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Nasdaq - Delayed Quote USD

Eaton Vance Atlanta Capital SMID-Cap I (EISMX)

39.85
+0.19
+(0.48%)
At close: 4:27:15 PM EDT
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  • Previous Close 39.66
  • YTD Return -2.72%
  • Expense Ratio 0.87%
  • Category Mid-Cap Blend
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 14.57B
  • Beta (5Y Monthly) 0.93
  • Yield 0.15%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.06
  • Inception Date Apr 30, 2002

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

14.57B

Net Assets

2002-04-30

Inception Date

More about Eaton Vance Atlanta Capital SMID-Cap I

Performance Overview: EISMX

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Trailing returns as of 3/28/2025. Category is Mid-Cap Blend.

YTD Return

EISMX
2.72%
Category
17.04%
 

1-Year Return

EISMX
4.36%
Category
50.44%
 

3-Year Return

EISMX
7.21%
Category
13.15%
 

5-Year Return

EISMX
11.93%
Category
13.75%
 

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Holdings: EISMX

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Sector Weightings

SectorEISMX
Industrials   26.72%
Financial Services   24.10%
Technology   19.26%
Consumer Cyclical   16.75%
Healthcare   7.54%
Basic Materials   3.56%
Real Estate   2.07%
Consumer Defensive   0.00%
Communication Services   0.00%
Utilities   0.00%
Energy   0.00%
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Recent News: EISMX

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