ECSMX : Eaton Vance Small-Cap Fund Class C

ECSMX is a US Stocks Market Small Growth with HIGH fees.

ECSMX

Eaton Vance Small-Cap Fund Class C

FI Score

16 /100

Expense Ratio Rating

1 /10

Expense Rating

0 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

16% FI Score
  • ecsmx
  • Mutual Fund
  • US Stocks
  • Small Growth

Eaton Vance Small-Cap Fund Class C

Expenses: 1.96% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why »

Fund Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of small-cap companies. The portfolio managers consider small-cap companies to be companies having a market capitalization that falls (i) within or below the range of companies in either the current Russell 2000® Index or the S&P SmallCap 600 Index, or (ii) below the three-year average maximum market cap of companies in either index as of December 31 of the three preceding years. With respect to 20% of its net assets, it may also invest in companies that are larger than the capitalization ranges stated above.

Largest Holdings

Amount Holding
2.93% ACI Worldwide Inc
2.91% RealPage Inc
2.72% ICU Medical Inc
2.61% Valvoline Inc
2.61% Haemonetics Corp
2.41% NIC Inc
2.29% Mercury Systems Inc
2.23% Mueller Water Products, Inc.
2.14% ONE Gas Inc
2.07% Nomad Foods Ltd
2.00% Altair Engineering Inc Class A
1.99% Chemed Corp
1.98% ServiceMaster Global Holdings Inc
1.94% CBIZ Inc
1.86% NewMarket Corp
1.75% Healthcare Realty Trust Inc
1.74% Addus HomeCare Corp
1.74% Emergent BioSolutions Inc
1.74% Catalent Inc
1.71% CubeSmart
1.69% Community Bank System Inc
1.64% Landstar System Inc
1.64% Rexford Industrial Realty Inc
1.63% LHC Group Inc
1.62% Integra Lifesciences Holdings Corp

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