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Eaton Vance Atlanta Capital Smid-cap Fund - Class R6: (MF: ERASX)

(NASDAQ Mutual Funds) As of May 1, 2025 08:00 PM ET

$39.32 USD

-0.13 (-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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2025

Total Return %* Percentile Rank Objective
YTD -4.61 44
3 months -4.61 44
6 months -7.45 90
1 Year -1.10 78
3 Year 5.80 55
5 Year 16.15 53
10 Year 10.92 36

* Annual for three years and beyond.

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

Load Adjusted Returns as of Mar 31, 2025

1 Year -1.10
5 Year 16.14
10 Year 10.93
Since Inception 11.62

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.61 NA NA NA
2024 9.64 -2.98 10.14 -2.97
2023 0.98 4.01 -2.12 10.95
2022 -4.71 -11.78 -2.77 11.63
2021 8.45 5.30 -2.40 9.75
2020 -27.28 22.27 3.24 21.27

Annual Return

20252024202320222021202020192018201720162015
% Total Return -4.6113.6814.07-8.7622.3311.3234.59-5.2624.8411.359.81
% Total Return Rel to Index -0.34-11.33-12.179.44-6.34-7.073.10-0.873.04-0.588.42
% Total Return Rel to Peer 0.41-5.70-8.9210.930.27-8.596.171.594.163.5311.41
% Perf Quintile vs Peer* 0.000.004.002.004.004.001.003.002.002.001.00
% Dividends 0.000.080.060.000.000.000.040.000.000.000.00
% Yield 0.000.190.210.000.000.000.110.000.000.000.00
Capital Gains ($) 0.001.441.013.544.333.682.442.151.110.991.73
Expense Ratio 0.000.810.820.820.810.820.820.820.840.870.00

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