Nasdaq - Delayed Quote USD

Eaton Vance Atlanta Capital SMID-Cap C (ECASX)

30.48 +0.26 (+0.86%)
At close: 4:22 PM EDT
Loading Chart for ECASX
DELL
  • Previous Close 30.22
  • YTD Return 13.79%
  • Expense Ratio 1.89%
  • Category Mid-Cap Blend
  • Last Cap Gain 40.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 15.07B
  • Beta (5Y Monthly) 0.92
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend --
  • Inception Date Jul 1, 2014

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.

Eaton Vance

Fund Family

Mid-Cap Blend

Fund Category

15.07B

Net Assets

2014-07-01

Inception Date

Performance Overview: ECASX

View More

Trailing returns as of 9/25/2024. Category is Mid-Cap Blend.

YTD Return

ECASX
13.79%
Category
17.04%
 

1-Year Return

ECASX
21.01%
Category
50.44%
 

3-Year Return

ECASX
6.56%
Category
13.15%
 

5-Year Return

ECASX
9.98%
Category
13.75%
 

People Also Watch

Holdings: ECASX

View More

Top 9 Holdings (30.98% of Total Assets)

SymbolCompany% Assets
WRB
W. R. Berkley Corporation 4.67%
CSL
Carlisle Companies Incorporated 4.57%
GDDY
GoDaddy Inc. 3.56%
MORN
Morningstar, Inc. 3.37%
CACI
CACI International Inc 3.21%
BRO
Brown & Brown, Inc. 3.16%
MKL
Markel Group Inc. 2.96%
TFX
Teleflex Incorporated 2.75%
LII
Lennox International Inc. 2.72%

Sector Weightings

SectorECASX
Industrials   27.27%
Technology   18.32%
Healthcare   7.77%
Real Estate   1.98%
Utilities   0.00%
Energy   0.00%

Related Mutual Fund News

View More

Top Mutual Funds