EISMX Rating, Research - Eaton Vance Atlanta Capital Smid-Cap I

Eaton Vance Atlanta Capital Smid-Cap I (eismx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 23

Threats + Weaknesses = 14

When strengths & opportunities substantially exceed threats & weaknesses an investment in the eismx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Eaton Vance Atlanta Capital Smid-Cap I (EISMX) Description: EISMX is a mutual fund, which is an investment that owns a basket of assets. The EISMX mutual fund was provided by Eaton Vance and this investment vehicle derives the majority of its value from equity holdings (stocks). Eaton Vances mutual fund has a medium management tenure and is in the average fund size classification. EISMXs minimum initial investment amount is $250000 while the IRA minimum is $0. EISMXs expense ratio is roughly 1%. The latest EISMXs front end load was 0% and the back end load was 0%. The Eaton Vance Atlanta Capital Smid-Cap I (EISMX) mutual fund falls under the mid-cap growth category. EISMX focuses its investments in USA and EISMX is not affiliated with a particular industry or fund sector. The Eaton Vance Atlanta Capital Smid-Cap I (EISMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EISMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EISMXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation; income is a secondary consideration. The fund normally invests at least 80% of assets in common stocks (see stock research) of mid-cap companies. A mid-cap company has a market capitalization in the range of market capitalizations represented in the Russell Midcap Index. It may also invest in companies in the technology sector.

Management Analysis Update

Performance Analysis Update