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

(NASDAQ Mutual Funds) As of Apr 8, 2026 04:28 PM ET

$36.19 USD

+0.90 (2.55%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.14 38
3 months 3.16 39
6 months -1.53 84
1 Year 0.05 95
3 Year 7.23 94
5 Year 6.49 79
10 Year 11.06 77

* 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) 924.19

Load Adjusted Returns as of Feb 28, 2026

1 Year -5.63
5 Year 6.38
10 Year 10.34
Since Inception 10.53

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.64 3.37 -3.63 -0.66
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.14-5.6313.6113.99-8.8122.2511.2234.45-5.3424.7311.22
% Total Return Rel to Index -0.17-23.85-11.41-12.249.38-6.42-7.172.96-0.952.93-0.71
% Total Return Rel to Peer -0.25-18.34-5.78-9.0010.880.19-8.696.021.514.053.40
% Perf Quintile vs Peer* 3.005.000.004.002.004.004.001.003.002.002.00
% Dividends 0.000.020.060.040.000.000.000.010.000.000.00
% Yield 0.000.050.140.050.000.000.000.030.000.000.00
Capital Gains ($) 0.002.351.441.013.544.333.682.442.151.111.00
Expense Ratio 0.000.870.870.890.880.880.920.920.910.940.96

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