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Eaton Vance Atlanta Capital Smid-cap Fund Class A: (MF: EAASX)

(NASDAQ Mutual Funds) As of Dec 19, 2025 04:25 PM ET

$30.57 USD

+0.10 (0.33%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD -5.88 98
3 months -4.61 97
6 months -2.45 98
1 Year -12.62 98
3 Year 5.22 96
5 Year 7.40 81
10 Year 9.79 71

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -38.68
Bull Market (2/09 - 3/21) 870.46

Load Adjusted Returns as of Nov 30, 2025

1 Year -12.67
5 Year 9.30
10 Year 10.36
Since Inception 10.73

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.69 3.32 -3.68 NA
2024 9.56 -3.04 10.06 -3.08
2023 0.90 3.95 -2.21 10.87
2022 -4.76 -11.86 -2.85 11.55
2021 8.36 5.23 -2.47 9.63
2020 -27.32 22.16 3.12 21.16

Annual Return

20252024202320222021202020192018201720162015
% Total Return -5.8813.3113.72-9.0321.9310.9334.07-5.5624.4210.969.47
% Total Return Rel to Index -23.38-11.71-12.529.17-6.74-7.462.58-1.172.62-0.978.08
% Total Return Rel to Peer -18.50-6.08-9.2710.66-0.12-8.975.651.293.743.1411.07
% Perf Quintile vs Peer* 0.000.004.002.004.004.002.003.002.002.001.00
% Dividends 0.000.000.000.000.000.000.000.000.000.000.00
% Yield 0.000.000.000.000.000.000.000.000.000.000.00
Capital Gains ($) 0.001.420.983.544.333.682.372.151.111.001.74
Expense Ratio 1.111.121.141.141.141.171.171.161.191.211.22

* 1 = Top 20%, 5 = Bottom 20%