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Eaton Vance Atlanta Capital SMID-Cap R (ERSMX) Fund Ranking and Research

Ranking, Research and Recommendation of Eaton Vance Atlanta Capital SMID-Cap R (ERSMX) Fund

    Last Trade: $28.09 on 9/22/2017, Change: +0.17 (0.61%)

 

Graph of Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) ManagerFund Manager - W. Matthew Hereford

Fund Manager Information

Fund Manager Tenure: 12.9 years
Fund Family: Eaton Vance
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.89)     (What does this score mean?)

 

Graph of Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) ProfileEaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) Profile

Fund Profile and Description

Eaton Vance Atlanta Capital SMID-Cap R Fund seeks long-term capital growth. Eaton Vance Atlanta Capital SMID-Cap R Fund normally invests in common stocks of companies having market capitalizations within the range of companies comprising the Russell 2500 Index (“Russell 2500”). Under normal circumstances, it invests at least 80% of its net assets in small to mid-cap stocks. The portfolio securities of the fund are selected by a portfolio management team.

 

Eaton Vance Atlanta Capital SMID-Cap R (ERSMX) Fund Strength What we like about Eaton Vance Atlanta Capital SMID-Cap R (ERSMX) Fund

Data for Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) as of May 30, 2016

  • Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) management has been with Eaton Vance Atlanta Capital SMID-Cap R Fund for 12.9 years
  • Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) has good short-term performance (1-year return 9.82% vs -5.73% Mid-Cap Growth category median performance)
  • Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) has good mid-term performance (3-year return 12.92% vs 8.38% Mid-Cap Growth category median performance)
  • Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) has good Long-term performance (5-year return 12.39% vs 7.70% Mid-Cap Growth category median performance)
  • Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) ratio of up-years vs down years is greater than 2
  • Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) has a Morningstar rating of 4 and above
  • Asset base in Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) has an annual stock turnover rate of 17.00% vs Mid-Cap Growth average of 50.96%. It is good that Eaton Vance Atlanta Capital SMID-Cap R management does not trade extensively for its return.
  • Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.04, lower than category average of 13.49

Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) Weakness What we are cautious about Eaton Vance Atlanta Capital SMID-Cap R (ERSMX) Fund

Data for Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) as of May 30, 2016

  • Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) has a higher expense ratio of 1.47% than its Mid-Cap Growth average of 1.28%
  • Even though Eaton Vance Atlanta Capital SMID-Cap R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) performance details as of May 30, 2016

 

What do you think?

 

Compare Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX)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 Atlanta Capital SMID-Cap R7.279.8212.9212.39
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 Atlanta Capital SMID-Cap R Fund (ERSMX)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 Atlanta Capital SMID-Cap R Fund (ERSMX) Net Asset TrackingEaton Vance Atlanta Capital SMID-Cap R (ERSMX) Fund Net Asset

Track net asset change of Eaton Vance Atlanta Capital SMID-Cap R fund (ERSMX)

DateNet Asset
05/2016$7.48B
03/2016$6.96B
02/2016$6.41B
More historic net asset information on Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX)

  

Graph of Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) Portfolio TrackingEaton Vance Atlanta Capital SMID-Cap R (ERSMX) Fund Portfolio Allocation

Track portfolio allocation change of Eaton Vance Atlanta Capital SMID-Cap R fund (ERSMX)

DateCashStockBondOther
03/20166.18%93.82%0%0%
01/20162.9%97.1%0%0%
12/20155.61%94.39%0%0%
Click here to see more historic asset allocation information on Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX)

 

graph of Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) Top 10 Position TrackingTop 10 Holdings in Eaton Vance Atlanta Capital SMID-Cap R (ERSMX) Fund

Discover what Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) manager is buying

Mar 30, 2016
Markel Corporation Common Stock [4.44%]
ANSYS, Inc. [3.71%]
Sally Beauty Holdings, Inc. (Na [3.54%]
DENTSPLY SIRONA Inc. [3.48%]
SEI Investments Company [3.38%]
Teleflex Incorporated Common St [3.05%]
Fair Isaac Corproation Common S [3.04%]
Equifax, Inc. Common Stock [2.96%]
Affiliated Managers Group, Inc. [2.81%]
Carlisle Companies Incorporated [2.66%]

Jan 30, 2016
Markel Corporation Common Stock [4.69%]
ANSYS, Inc. [4.1%]
DENTSPLY SIRONA Inc. [3.72%]
Sally Beauty Holdings, Inc. (Na [3.38%]
Equifax, Inc. Common Stock [3.07%]
Fair Isaac Corproation Common S [3.07%]
Teleflex Incorporated Common St [2.95%]
SEI Investments Company [2.83%]
Acuity Brands Inc (Holding Comp [2.71%]
Morningstar, Inc. [2.61%]

Dec 30, 2015
Markel Corporation Common Stock [4.78%]
ANSYS, Inc. [4.08%]
DENTSPLY SIRONA Inc. [3.65%]
SEI Investments Company [3.26%]
Sally Beauty Holdings, Inc. (Na [3.24%]
Equifax, Inc. Common Stock [3.07%]
Acuity Brands Inc (Holding Comp [2.97%]
Fair Isaac Corproation Common S [2.87%]
Blackbaud, Inc. [2.63%]
Henry Schein, Inc. [2.57%]
Click here for Stock Holding Change Map in Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX)

  

Latest News on Eaton Vance Atlanta Capital SMID-Cap R (ERSMX) Fund

See what is happening with Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX)

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Eaton Vance Atlanta Capital SMID-Cap R Fund (ERSMX) Related ResourcesSee more information on Eaton Vance Atlanta Capital SMID-Cap R (ERSMX) Fund

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