4 / 5 Stars
5 3 5 3 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#51 in Mid-Cap Growth
U.S. News evaluated 221 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.41 percent over the past year, 14.66 percent over the past three years, 19.96 percent over the past five years, and 11.83 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||0.9%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||20.0%|
|10 Years (Annualized)||11.8%|
The investment seeks long-term capital growth. The fund invests primarily in common stocks of companies with small to mid-sized market capitalizations ("small- to mid-cap stocks"). It will normally invest in common stocks of companies having market capitalizations within the range of companies comprising the Russell 2500 Index. Under normal circumstances, the fund invests at least 80% of its net assets in small- to mid-cap stocks.
Fees are Low compared to funds in the same category.
Eaton Vance Atlanta Capital SMID-Cap Fund has an expense ratio of 1.25 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.