ESVIX Mutual Fund

NAV$13.65

Fund Essentials

Net Assets
$29M
Expense Ratio
1.10%
Dividend Yield (Current)
0.40%
Holdings
142
Inception Date
Oct 1, 2009
Fund Family
Eaton Vance
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+7.63%
1 Year+10.41%
3 Year+5.11%
5 Year+4.37%
10 Year+7.17%

Asset Allocation

Stocks: 98.96%
Cash: 1.04%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
0.40%
Frequency
Annually
Latest Distribution
$0.20
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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ESVIX Mutual Fund Overview

ESVIX Mutual Fund (Eaton Vance Global Small-Cap Equity Fund Class I) is managed by Eaton Vance with $29.2M in net assets. ESVIX expense ratio is 1.10%, holding 142 positions across various sectors. Inception date: 2009-10-01.

ESVIX performance shows a YTD return of 7.63%. The 1-year return is 10.41% and the 5-year return is 4.37%. ESVIX dividend yield stands at 0.40%, paid annually.

ESVIX top holdings include a diversified portfolio. View all ESVIX holdings, sector breakdown, or dividend history.

ESVIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ESVIX alternatives are available via the screener, along with tax-loss harvesting opportunities.