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

(NASDAQ Mutual Funds) As of Mar 13, 2026 04:21 PM ET

$35.73 USD

-0.07 (-0.20%)

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 3.16 38
3 months 3.21 39
6 months -1.31 83
1 Year 0.13 95
3 Year 7.30 94
5 Year 6.56 79
10 Year 11.15 76

* 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 Feb 28, 2026

1 Year -5.57
5 Year 6.45
10 Year 10.43
Since Inception 10.71

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.61 3.39 -3.61 -0.65
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.16-5.5713.6814.07-8.7622.3311.3234.59-5.2624.8411.35
% Total Return Rel to Index -0.16-23.79-11.33-12.179.44-6.34-7.073.10-0.873.04-0.58
% Total Return Rel to Peer -0.24-18.28-5.70-8.9210.930.27-8.596.171.594.163.53
% Perf Quintile vs Peer* 3.005.000.004.002.004.004.001.003.002.002.00
% Dividends 0.000.050.080.060.000.000.000.040.000.000.00
% Yield 0.000.120.190.120.000.000.000.110.000.000.00
Capital Gains ($) 0.002.351.441.013.544.333.682.442.151.110.99
Expense Ratio 0.000.810.810.820.820.810.820.820.820.840.87

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