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Nasdaq - Delayed Quote USD

Eaton Vance Atlanta Capital SMID-Cap Fund (ERSMX)

31.12
+0.14
+(0.45%)
At close: 8:00:37 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -4.74%
5y Average Return 15.50%
Number of Years Up 13
Number of Years Down 2
Best 1Y Total Return (Mar 31, 2025) 35.43%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 35.43%
Worst 3Y Total Return 5.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ERSMX
Category
YTD
-2.80%
17.04%
1-Month
-4.85%
-0.01%
3-Month
-9.77%
5.47%
1-Year
3.82%
50.44%
3-Year
6.67%
13.15%
5-Year
11.37%
13.75%
10-Year
10.60%
11.35%
Last Bull Market
18.50%
25.95%
Last Bear Market
-11.92%
-22.55%

Annual Total Return (%) History

Year
ERSMX
Category
2024
13.01%
--
2023
13.47%
--
2022
-9.26%
--
2021
21.60%
--
2020
10.70%
12.39%
2019
33.79%
26.21%
2018
-5.84%
-11.15%
2017
24.12%
15.93%

2016
10.67%
14.14%
2015
9.19%
-4.75%
2014
4.65%
7.80%
2013
35.43%
34.10%
2012
13.66%
16.15%
2011
5.10%
-3.81%
2010
25.29%
22.52%
2009
--
37.39%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.49% -3.14% 10.02% -3.13%
2023 0.84% 3.89% -2.28% 10.82%
2022 -4.82% -11.92% -2.92% 11.49%
2021 8.29% 5.15% -2.55% 9.58%
2020 -27.40% 22.11% 3.09% 21.11%
2019 15.77% 8.85% 2.62% 3.47%
2018 0.97% 3.56% 7.80% -16.47%
2017 5.14% 4.93% 3.38% 8.83%
2016 3.21% 3.23% 1.48% 2.36%
2015 5.91% 2.83% -6.54% 7.28%

2014 -1.94% 2.74% -3.63% 7.78%
2013 13.14% 2.09% 7.48% 9.08%
2012 10.60% -4.37% 3.99% 3.33%
2011 8.76% 0.13% -17.57% 17.08%
2010 7.77% -9.15% 10.96% 15.32%
2009 2.60% -- -- --

Rank in Category (By Total Return)

YTD 97
1-Month 86
3-Month 96
1-Year 92
3-Year 50
5-Year 77

Load Adjusted Returns

1-Year 3.82%
3-Year 6.67%
5-Year 11.37%
10-Year 10.60%

Performance & Risk

YTD Return -4.74%
5y Average Return 15.50%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Eaton Vance
Net Assets 14.57B
YTD Return -2.80%
Yield 0.00%
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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