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Eaton Vance Atlanta Capital SMID-Cap C (ECASX)

28.14 +0.34 (+1.22%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 27.80
  • YTD Return 2.58%
  • Expense Ratio 1.39%
  • Category Mid-Cap Blend
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 12.9B
  • Beta (5Y Monthly) 0.92
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend --
  • Inception Date Oct 1, 2009

Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small- to mid-cap stocks (the "80% Policy"). The portfolio managers generally consider small- to mid-cap companies to be those companies having market capitalizations within the range of companies comprising the Russell 2500™ Index.

Eaton Vance

Fund Family

Mid-Cap Blend

Fund Category

12.9B

Net Assets

2009-10-01

Inception Date

Performance Overview: ECASX

Trailing returns as of 5/31/2024. Category is Mid-Cap Blend.

YTD Return

ECASX
2.58%
Category
17.04%
 

1-Year Return

ECASX
15.19%
Category
50.44%
 

3-Year Return

ECASX
3.30%
Category
13.15%
 

5-Year Return

ECASX
8.82%
Category
13.75%
 

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Holdings: ECASX

Top 10 Holdings (32.72% of Total Assets)

SymbolCompany% Assets
WRB
WRB 4.88%
CSL
CSL 4.86%
MORN
MORN 3.24%
GDDY
GDDY 3.09%
BRO
BRO 2.97%
MKL
MKL 2.93%
CACI
CACI 2.81%
BAH
BAH 2.80%
RPM
RPM 2.59%
LKQ
LKQ 2.55%

Sector Weightings

SectorECASX
Industrials   32.22%
Technology   17.30%
Healthcare   8.38%
Real Estate   1.66%
Utilities   0.00%
Energy   0.00%

Recent News: ECASX

Research Reports: ECASX

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