Eaton Vance Atlanta Fund Quote
| ERSMX Fund | USD 31.85 0.23 0.73% |
PerformanceVery Weak
| Odds Of DistressLow
|
Eaton Vance is trading at 31.85 as of the 26th of February 2025; that is 0.73% increase since the beginning of the trading day. The fund's open price was 31.62. Eaton Vance has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in small- to mid-cap stocks . The portfolio managers generally consider small- to mid-cap companies to be those companies having market capitalizations within the range of companies comprising the Russell 2500 Index.. More on Eaton Vance Atlanta
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Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Eaton Vance, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Eaton Vance Atlanta [ERSMX] is traded in USA and was established 26th of February 2025. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Eaton Vance family. This fund currently has accumulated 13.02 B in assets under management (AUM) with no minimum investment requirementsEaton Vance Atlanta is currently producing year-to-date (YTD) return of 0.03%, while the total return for the last 3 years was 7.05%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Eaton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Eaton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Eaton Vance Atlanta Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Eaton Vance Atlanta Mutual Fund Constituents
| AMG | Affiliated Managers Group | Stock | Financials | |
| ANSS | ANSYS Inc | Stock | Information Technology | |
| MANH | Manhattan Associates | Stock | Information Technology | |
| XRAY | Dentsply Sirona | Stock | Health Care | |
| WRB | W R Berkley | Stock | Financials | |
| WEX | Wex Inc | Stock | Industrials | |
| TRU | TransUnion | Stock | Industrials | |
| TFX | Teleflex Incorporated | Stock | Health Care |
Eaton Vance Atlanta Risk Profiles
| Mean Deviation | 0.7061 | |||
| Standard Deviation | 0.9863 | |||
| Variance | 0.9727 | |||
| Risk Adjusted Performance | (0.1) |
Eaton Vance Against Markets
Other Information on Investing in Eaton Mutual Fund
Eaton Vance financial ratios help investors to determine whether Eaton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.
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