About ERASX
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 is an actively managed mutual fund designed to offer investors targeted exposure to small- and mid-cap U.S. equities. The fund focuses on identifying companies with a demonstrated history of sustainable earnings growth, strong cash flow, and high returns on capital, using a rigorous fundamental analysis approach that assesses financial trends, products, and managerial effectiveness. Its portfolio is characterized by a blend of small- and mid-cap stocks, concentrated in sectors such as industrials, financial services, and technology. The fund typically invests at least 80% of its net assets in these market capitalizations, seeking holdings that are attractively valued relative to their earnings and cash flow.
Eaton Vance Atlanta Capital SMID-Cap Fund Class R6 plays a strategic role within the mid-cap blend category, aiming to deliver competitive long-term returns with less volatility than its benchmark, the Russell 2500™ Index. The fund generally maintains a low turnover rate and has a diversified portfolio, with a significant portion allocated to its top ten holdings. It is designed for institutional or retirement plan investors, as reflected by its share class and relatively high minimum initial investment. The fund is managed by Eaton Vance and Atlanta Capital, both subsidiaries of Morgan Stanley Investment Management.
Fund Family Eaton Vance
Category Mid-Cap Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ERASX
Share Class Class R6
Index Russell 2500 TR
ERASX had a total return of -2.42% in the past year, including dividends. Since the fund's
inception, the average annual return has been 17.40%.
