Morningstar

Eaton Vance Atlanta Capital SMID-Cap R6 ERASX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 44.65  /  +0.86 %
  • Total Assets 15.1 Bil
  • Adj. Expense Ratio
    0.820%
  • Expense Ratio 0.820%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Blend
  • Investment Style Mid Growth
  • Min. Initial Investment 5.0 Mil
  • Status Open
  • TTM Yield 0.14%
  • Turnover 14%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis ERASX

Will ERASX outperform in future?

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

  • 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 Published on

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Portfolio Holdings ERASX

More ERASX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Financial Services

Carlisle Companies Inc

4.57 655.7 Mil
Industrials

GoDaddy Inc Class A

3.56 510.8 Mil
Technology

Msilf Government Portfolio Msilf Government Portfolio

3.46 497.2 Mil
Cash and Equivalents

Morningstar Inc

3.37 484.1 Mil
Financial Services

CACI International Inc Class A

3.21 460.6 Mil
Technology

Brown & Brown Inc

3.16 454.1 Mil
Financial Services

Markel Group Inc

2.96 425.4 Mil
Financial Services

Teleflex Inc

2.75 395.3 Mil
Healthcare

Lennox International Inc

2.72 391.1 Mil
Industrials

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