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Eaton Vance Atlanta Capital Smid-cap Fund Class I: (MF: EISMX)

(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET

$39.44 USD

+0.56 (1.44%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -4.64 44
3 months -4.64 44
6 months -7.49 91
1 Year -1.19 78
3 Year 5.73 55
5 Year 16.06 54
10 Year 10.84 38

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 122.73
Bear Market (10/07 - 2/09) -38.47
Bull Market (2/09 - 3/21) 995.15

Load Adjusted Returns as of Mar 31, 2025

1 Year -1.19
5 Year 16.05
10 Year 10.84
Since Inception 10.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.64 NA NA NA
2024 9.64 -3.01 10.13 -2.99
2023 0.96 4.00 -2.14 10.94
2022 -4.72 -11.78 -2.79 11.61
2021 8.46 5.27 -2.42 9.73
2020 -27.27 22.21 3.23 21.22

Annual Return

20252024202320222021202020192018201720162015
% Total Return -4.6413.6113.99-8.8122.2511.2234.45-5.3424.7311.229.76
% Total Return Rel to Index -0.37-11.41-12.249.38-6.42-7.172.96-0.952.93-0.718.37
% Total Return Rel to Peer 0.38-5.78-9.0010.880.19-8.696.021.514.053.4011.36
% Perf Quintile vs Peer* 0.000.004.002.004.004.001.003.002.002.001.00
% Dividends 0.000.060.040.000.000.000.010.000.000.000.00
% Yield 0.000.140.150.000.000.000.030.000.000.000.00
Capital Gains ($) 0.001.441.013.544.333.682.442.151.111.001.74
Expense Ratio 0.000.870.890.880.880.920.920.910.940.960.97

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