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 29 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2017-02-01.

ESERX performance shows a YTD return of -9.50%. The 1-year return is -9.23% and the 5-year return is 3.13%.

ESERX top holdings include Alphabet Inc. C (6.5%), Visa Inc Class A (6.0%), Tjx Cos., Inc. (5.7%), CDW Corporation (5.4%), Martin Marietta Materials Inc. (5.2%). 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.