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Eaton Vance Special Equities C (ECSEX) Fund Ranking and Research

Ranking, Research and Recommendation of Eaton Vance Special Equities C (ECSEX) Fund

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Graph of Eaton Vance Special Equities C Fund (ECSEX) ManagerFund Manager - Michael D. McLean

Fund Manager Information

Fund Manager Tenure: 4.7 years
Fund Family: Eaton Vance
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of Eaton Vance Special Equities C Fund (ECSEX) ProfileEaton Vance Special Equities C Fund (ECSEX) Profile

Fund Profile and Description

Eaton Vance Special Equities C Fund objective is to provide growth of capital. Eaton Vance Special Equities C Fund invests primarily in common stocks of emerging growth companies. Many emerging growth companies acquired by the fund have market capitalizations comparable to those of companies included in the S&P SmallCap 600 Index. It may also invest in larger or smaller companies that the investment adviser believes have emerging growth characteristics. Eaton Vance Special Equities C Fund normally invests at least 80% of net assets in equity securities.

 

Eaton Vance Special Equities C (ECSEX) Fund Strength What we like about Eaton Vance Special Equities C (ECSEX) Fund

Data for Eaton Vance Special Equities C Fund (ECSEX) as of May 30, 2016

  • Eaton Vance Special Equities C Fund (ECSEX) management has been with Eaton Vance Special Equities C Fund for 4.7 years
  • Eaton Vance Special Equities C Fund (ECSEX) ratio of up-years vs down years is greater than 2
  • Eaton Vance Special Equities C Fund (ECSEX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.38, lower than category average of 13.49

Eaton Vance Special Equities C Fund (ECSEX) Weakness What we are cautious about Eaton Vance Special Equities C (ECSEX) Fund

Data for Eaton Vance Special Equities C Fund (ECSEX) as of May 30, 2016

  • Eaton Vance Special Equities C Fund (ECSEX) has a less-than-ideal short-term performance (1-year return -6.51% vs -5.73% Mid-Cap Growth category median performance)
  • Eaton Vance Special Equities C Fund (ECSEX) has a less-than-ideal mid-term performance (3-year return 6.50% vs 8.38% Mid-Cap Growth category median performance)
  • Eaton Vance Special Equities C Fund (ECSEX) has a less-than-ideal Long-term performance (5-year return 4.84% vs 7.70% Mid-Cap Growth category median performance)
  • Eaton Vance Special Equities C Fund (ECSEX) has a Morningstar rating of 3 and below
  • Eaton Vance Special Equities C Fund (ECSEX) has an annual stock turnover rate of 83.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Eaton Vance Special Equities C is more nimble, but also signal potential high tax impact and high trading fees
  • Eaton Vance Special Equities C Fund (ECSEX) has a higher expense ratio of 2.06% than its Mid-Cap Growth average of 1.28%
  • Eaton Vance Special Equities C Fund (ECSEX) carries a 1% load
See Eaton Vance Special Equities C Fund (ECSEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Eaton Vance Special Equities C Fund (ECSEX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eaton Vance Special Equities C4.01-6.516.504.84
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Eaton Vance Special Equities C Fund (ECSEX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
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%

 

Graph of Eaton Vance Special Equities C Fund (ECSEX) Net Asset TrackingEaton Vance Special Equities C (ECSEX) Fund Net Asset

Track net asset change of Eaton Vance Special Equities C fund (ECSEX)

DateNet Asset
05/2016$39.00M
03/2016$43.12M
02/2016$40.41M
More historic net asset information on Eaton Vance Special Equities C Fund (ECSEX)

  

Graph of Eaton Vance Special Equities C Fund (ECSEX) Portfolio TrackingEaton Vance Special Equities C (ECSEX) Fund Portfolio Allocation

Track portfolio allocation change of Eaton Vance Special Equities C fund (ECSEX)

DateCashStockBondOther
03/20161.59%98.41%0%0%
12/20151.84%98.16%0%0%
09/20154.39%95.61%0%0%
Click here to see more historic asset allocation information on Eaton Vance Special Equities C Fund (ECSEX)

 

graph of Eaton Vance Special Equities C Fund (ECSEX) Top 10 Position TrackingTop 10 Holdings in Eaton Vance Special Equities C (ECSEX) Fund

Discover what Eaton Vance Special Equities C Fund (ECSEX) manager is buying

Mar 30, 2016
Pinnacle Foods, Inc. Common Sto [2.88%]
Vista Outdoor Inc. Common Stock [2.79%]
Balchem Corporation [2.53%]
ServiceMaster Global Holdings, [2.5%]
Euronet Worldwide, Inc. [2.38%]
RBC Bearings Incorporated [2.38%]
Mentor Graphics Corporation [2.18%]
Integra LifeSciences Holdings C [2.14%]
CubeSmart Common Shares [2.1%]
FEI Company [2.04%]

Dec 30, 2015
ServiceMaster Global Holdings, [2.62%]
Pinnacle Foods, Inc. Common Sto [2.59%]
Lazard LTD. Lazard, LTD. Class [2.49%]
RBC Bearings Incorporated [2.49%]
FEI Company [2.47%]
Vista Outdoor Inc. Common Stock [2.41%]
Church & Dwight Company, Inc. C [2.37%]
Euronet Worldwide, Inc. [2.35%]
CubeSmart Common Shares [2.31%]
Balchem Corporation [2.28%]

Sep 29, 2015
Cytec Industries Inc [2.62%]
Euronet Worldwide, Inc. [2.3%]
Mentor Graphics Corporation [2.26%]
Tempur Sealy International, Inc [2.25%]
HCC Insurance Holdings Inc [2.25%]
Church & Dwight Company, Inc. C [2.24%]
Compass Minerals Intl Inc Commo [2.06%]
Pinnacle Foods, Inc. Common Sto [2.05%]
First American Corporation (New [2.02%]
ICU Medical, Inc. [1.97%]
Click here for Stock Holding Change Map in Eaton Vance Special Equities C Fund (ECSEX)

  

Latest News on Eaton Vance Special Equities C (ECSEX) Fund

See what is happening with Eaton Vance Special Equities C Fund (ECSEX)

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Eaton Vance Special Equities C Fund (ECSEX) Related ResourcesSee more information on Eaton Vance Special Equities C (ECSEX) Fund

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