EISMX : Eaton Vance Atlanta Capital SMID-Cap Fund Class I

EISMX is a US Stocks Market Mid-Cap Growth with MODERATE fees.

EISMX

Eaton Vance Atlanta Capital SMID-Cap Fund Class I

FI Score

61 /100

Expense Ratio Rating

8 /10

Expense Rating

1 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

61% FI Score
  • eismx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

Eaton Vance Atlanta Capital SMID-Cap Fund Class I

Expenses: 0.92% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital growth. 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.

Largest Holdings

Amount Holding
4.44% WR Berkley Corp
4.39% Teleflex Inc
3.49% JB Hunt Transport Services Inc
3.19% Aramark
2.98% TransUnion
2.97% Carlisle Companies Inc
2.85% AptarGroup Inc
2.74% ServiceMaster Global Holdings Inc
2.35% WEX Inc
2.35% SEI Investments Co
2.30% Bio-Techne Corp
2.28% RPM International Inc
2.24% Lennox International Inc
2.20% Markel Corp
2.03% Dentsply Sirona Inc
1.97% Gartner Inc A
1.96% CDW Corp
1.95% Blackbaud Inc
1.92% Columbia Sportswear Co
1.89% Nordson Corp
1.79% Manhattan Associates Inc
1.73% Broadridge Financial Solutions Inc
1.72% Landstar System Inc
1.70% IDEX Corp
1.68% Choice Hotels International Inc

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