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Nasdaq - Delayed Quote USD
Eaton Vance Atlanta Capital Sel Eq I (ESEIX)
32.27
-1.79
(-5.26%)
At close: 8:00:37 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.34% |
| 5y Average Return | 14.71% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Apr 3, 2025) | 38.44% |
| Worst 1Y Total Return (Apr 3, 2025) | -- |
| Best 3Y Total Return | 38.44% |
| Worst 3Y Total Return | 5.56% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ESEIX
Category
- YTD
- -3.20%
- 12.38%
- 1-Month
- -3.73%
- 5.09%
- 3-Month
- -3.20%
- 10.28%
- 1-Year
- 2.91%
- 41.70%
- 3-Year
- 7.79%
- 22.56%
- 5-Year
- 14.07%
- 21.98%
- 10-Year
- 10.87%
- 15.99%
- Last Bull Market
- 16.33%
- 25.99%
- Last Bear Market
- -14.51%
- -17.29%
Annual Total Return (%) History
Year
ESEIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -3.20% | -- | -- | -- |
| 2024 | 8.95% | -2.21% | 6.69% | 1.89% |
| 2023 | 3.02% | 6.00% | -0.67% | 11.44% |
| 2022 | -4.87% | -14.51% | -2.48% | 10.85% |
| 2021 | 3.90% | 5.32% | -0.45% | 6.02% |
| 2020 | -17.47% | 13.17% | 7.54% | 15.33% |
| 2019 | 16.21% | 8.39% | 3.85% | 5.83% |
| 2018 | -0.10% | 2.20% | 9.60% | -10.94% |
| 2017 | 7.27% | 3.63% | 2.59% | 4.99% |
| 2016 | 3.04% | -0.06% | 2.90% | -0.09% |
| 2015 | 2.26% | -0.70% | -3.75% | 5.30% |
| 2014 | -0.59% | 1.85% | 0.45% | 9.72% |
| 2013 | 10.92% | 1.22% | 6.71% | 8.20% |
| 2012 | -0.18% | 5.46% | 0.53% | -- |
Rank in Category (By Total Return)
| YTD | 8 |
| 1-Month | 3 |
| 3-Month | 8 |
| 1-Year | 73 |
| 3-Year | 55 |
| 5-Year | 87 |
Load Adjusted Returns
| 1-Year | 2.91% |
| 3-Year | 7.79% |
| 5-Year | 14.07% |
| 10-Year | 10.87% |
Performance & Risk
| YTD Return | -5.34% |
| 5y Average Return | 14.71% |
| Rank in Category (ytd) | 8 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Eaton Vance |
| Net Assets | 783.7M |
| YTD Return | -3.20% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 03, 2012 |
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities (the "80% Policy"). It normally invests in approximately 25 to 40 companies. The fund may invest in companies across a broad capitalization range, including smaller companies, but primarily invests in mid-to large-cap companies with capitalizations comparable to those companies included in the Russell 1000® Index. It is non-diversified.
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