ECSEX : Eaton Vance Special Equities Fund Class C

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

ECSEX

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

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