2 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#132 in Small Growth
U.S. News evaluated 215 Small 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 22.38 percent over the past year, 10.60 percent over the past three years, 20.67 percent over the past five years, and 8.39 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.8%|
|3 Years (Annualized)||10.6%|
|5 Years (Annualized)||20.7%|
|10 Years (Annualized)||8.4%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets in equity securities of small-cap companies (the "80% Policy"). It invests primarily in a diversified portfolio of common stocks of small-cap companies that, in the opinion of the investment adviser, are expected to achieve earnings growth over the long term that exceeds the average long-term earnings growth of all publicly-traded companies in the United States.
Fees are Above Average compared to funds in the same category.
Eaton Vance Small-Cap Fund has an expense ratio of 1.40 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.