Mutual Fund Insights: Eaton Vance Small-Cap C Fund (ECSMX)

In-depth Analysis of Eaton Vance Small-Cap C Fund (ECSMX)

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See Eaton Vance Small-Cap C Fund (ECSMX) performance details as of January 31, 2010

  

Last Trade: $11.59 on 3/19/2010, Change: -0.15 (-1.28%)

Experiment our closing price forecasting tool for Eaton Vance Small-Cap C Fund (ECSMX) (alpha release)

  

Fund Manager - Nancy Tooke

Fund Manager Tenure: 4.1 years
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

Tooke is a vice president of Eaton Vance Management and a portfolio manager for the Small Cap Core Equity products. Prior to joining Eaton Vance in 2006, Nancy was the chief investment officer at ForstmannLeff Associates. Tooke founded the current strategies and built the team up at Wertheim Asset Management. In 1985 she founded New England Equity Research, and sold it to Tucker Anthony in 1988. Tooke holds the Chartered Financial Analyst designation.  Get more insights on Nancy Tooke

  

 What we like about Eaton Vance Small-Cap C Fund (ECSMX)

Data for Eaton Vance Small-Cap C Fund (ECSMX) as of January 31, 2010

• Eaton Vance Small-Cap C Fund (ECSMX) management has been with Eaton Vance Small-Cap C Fund for 4.1 years
• Eaton Vance Small-Cap C Fund (ECSMX) has good short-term performance (1-year return 43.33% vs 39.62% Small Growth category average)
• Eaton Vance Small-Cap C Fund (ECSMX) has good mid-term performance (3-year return -2.08% vs -6.96% Small Growth category average)
• Eaton Vance Small-Cap C Fund (ECSMX) has good Long-term performance (5-year return 3.85% vs 0.25% Small Growth category average)
• Eaton Vance Small-Cap C Fund (ECSMX) ratio of up-years vs down years is greater than 2
• Eaton Vance Small-Cap C Fund (ECSMX) has a Morningstar rating of 4 and above
• Eaton Vance Small-Cap C Fund (ECSMX) has an annual stock turnover rate of 94.00% vs Small Growth average of 131.92%. It is good that Eaton Vance Small-Cap C management does not trade extensively for its return.
• Eaton Vance Small-Cap C Fund (ECSMX) is less volatile than its peers as it has a 3-year Standard Deviation of 24.61, lower than category average of 24.84

  

 What we are cautious about Eaton Vance Small-Cap C Fund (ECSMX)

Data for Eaton Vance Small-Cap C Fund (ECSMX) as of January 31, 2010

• Eaton Vance Small-Cap C Fund (ECSMX) has a higher management fee of 2.26% than its Small Growth average of 1.60%
• Eaton Vance Small-Cap C Fund (ECSMX) carries a 1% load

See Eaton Vance Small-Cap C Fund (ECSMX) performance details as of January 31, 2010

  

  

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Eaton Vance Small-Cap C Fund (ECSMX) Net Asset

Track net asset change of Eaton Vance Small-Cap C fund (ECSMX)

Date	Net Asset
01/2010	$14.55M
11/2009	$17.02M
10/2009	$16.16M

More historic net asset information on Eaton Vance Small-Cap C Fund (ECSMX)

  

Eaton Vance Small-Cap C Fund (ECSMX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance Small-Cap C fund (ECSMX)

Date	Cash	Stock	Bond	Other
09/2009	3.74%	96.26%	0%	0%
06/2009	6.11%	93.89%	0%	0%
03/2009	3.79%	100.83%	0%	0%

Click here to see more historic asset allocation information on Eaton Vance Small-Cap C Fund (ECSMX)

  

Most Recent Top 10 Holdings in Eaton Vance Small-Cap C Fund (ECSMX)

Discover what Eaton Vance Small-Cap C Fund (ECSMX) manager is buying

30-Sep-09 KANSAS CITY SOUTHERN [2.06%] Stratasys, Inc. [1.99%] IAMGOLD CORPORATION [1.96%] Euronet Worldwide, Inc. [1.89%] WALTER ENERGY, INC [1.89%] LAZARD LTD. [1.84%] HANESBRANDS INC. [1.84%] MEAD JOHNSON NUTRITI [1.81%] AFFILIATED MGRS GRP [1.81%] ARCH COAL INC [1.78%]

30-Jun-09 Euronet Worldwide, Inc. [2.48%] NATCO GROUP INC [2.27%] Brocade Communications Systems, [2.13%] AFFILIATED MGRS GRP [1.93%] ON Semiconductor Corporation [1.84%] [1.79%] PETROHAWK ENERGY CP [1.78%] WALTER ENERGY, INC [1.73%] ADVANCE AUTO PARTS [1.68%] IAMGOLD CORPORATION [1.67%]

31-Mar-09 Euronet Worldwide, Inc. [2.33%] ADVANCE AUTO PARTS [2.32%] CYPRESS SEMICONDUCTR [2.19%] LKQ Corporation [2.15%] SYBASE INC [2.02%] FIDELITY NATL FIN [2%] PETROHAWK ENERGY CP [1.99%] VCA Antech, Inc. [1.97%] Synopsys, Inc. [1.89%] FTI CONSULTING INC [1.84%]

Click here for Stock Holding Change Map in Eaton Vance Small-Cap C Fund (ECSMX)

  

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See more information on Eaton Vance Small-Cap C Fund (ECSMX)

• Eaton Vance Small-Cap C Fund Insights
• Eaton Vance Small-Cap C Fund Performance Data
• Eaton Vance Small-Cap C Fund News
• Eaton Vance Small-Cap C Fund Score Explaination
• Eaton Vance Small-Cap C Fund Manager Information
• Historic Eaton Vance Small-Cap C Fund Asset Allocation Report
• Historic Eaton Vance Small-Cap C Fund Top 10 Holding Tracking
• Historic Eaton Vance Small-Cap C Fund Asset Under Management Tracking