About ESERX
Eaton Vance Atlanta Capital Select Equity Fund Class R6 is a mutual fund that focuses on long-term capital growth through a high-conviction, actively managed portfolio. The fund primarily invests in mid-cap to large-cap U.S. companies that the management believes are financially strong and attractively valued based on rigorous fundamental analysis, including assessments of earnings growth, cash flow, and returns on capital. Its portfolio is concentrated, typically consisting of around 27 holdings, with a significant portion allocated to top positions, reflecting strong conviction in selected companies. Key sectors represented in the portfolio include technology, financial services, consumer cyclical, and communication services, with top holdings such as Fiserv Inc., White Mountains Insurance Group, and Alphabet Inc. The R6 share class is designed for institutional investors and features a lower expense ratio to enhance cost efficiency. Managed by an experienced team since inception, the fund aims for reduced downside participation in declining markets by emphasizing high-quality businesses, and it is benchmarked against the Russell 1000 Index, placing it within the large growth category in the mutual fund landscape.
Fund Family Eaton Vance
Category Large Growth
Performance Rating Below Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol ESERX
Share Class Class R6
Index Russell 1000 TR USD
ESERX had a total return of -10.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.22%.
