Eaton Vance Atlanta Capital SMID-Cap Fund Class R
Eaton Vance Atlanta Capital SMID-Cap Fund Class R (ERSMX)
The Eaton Vance Atlanta Capital SMID-Cap Fund Class R (ERSMX) is a mutual fund that focuses on investing in small and mid-sized companies. It is managed by Eaton Vance, a well-known investment management firm, and utilizes the expertise of Atlanta Capital, a subsidiary of the firm. This fund aims to provide long-term capital growth by investing in a diversified portfolio of small and mid-cap stocks. The "Class R" designation indicates that this fund is designed for retirement accounts, with lower fees and expenses compared to other classes. Overall, ERSMX offers investors the opportunity to gain exposure to the potential growth of small and mid-cap companies while also benefiting from the expertise of two reputable investment firms.
ERSMX Mutual Fund Chart & Stats
- Previous Close
- $31.31
- Sub-Category
- Mid Cap
- Total Liabilities
- $437.82M
- Expense Ratio
- 1.37%
- Holding Count
- 57
- Brand
- Eaton Vance Growth Trust
- Category
- Equity
- Total Assets
- 9.23B
- Shares Outstanding
- N/A
- 52-Week Range
- $26.11 - $31.45
ERSMX Mutual Fund News
ERSMX Mutual Fund Smart Score
Top 10 Holdings
| Name | Weight % |
|---|---|
| CSLCarlisle Companies | 4.43% |
| BURLBurlington Stores Inc | 3.64% |
| ARMKARAMARK Holdings Corp. | 3.21% |
| CACICaci International | 3.13% |
| AMGAffiliated Managers Group | 3.02% |
| AVYAvery Dennison | 2.94% |
| WRBW. R. Berkley Corporation | 2.87% |
| MKLMarkel Corporation | 2.86% |
| TRUTransUnion Corp. | 2.71% |
| SEICSEI Investments | 2.71% |
| Total | 31.52% |
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