ERSGX Mutual Fund
ERSGX Mutual Fund
Eaton Vance Small-Cap Class R

ERSGX Mutual Fund Overview
ERSGX Mutual Fund (Eaton Vance Small-Cap Class R) is managed by Eaton Vance with $1.1M in net assets. ERSGX expense ratio is 1.46%, holding 66 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2009-08-03.
ERSGX performance shows a YTD return of 7.93%. The 1-year return is 4.88% and the 5-year return is 5.69%. ERSGX dividend yield stands at 8.02%, paid annually.
ERSGX top holdings include Csw Industrials, Inc. (3.3%), Community Bank System Inc (2.9%), Franklin Electric Co Inc (2.8%), Southstate Bank Corporation (2.8%), Dorman Products Inc (2.7%). View all ERSGX holdings, sector breakdown, or dividend history.
ERSGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ERSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.