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Eaton Vance Small-cap Fund Class A (ETEGX)

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16.360 -0.120    -0.73%
15/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Eaton Vance
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 25.57M
Eaton Vance Small-Cap Fund Class A 16.360 -0.120 -0.73%

Eaton Vance Small-cap Fund Class A Overview

 
Find basic information about the Eaton Vance Small-cap Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add ETEGX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US2779057908)
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Rating
1-Year Change28.25%
Prev. Close16.48
Risk Rating
TTM Yield0.09%
ROE16.17%
IssuerEaton Vance
Turnover21%
ROA6.33%
Inception DateJan 02, 1997
Total Assets25.57M
Expenses1.21%
Min. Investment1,000
Market Cap5.39B
CategorySmall Growth
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Eaton Vance Small-cap Fund Class A Analysis


ValueWalk
10 Best Performing Small Growth Funds By ValueWalk - Apr 04, 2022

Investors with a higher risk appetite can make quick money by investing in small cap stocks. Even investors with a smaller risk appetite can go for small cap stocks, but a better...

Performance

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Condition

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1089 999 1291 1052 1460 2288
Fund Return 8.93% -0.13% 29.1% 1.7% 7.86% 8.63%
Place in category 389 317 421 50 335 219
% in Category 64 50 73 12 69 58

Top Equity Funds by Eaton Vance

  Name Rating Total Assets YTD% 3Y% 10Y%
  Eaton Vance Atlanta Capital SMID I 7.86B 15.64 7.46 12.43
  Eaton Vance Atlanta Capital SMID R6 5.93B 15.68 7.52 12.52
  Eaton Vance National Municipal IncI 3.38B 1.96 0.15 2.94
  Eaton Vance Tx-Mgd Growth 1.1 A 2.21B 21.21 8.44 12.50
  Eaton Vance Tx-Mgd Growth 1.0 1.43B 21.44 8.72 12.83

Top Funds for Small Growth Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Explorer Adm 18.81B 8.97 -0.27 10.31
  Vanguard Small Cap Growth Index Adm 14B 10.85 -2.75 8.72
  Neuberger Berman Genesis R6 5.12B 10.06 1.71 9.99
  T. Rowe Price QM US Small-Cap Gr Eq 4.81B 13.87 2.08 -
  T. Rowe Price Instl Small-Cap Stock 4.72B 8.97 -1.03 9.85

Top Holdings

Name ISIN Weight % Last Change %
  Essential Properties US29670E1073 3.03 32.86 +0.61%
  AptarGroup US0383361039 2.94 166.49 -4.37%
  Dorman US2582781009 2.82 134.73 -0.90%
  Chemed US16359R1032 2.81 557.95 -0.77%
  Commerce Bancshares US2005251036 2.54 71.57 -0.20%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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