ERSMX Mutual Fund

ERSMX Mutual Fund (Eaton Vance Atlanta Capital SMID-Cap Fund Class R) is managed by Eaton Vance with $576.9M in net assets. ERSMX expense ratio is 1.37%, holding 58 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2009-08-03.

ERSMX performance shows a YTD return of 4.15%. The 1-year return is -0.22% and the 5-year return is 3.73%. ERSMX dividend yield stands at 7.99%, paid annually.

ERSMX top holdings include Csl Ltd. - Adr (4.2%), Burlington Stores Inc (3.9%), Caci International Inc (3.8%), Trimble Inc. (3.2%), Avery Dennison Corp. (3.2%). Go to all ERSMX holdings, ERSMX sectors, or ERSMX dividends.

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