ERSMX Mutual Fund
ERSMX Mutual Fund
Eaton Vance Atlanta Capital SMID-Cap Fund Class R

ERSMX Mutual Fund Overview
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 Unknown. Inception date: 2009-08-03.
ERSMX performance shows a YTD return of -0.46%. The 1-year return is -4.88% and the 5-year return is 8.54%. ERSMX dividend yield stands at 8.36%, paid annually.
ERSMX top holdings include CSL (4.2%), BURL (3.9%), CACI (3.8%), TRMB (3.2%), AVY (3.2%). View all ERSMX holdings, sector breakdown, or dividend history.
ERSMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ERSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.