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Mutual Fund Insights: Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX)

In-depth Analysis of Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX)

Mutual fund chart: Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX)

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See Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) performance details as of January 31, 2010

  

    Last Trade: $13.12 on 3/19/2010, Change: -0.10 (-0.76%)
Experiment our closing price forecasting tool for Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) (alpha release)

  

Fund Manager - J. Bradley Ohlmuller

Fund Manager Tenure: 4.3 years   [Similar Funds: ESVAX  ESVBX ]
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)
Ohlmuller is a senior vice president and a member of the firm?s Investment Committee. He was formerly a Vice President and research analyst at Goldman Sachs & Co., where he co-covered the healthcare facilities sector. Prior, Ohlmuller followed the retail sector at Morgan Stanley. He began his career at Standard & Poor?s as an analyst, following the regional banking, insurance and REIT industries in its Equity Research Department. Ohlmuller holds the Chartered Financial Analyst designation.  Get more insights on J. Bradley Ohlmuller

  

What we like about Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) What we like about Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX)

Data for Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) as of January 31, 2010

  • Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) management has been with Eaton Vance Tx-Mgd Small-Cap Value C Fund for 4.3 years
  • Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) has good mid-term performance (3-year return -3.16% vs -7.80% Small Blend category average)
  • Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) has good Long-term performance (5-year return 2.25% vs 0.36% Small Blend category average)
  • Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) ratio of up-years vs down years is greater than 2
  • Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) has a Morningstar rating of 4 and above
  • Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) has an annual stock turnover rate of 66.00% vs Small Blend average of 96.31%. It is good that Eaton Vance Tx-Mgd Small-Cap Value C management does not trade extensively for its return.
  • Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.34, lower than category average of 25.24

  

What we are cautious about Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) What we are cautious about Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX)

Data for Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) as of January 31, 2010

  • Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) has a less-than-ideal short-term performance (1-year return 34.73% vs 41.29% Small Blend category average)
  • Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) has a higher management fee of 2.40% than its Small Blend average of 1.53%
  • Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) carries a 1% load
See Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) performance details as of January 31, 2010

  

  

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Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) Net Asset

Track net asset change of Eaton Vance Tx-Mgd Small-Cap Value C fund (ESVCX)

DateNet Asset
01/2010$6.80M
11/2009$6.46M
10/2009$6.32M
More historic net asset information on Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX)

  

Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance Tx-Mgd Small-Cap Value C fund (ESVCX)

DateCashStockBondOther
09/20093.34%96.66%0%0%
06/20090%100%0%0%
03/20090%100.03%0%0%
Click here to see more historic asset allocation information on Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX)

  

Most Recent Top 10 Holdings in Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX)

Discover what Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX) manager is buying

30-Sep-09
Perot Systems Corporation [3.73%]
Washington Federal, Inc. [2.55%]
MAXIMUS INC [2.46%]
APTAR GROUP INC [2.38%]
GARDNER DENVER INC [2.35%]
WEST PHARMA SVCS INC [2.33%]
Trustmark Corporation [2.23%]
Nordson Corporation [2.22%]
TELEFLEX INC [2.21%]

30-Jun-09
OWENS AND MINOR INC [3.48%]
[3.23%]
BORG WARNER INC [3.02%]
METTLER TOLEDO INTL [2.98%]
SMITH A O CORP [2.84%]
Trustmark Corporation [2.81%]
APTAR GROUP INC [2.8%]
RPM INTL INC [2.75%]
MAXIMUS INC [2.7%]
PIEDMONT NAT GAS CO [2.67%]

31-Mar-09
IPC Holdings, Limited [3.74%]
PIEDMONT NAT GAS CO [3.35%]
Trustmark Corporation [3.12%]
OWENS AND MINOR INC [3.08%]
WATSON WYATT WLD WD [3.06%]
MAXIMUS INC [3.06%]
APTAR GROUP INC [3.02%]
Jack In The Box Inc. [2.92%]


Click here for Stock Holding Change Map in Eaton Vance Tx-Mgd Small-Cap Value C Fund (ESVCX)

  

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