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Nasdaq - Delayed Quote USD

Eaton Vance Atlanta Capital SMID-Cap I (EISMX)

39.85
+0.19
+(0.48%)
At close: 8:03:46 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.64%
5y Average Return 16.06%
Number of Years Up 19
Number of Years Down 3
Best 1Y Total Return (Mar 31, 2025) 36.06%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 36.06%
Worst 3Y Total Return 5.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
EISMX
Category
YTD
-2.72%
17.04%
1-Month
-4.80%
-0.01%
3-Month
-9.65%
5.47%
1-Year
4.36%
50.44%
3-Year
7.21%
13.15%
5-Year
11.93%
13.75%
10-Year
11.16%
11.35%
Last Bull Market
18.83%
25.95%
Last Bear Market
-11.78%
-22.55%

Annual Total Return (%) History

Year
EISMX
Category
2024
13.62%
--
2023
14.01%
--
2022
-8.81%
--
2021
22.25%
--
2020
11.24%
12.39%
2019
34.44%
26.21%
2018
-5.35%
-11.15%
2017
24.73%
15.93%

2016
11.21%
14.14%
2015
9.74%
-4.75%
2014
5.17%
7.80%
2013
36.06%
34.10%
2012
14.26%
16.15%
2011
5.62%
-3.81%
2010
25.80%
22.52%
2009
35.25%
37.39%
2008
-25.99%
-39.18%
2007
11.99%
4.85%
2006
14.79%
14.03%
2005
4.76%
9.25%
2004
18.85%
16.30%
2003
26.85%
36.28%
2002
--
-16.55%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.64% -3.01% 10.13% -2.98%
2023 0.97% 4.00% -2.15% 10.95%
2022 -4.73% -11.78% -2.80% 11.62%
2021 8.46% 5.27% -2.42% 9.72%
2020 -27.28% 22.21% 3.23% 21.24%
2019 15.89% 9.00% 2.73% 3.60%
2018 1.10% 3.71% 7.92% -16.35%
2017 5.28% 5.05% 3.51% 8.96%
2016 3.32% 3.36% 1.59% 2.51%
2015 6.03% 2.96% -6.43% 7.44%

2014 -1.78% 2.85% -3.53% 7.92%
2013 13.25% 2.18% 7.67% 9.20%
2012 10.73% -4.23% 4.12% 3.48%
2011 8.91% 0.30% -17.52% 17.22%
2010 7.87% -9.12% 11.20% 15.40%
2009 -4.66% 17.67% 17.29% 2.78%
2008 -5.49% -2.19% -0.34% -19.66%
2007 3.74% 4.96% 1.29% 1.54%
2006 10.34% -2.95% 1.32% 5.79%
2005 -2.61% 1.92% 6.48% -0.89%
2004 4.21% 2.30% 0.45% 10.98%
2003 -6.32% 17.64% 5.29% 9.32%
2002 -16.92% 6.74% -- --

Rank in Category (By Total Return)

YTD 97
1-Month 85
3-Month 95
1-Year 92
3-Year 34
5-Year 64

Load Adjusted Returns

1-Year 4.36%
3-Year 7.21%
5-Year 11.93%
10-Year 11.16%

Performance & Risk

YTD Return -4.64%
5y Average Return 16.06%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Eaton Vance
Net Assets 14.57B
YTD Return -2.72%
Yield 0.15%
Morningstar Rating
Inception Date Apr 30, 2002

Fund Summary

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.

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