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Nasdaq - Delayed Quote USD

Eaton Vance Atlanta Capital SMID-Cap Fund (ERASX)

40.30
+0.19
+(0.47%)
At close: 8:00:37 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.61%
5y Average Return 16.15%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 34.59%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 34.59%
Worst 3Y Total Return 5.78%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ERASX
Category
YTD
-2.71%
17.04%
1-Month
-4.79%
-0.01%
3-Month
-9.63%
5.47%
1-Year
4.42%
50.44%
3-Year
7.28%
13.15%
5-Year
12.02%
13.75%
10-Year
11.25%
11.35%
Last Bull Market
18.86%
25.95%
Last Bear Market
-11.78%
-22.55%

Annual Total Return (%) History

Year
ERASX
Category
2024
13.70%
--
2023
14.08%
--
2022
-8.76%
--
2021
22.33%
--
2020
11.34%
12.39%
2019
34.59%
26.21%
2018
-5.27%
-11.15%
2017
24.84%
15.93%

2016
11.35%
14.14%
2015
9.82%
-4.75%
2014
--
7.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.64% -2.98% 10.15% -2.96%
2023 0.99% 4.02% -2.12% 10.96%
2022 -4.71% -11.78% -2.77% 11.64%
2021 8.45% 5.31% -2.41% 9.75%
2020 -27.28% 22.27% 3.24% 21.29%
2019 15.94% 9.00% 2.74% 3.65%
2018 1.13% 3.72% 7.94% -16.33%
2017 5.30% 5.07% 3.53% 9.00%
2016 3.39% 3.35% 1.62% 2.54%
2015 6.07% 2.99% -6.42% 7.43%

2014 7.96% -- -- --

Rank in Category (By Total Return)

YTD 97
1-Month 85
3-Month 95
1-Year 92
3-Year 32
5-Year 61

Load Adjusted Returns

1-Year 4.42%
3-Year 7.28%
5-Year 12.02%
10-Year 11.25%

Performance & Risk

YTD Return -4.61%
5y Average Return 16.15%
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 -2.71%
Yield 0.21%
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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