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Eaton Vance Small-cap Fund - Class C: (MF: ECSMX)

(NASDAQ Mutual Funds) As of Sep 14, 2026 04:35 PM ET

$9.72 USD

-0.08 (-0.82%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.24 91
3 months 4.37 62
6 months 4.37 92
1 Year 6.39 93
3 Year 3.65 96
5 Year 1.97 84
10 Year 7.63 93

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 104.09
Bear Market (10/07 - 2/09) -48.12
Bull Market (2/09 - 3/21) 464.72

Load Adjusted Returns as of Jul 31, 2026

1 Year 3.45
5 Year 2.09
10 Year 8.08
Since Inception 6.77

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -2.64 12.03 NA NA
2025 -4.41 1.75 -1.72 -2.52
2024 7.12 -4.96 9.14 -0.01
2023 6.34 1.95 -8.34 11.14
2022 -5.47 -14.15 -5.70 9.55
2021 9.54 3.37 -1.44 7.67

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.12-6.8211.1010.44-16.1720.1711.9726.45-6.5614.1118.48
% Total Return Rel to Index -1.90-25.04-13.92-15.792.03-8.51-6.42-5.03-2.16-7.686.54
% Total Return Rel to Peer -8.46-14.13-0.82-5.633.340.85-7.021.024.21-1.482.53
% Perf Quintile vs Peer* 5.005.003.005.003.003.003.003.002.003.003.00
% 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 ($) 0.001.090.390.080.362.050.160.941.361.451.77
Expense Ratio 1.961.961.961.961.961.961.961.962.102.172.27

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