Nasdaq - Delayed Quote USD
Eaton Vance Atlanta Capital Sel Eq R6 (ESERX)
35.11
+0.31
+(0.89%)
At close: June 6 at 8:00:37 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.88% |
| 5y Average Return | 9.99% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jun 6, 2025) | 38.52% |
| Worst 1Y Total Return (Jun 6, 2025) | -- |
| Best 3Y Total Return | 38.52% |
| Worst 3Y Total Return | 5.62% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
ESERX
Category
- YTD
- -3.57%
- 12.38%
- 1-Month
- 1.75%
- 5.09%
- 3-Month
- -4.10%
- 10.28%
- 1-Year
- 6.16%
- 41.70%
- 3-Year
- 10.22%
- 22.56%
- 5-Year
- 10.74%
- 21.98%
- 10-Year
- 10.86%
- 15.99%
- Last Bull Market
- 16.35%
- 25.99%
- Last Bear Market
- -14.50%
- -17.29%
Annual Total Return (%) History
Year
ESERX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -3.18% | -- | -- | -- |
| 2024 | 8.94% | -2.20% | 6.72% | 1.91% |
| 2023 | 3.01% | 6.01% | -0.66% | 11.46% |
| 2022 | -4.86% | -14.50% | -2.47% | 10.90% |
| 2021 | 3.89% | 5.37% | -0.47% | 6.04% |
| 2020 | -17.44% | 13.19% | 7.56% | 15.33% |
| 2019 | 16.24% | 8.43% | 3.85% | 5.83% |
| 2018 | -0.05% | 2.20% | 9.59% | -10.93% |
| 2017 | 3.63% | 2.59% | 5.04% | -- |
Rank in Category (By Total Return)
| YTD | 96 |
| 1-Month | 100 |
| 3-Month | 99 |
| 1-Year | 96 |
| 3-Year | 95 |
| 5-Year | 89 |
Load Adjusted Returns
| 1-Year | 6.16% |
| 3-Year | 10.22% |
| 5-Year | 10.74% |
| 10-Year | 10.86% |
Performance & Risk
| YTD Return | -2.88% |
| 5y Average Return | 9.99% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Growth |
| Fund Family | Eaton Vance |
| Net Assets | 707.9M |
| YTD Return | -3.57% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2017 |
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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