ERSMX Mutual Fund

ERSMX Mutual Fund (Eaton Vance Atlanta Capital SMID-Cap Fund Class R) is managed by Eaton Vance with $576.9M in net assets. ERSMX expense ratio is 1.37%, holding 57 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2009-08-03.

ERSMX performance shows a YTD return of -1.35%. The 1-year return is -2.05% and the 5-year return is 4.03%.

ERSMX top holdings include Caci International Inc, Class A (4.5%), Csl Ltd. - Adr (4.0%), Sei Investments Co. (3.6%), Burlington Stores Inc (3.4%), Affiliated Managers Group Inc. (3.3%). Go to all ERSMX holdings, ERSMX sectors, or ERSMX dividends.

ERSMX can be compared against other funds. Use ERSMX overlap to find shared positions, or ERSMX vs another fund for a side-by-side view. ERSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.