ESERX Mutual Fund

ESERX Mutual Fund (Eaton Vance Atlanta Capital Select Equity Fund Class R6) is managed by Eaton Vance. ESERX expense ratio is 0.75%, holding 30 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2017-02-01.

ESERX performance shows a YTD return of -3.91%. The 1-year return is -3.10% and the 5-year return is 2.55%. ESERX dividend yield stands at 20.23%, paid annually.

ESERX top holdings include Tjx Cos Inc (7.0%), Alphabet Inc. C (6.3%), Martin Marietta Materials Inc. (5.3%), Visa Inc Class A (5.2%), Ross Stores, Inc. (5.0%). Go to all ESERX holdings, ESERX sectors, or ESERX dividends.

ESERX can be compared against other funds. Use ESERX overlap to find shared positions, or ESERX vs another fund for a side-by-side view. ESERX alternatives are available via the screener, along with tax-loss harvesting opportunities.