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Mutual Fund Insights: Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX)

In-depth Analysis of Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX)

Mutual fund chart: Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX)

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See Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) performance details as of February 28, 2010

  

    Last Trade: $12.98 on 3/19/2010, Change: -0.10 (-0.76%)
Experiment our closing price forecasting tool for Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) (alpha release)

  

Fund Manager - William O. Bell

Fund Manager Tenure: 4.1 years
Fundmojo Fund Grade: A+ (Score: 0.84)     (What does this score mean?)
William O. Bell is vice president and portfolio manager of Atlanta Capital. William O. Bell have been employed by Atlanta Capital for more than five years. Previously, William O. Bell worked as office of two registered investment companies managed by Eaton Vance or BMR.  Get more insights on William O. Bell

  

What we like about Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) What we like about Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX)

Data for Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) as of February 28, 2010

  • Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) management has been with Eaton Vance Atlanta Capital SMID-Cap I Fund for 4.1 years
  • Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) has good mid-term performance (3-year return 2.88% vs -4.00 % Mid-Cap Growth category average)
  • Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) has good Long-term performance (5-year return 6.26% vs 2.06 % Mid-Cap Growth category average)
  • Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) ratio of up-years vs down years is greater than 2
  • Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) has a Morningstar rating of 4 and above
  • Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) has an annual stock turnover rate of 33.00% vs Mid-Cap Growth average of 140.76%. It is good that Eaton Vance Atlanta Capital SMID-Cap I management does not trade extensively for its return.
  • Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.82, lower than category average of 23.95
  • Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) has a lower management fee than its Mid-Cap Growth average: 0.95% vs 1.47%
  • Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) What we are cautious about Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX)

Data for Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) as of February 28, 2010

  • Eaton Vance Atlanta Capital SMID-Cap I Fund is a focused fund with 32.10% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) has a less-than-ideal short-term performance (1-year return 57.40% vs 58.17 % Mid-Cap Growth category average)
See Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) performance details as of February 28, 2010

  

  

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Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) Net Asset

Track net asset change of Eaton Vance Atlanta Capital SMID-Cap I fund (EISMX)

DateNet Asset
02/2010$303.25M
01/2010$122.45M
11/2009$99.96M
More historic net asset information on Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX)

  

Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance Atlanta Capital SMID-Cap I fund (EISMX)

DateCashStockBondOther
09/20092.73%97.27%0%0%
06/20090%100%0%0%
03/20090%100%0%0%
Click here to see more historic asset allocation information on Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX)

  

Most Recent Top 10 Holdings in Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX)

Discover what Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX) manager is buying

30-Sep-09
AFFILIATED MGRS GRP [4.54%]
MARKEL CP HLDG CO [4.52%]
Forest City Enterprises, Inc. A [3.56%]
Morningstar, Inc. [3.34%]
Blackbaud, Inc. [3.14%]
SEI Investments Company [2.96%]
DENTSPLY International Inc. [2.72%]
KIRBY CORPORATION [2.44%]
Henry Schein, Inc. [2.43%]

30-Jun-09
MARKEL CP HLDG CO [4.87%]
AFFILIATED MGRS GRP [4.82%]
SEI Investments Company [3.68%]
Morningstar, Inc. [3.37%]
DENTSPLY International Inc. [2.79%]
Henry Schein, Inc. [2.63%]
Blackbaud, Inc. [2.61%]
KIRBY CORPORATION [2.56%]
Sonic Corp. [2.53%]

31-Mar-09
AFFILIATED MGRS GRP [4.73%]
MARKEL CP HLDG CO [4.59%]
SEI Investments Company [3.53%]
Sonic Corp. [3.05%]
Morningstar, Inc. [3.03%]
Henry Schein, Inc. [2.8%]
DENTSPLY International Inc. [2.74%]
Copart, Inc. [2.67%]


Click here for Stock Holding Change Map in Eaton Vance Atlanta Capital SMID-Cap I Fund (EISMX)

  

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