ERASX – Fund Analysis – Eaton Vance Atlanta Capital SMID-Cap R6 | Morningstar

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Will ERASX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ERASX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the ERASX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of ERASX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Still well worth checking out.

Senior Analyst William Samuel Rocco

William Samuel Rocco

Senior Analyst

Summary

Eaton Vance Atlanta Capital SMID-Cap will continue to enjoy significant personnel and process advantages over its rivals after the late-2024 modifications to its management team, and it retains its Above Average People and Process ratings.

by William Samuel Rocco

Rated on Jun 12, 2024 Published on Jun 12, 2024

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