX Allocation | ECMGX Holdings Change

Eaton Vance Tx-Mgd Small-Cap C (ECMGX) Fund Ranking and Research

Ranking, Research and Recommendation of Eaton Vance Tx-Mgd Small-Cap C (ECMGX) Fund

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

 

Graph of Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) 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: B (Score: 0.65)     (What does this score mean?)

 

Graph of Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) ProfileEaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) Profile

Fund Profile and Description

Eaton Vance Tx-Mgd Small-Cap C Fund seeks to achieve long-term, after-tax returns. Eaton Vance Tx-Mgd Small-Cap C Fund invests primarily 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 S&P SmallCap 600 Index. Eaton Vance Tx-Mgd Small-Cap C Fund normally invests at least 80% of net assets in equity securities of small-cap companies. It may invest up to 25% of its total assets in foreign securities.

 

Eaton Vance Tx-Mgd Small-Cap C (ECMGX) Fund Strength What we like about Eaton Vance Tx-Mgd Small-Cap C (ECMGX) Fund

Data for Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) as of May 30, 2016

  • Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) management has been with Eaton Vance Tx-Mgd Small-Cap C Fund for 4.9 years
  • Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) has good short-term performance (1-year return -5.29% vs -7.74% Small Growth category median performance)
  • Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) has good mid-term performance (3-year return 7.77% vs 6.86% Small Growth category median performance)
  • Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) ratio of up-years vs down years is greater than 2
  • Asset base in Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.6, lower than category average of 15.82

Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) Weakness What we are cautious about Eaton Vance Tx-Mgd Small-Cap C (ECMGX) Fund

Data for Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) as of May 30, 2016

  • Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) has a less-than-ideal Long-term performance (5-year return 5.97% vs 7.01% Small Growth category median performance)
  • Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) has a Morningstar rating of 3 and below
  • Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) has an annual stock turnover rate of 73.00% that is higher than the Small Growth average of 63.11%. This could mean Eaton Vance Tx-Mgd Small-Cap C is more nimble, but also signal potential high tax impact and high trading fees
  • Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) has a higher expense ratio of 1.94% than its Small Growth average of 1.31%
  • Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) carries a 1% load
See Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) performance details as of May 30, 2016

 

What do you think?

 

Compare Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX)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 Tx-Mgd Small-Cap C4.78-5.297.775.97
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 Tx-Mgd Small-Cap C Fund (ECMGX)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 Tx-Mgd Small-Cap C Fund (ECMGX) Net Asset TrackingEaton Vance Tx-Mgd Small-Cap C (ECMGX) Fund Net Asset

Track net asset change of Eaton Vance Tx-Mgd Small-Cap C fund (ECMGX)

DateNet Asset
05/2016$103.05M
03/2016$100.90M
02/2016$94.78M
More historic net asset information on Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX)

  

Graph of Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) Portfolio TrackingEaton Vance Tx-Mgd Small-Cap C (ECMGX) Fund Portfolio Allocation

Track portfolio allocation change of Eaton Vance Tx-Mgd Small-Cap C fund (ECMGX)

DateCashStockBondOther
03/20161.45%98.55%0%0%
12/20151.36%98.64%0%0%
09/20154.06%95.94%0%0%
Click here to see more historic asset allocation information on Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX)

 

graph of Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) Top 10 Position TrackingTop 10 Holdings in Eaton Vance Tx-Mgd Small-Cap C (ECMGX) Fund

Discover what Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) manager is buying

Mar 30, 2016
Vista Outdoor Inc. Common Stock [2.87%]
RBC Bearings Incorporated [2.83%]
CubeSmart Common Shares [2.78%]
West Pharmaceutical Services, I [2.72%]
FEI Company [2.68%]
Integra LifeSciences Holdings C [2.65%]
Pinnacle Foods, Inc. Common Sto [2.48%]
ServiceMaster Global Holdings, [2.47%]
Euronet Worldwide, Inc. [2.4%]
ICU Medical, Inc. [2.38%]

Dec 30, 2015
ServiceMaster Global Holdings, [2.83%]
Euronet Worldwide, Inc. [2.77%]
CubeSmart Common Shares [2.67%]
Balchem Corporation [2.63%]
Pinnacle Foods, Inc. Common Sto [2.56%]
FEI Company [2.49%]
Integra LifeSciences Holdings C [2.48%]
RBC Bearings Incorporated [2.46%]
Lazard LTD. Lazard, LTD. Class [2.46%]
Vista Outdoor Inc. Common Stock [2.43%]

Sep 29, 2015
Cytec Industries Inc [2.77%]
Euronet Worldwide, Inc. [2.71%]
Balchem Corporation [2.56%]
Quanta Services, Inc. Common St [2.52%]
MGIC Investment Corporation Com [2.47%]
Compass Minerals Intl Inc Commo [2.32%]
Interface, Inc. [2.3%]
ICU Medical, Inc. [2.3%]
CubeSmart Common Shares [2.26%]
Mentor Graphics Corporation [2.21%]
Click here for Stock Holding Change Map in Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX)

  

Latest News on Eaton Vance Tx-Mgd Small-Cap C (ECMGX) Fund

See what is happening with Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX)

    No recent news

 

Eaton Vance Tx-Mgd Small-Cap C Fund (ECMGX) Related ResourcesSee more information on Eaton Vance Tx-Mgd Small-Cap C (ECMGX) Fund

Popular pages on Eaton Vance Tx-Mgd Small-Cap C (ECMGX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update