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Eaton Vance Global Small-Cap C (ECVSX) Fund Ranking and Research

Ranking, Research and Recommendation of Eaton Vance Global Small-Cap C (ECVSX) Fund

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

 

Graph of Eaton Vance Global Small-Cap C Fund (ECVSX) ManagerFund Manager - Aidan M. Farrell

Fund Manager Information

Fund Manager Tenure: 3.3 years
Fund Family: Eaton Vance
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)

 

Graph of Eaton Vance Global Small-Cap C Fund (ECVSX) ProfileEaton Vance Global Small-Cap C Fund (ECVSX) Profile

Fund Profile and Description

Eaton Vance Global Small-Cap C Fund objective is to seek long-term total return. Eaton Vance Global Small-Cap C Fund invests in a diversified portfolio of value stocks of small-cap companies. The management generally considers small-cap companies to be those companies with market capitalizations comparable to those of companies included in the S&P SmallCap 600 Index. Eaton Vance Global Small-Cap C Fund normally invests at least 80% of net assets in equity securities of small-cap companies and invests up to 25% of the total assets in foreign securities.

 

Eaton Vance Global Small-Cap C (ECVSX) Fund Strength What we like about Eaton Vance Global Small-Cap C (ECVSX) Fund

Data for Eaton Vance Global Small-Cap C Fund (ECVSX) as of May 30, 2016

  • Eaton Vance Global Small-Cap C Fund (ECVSX) management has been with Eaton Vance Global Small-Cap C Fund for 3.3 years
  • Eaton Vance Global Small-Cap C Fund (ECVSX) ratio of up-years vs down years is greater than 2

Eaton Vance Global Small-Cap C Fund (ECVSX) Weakness What we are cautious about Eaton Vance Global Small-Cap C (ECVSX) Fund

Data for Eaton Vance Global Small-Cap C Fund (ECVSX) as of May 30, 2016

  • Eaton Vance Global Small-Cap C Fund (ECVSX) has a less-than-ideal short-term performance (1-year return -6.07% vs -5.49% World Stock category median performance)
  • Eaton Vance Global Small-Cap C Fund (ECVSX) has a less-than-ideal mid-term performance (3-year return 2.71% vs 5.54% World Stock category median performance)
  • Eaton Vance Global Small-Cap C Fund (ECVSX) has a less-than-ideal Long-term performance (5-year return 4.43% vs 5.54% World Stock category median performance)
  • Eaton Vance Global Small-Cap C Fund (ECVSX) has a Morningstar rating of 3 and below
  • Eaton Vance Global Small-Cap C Fund (ECVSX) has an annual stock turnover rate of 150.00% that is higher than the World Stock average of 47.65%. This could mean Eaton Vance Global Small-Cap C is more nimble, but also signal potential high tax impact and high trading fees
  • Eaton Vance Global Small-Cap C Fund (ECVSX) does not have a good risk adjusted return as its 3-year Alpha of 2.69 is worse than category average of 5.14, and its 3-year Sharpe ratio is 0.27
  • Eaton Vance Global Small-Cap C Fund (ECVSX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.34 that is higher than category average of 12.23
  • Eaton Vance Global Small-Cap C Fund (ECVSX) has a higher expense ratio of 2.20% than its World Stock average of 1.28%
  • Eaton Vance Global Small-Cap C Fund (ECVSX) carries a 1% load
See Eaton Vance Global Small-Cap C Fund (ECVSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Eaton Vance Global Small-Cap C Fund (ECVSX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eaton Vance Global Small-Cap C1.90-6.072.714.43
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare Eaton Vance Global Small-Cap C Fund (ECVSX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of Eaton Vance Global Small-Cap C Fund (ECVSX) Net Asset TrackingEaton Vance Global Small-Cap C (ECVSX) Fund Net Asset

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

DateNet Asset
05/2016$20.90M
03/2016$23.42M
02/2016$22.02M
More historic net asset information on Eaton Vance Global Small-Cap C Fund (ECVSX)

  

Graph of Eaton Vance Global Small-Cap C Fund (ECVSX) Portfolio TrackingEaton Vance Global Small-Cap C (ECVSX) Fund Portfolio Allocation

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

DateCashStockBondOther
04/20160.69%94.89%0%4.42%
01/20160.48%97.28%0%2.24%
12/20150.22%98.99%0%0.79%
Click here to see more historic asset allocation information on Eaton Vance Global Small-Cap C Fund (ECVSX)

 

graph of Eaton Vance Global Small-Cap C Fund (ECVSX) Top 10 Position TrackingTop 10 Holdings in Eaton Vance Global Small-Cap C (ECVSX) Fund

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

Apr 29, 2016
Balchem Corporation [1.62%]
Cypress Semiconductor Corporati [1.38%]
Team, Inc. Common Stock [1.37%]
Integra LifeSciences Holdings C [1.36%]
Hexcel Corporation Common Stock [1.31%]
Diamondback Energy, Inc. [1.28%]
Armstrong World Industries Inc [1.25%]
Cirrus Logic, Inc. [1.23%]
Interface, Inc. [1.23%]
Amsurg Corp. [1.22%]

Jan 30, 2016
Vantiv, Inc. Class A Common Sto [1.74%]
Vista Outdoor Inc. Common Stock [1.66%]
Cirrus Logic, Inc. [1.59%]
Balchem Corporation [1.52%]
Teleflex Incorporated Common St [1.48%]
Amsurg Corp. [1.46%]
Integra LifeSciences Holdings C [1.39%]
Compass Minerals Intl Inc Commo [1.37%]
Hill-Rom Holdings Inc Common St [1.32%]
Federated National Holding Comp [1.31%]

Dec 30, 2015
Vantiv, Inc. Class A Common Sto [1.59%]
Balchem Corporation [1.48%]
Federated National Holding Comp [1.41%]
Vista Outdoor Inc. Common Stock [1.39%]
Diamondback Energy, Inc. [1.38%]
Cypress Semiconductor Corporati [1.38%]
Integra LifeSciences Holdings C [1.38%]
Amsurg Corp. [1.37%]
Teleflex Incorporated Common St [1.3%]
Brunswick Corporation Common St [1.3%]
Click here for Stock Holding Change Map in Eaton Vance Global Small-Cap C Fund (ECVSX)

  

Latest News on Eaton Vance Global Small-Cap C (ECVSX) Fund

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Eaton Vance Global Small-Cap C Fund (ECVSX) Related ResourcesSee more information on Eaton Vance Global Small-Cap C (ECVSX) Fund

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