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Eaton Vance Atlanta Capital Smid-cap Fund Class R (ERSMX)

US Funds

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31.45 -0.45 -1.41%

01/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 430.94M

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ERSMX Holdings

Comprehensive information about top holdings and Key Holding Information for the Eaton Vance Atlanta Capital SMID-Cap R (ERSMX) fund. Our Eaton Vance Atlanta Capital SMID-Cap R portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.97	2.97	0.00
Shares	97.03	97.03	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.09	17.55
Price to Book	3.35	2.45
Price to Sales	1.81	1.55
Price to Cash Flow	13.36	10.66
Dividend Yield	0.91	1.48
5 Years Earnings Growth	9.12	11.33

Sector Allocation

Name	Net %	Category Average
Industrials	26.93	19.03
Financial Services	23.13	16.70
Technology	21.09	15.97
Consumer Cyclical	16.89	12.86
Healthcare	6.70	9.94
Basic Materials	3.53	4.62
Real Estate	1.74	7.04

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 53

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Carlisle	US1423391002	4.76	352.52	-0.62%
WR Berkley	US0844231029	4.59	69.25	+0.64%
Trimble	US8962391004	3.80	82.64	-1.49%
Godaddy Inc	US3802371076	3.68	156.47	-3.16%
CACI	US1271903049	3.37	460.93	+0.08%
Morningstar	US6177001095	3.33	272.42	-1.46%
Markel	US5705351048	3.09	1,929.87	-3.90%
Caseys	US1475281036	3.04	522.78	+0.51%
LKQ	US5018892084	2.83	29.64	+0.58%
AptarGroup	US0383361039	2.70	141.35	-10.05%

Top Equity Funds by Eaton Vance

Name	Total Assets	YTD%	3Y%	10Y%
Eaton Vance Atlanta Capital SMID I	7.42B	-1.42	11.48	10.88
Eaton Vance Atlanta Capital SMID R6	5.64B	-1.38	11.56	10.97
Eaton Vance National Municipal IncI	3.09B	-1.96	2.64	2.67
Eaton Vance Tx-Mgd Growth 1.1 A	2.35B	7.07	20.92	13.19
Eaton Vance Glbl Macro Cptl Opps I	1.93B	17.11	18.38	7.92

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Eaton Vance Atlan.	31.45	-0.45	-1.41%
	Parvest Convertib.	0.022	0.000	0.00%