ECSEX : Eaton Vance Special Equities Fund Class C

ECSEX is a US Stocks Market Mid-Cap Growth with HIGH fees.


Eaton Vance Special Equities Fund Class C

FI Score

11 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

11% FI Score
  • ecsex
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Eaton Vance Special Equities Fund Class C

Expenses: 2.04% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Growth US Stocks fund. See why »

Fund Summary

The investment seeks to provide growth of capital. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities (the "80% Policy"). It invests primarily in common stocks of companies with market capitalizations comparable to those of companies included in the Russell 2500™ Index, but the fund may also invest in larger or smaller companies that the investment adviser believes have growth characteristics. It may invest up to 25% of its total assets in foreign securities, some of which may be issued by companies domiciled in emerging market countries.

Largest Holdings

Amount Holding
3.15% RealPage Inc
2.91% ACI Worldwide Inc
2.90% Black Knight Inc A
2.36% Rexford Industrial Realty Inc
2.35% Kansas City Southern
2.34% Haemonetics Corp
2.20% CMS Energy Corp
2.02% Valvoline Inc
2.01% NIC Inc
1.98% Healthcare Realty Trust Inc
1.98% EastGroup Properties Inc
1.97% Hexcel Corp
1.95% Mercury Systems Inc
1.87% Nomad Foods Ltd
1.79% Alliant Energy Corp
1.78% Euronet Worldwide Inc
1.72% Mueller Water Products, Inc.
1.70% ONE Gas Inc
1.68% Altair Engineering Inc Class A
1.65% Balchem Corp
1.62% CubeSmart
1.60% Horace Mann Educators Corp
1.58% ServiceMaster Global Holdings Inc
1.57% ICU Medical Inc
1.56% National Retail Properties Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2021   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo