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Eaton Vance Small-Cap I (EISGX)

18.23 +0.19 (+1.05%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 18.04
  • YTD Return 11.93%
  • Expense Ratio 0.96%
  • Category Small Growth
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 170.88M
  • Beta (5Y Monthly) 0.96
  • Yield 0.26%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.05
  • Inception Date Sep 2, 2008

Under normal market conditions, the fund invests at least 80% of its net assets in equity securities of small-cap companies. The portfolio managers consider small-cap companies to be companies having a market capitalization that falls (i) within or below the range of companies in the current Russell 2000? Index, or (ii) below the three-year average maximum market cap of companies in the Russell 2000? Index as of December 31 of the three preceding years.

Eaton Vance

Fund Family

Small Growth

Fund Category

170.88M

Net Assets

2008-09-02

Inception Date

Performance Overview: EISGX

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Trailing returns as of 10/25/2024. Category is Small Growth.

YTD Return

EISGX
11.93%
Category
12.40%
?

1-Year Return

EISGX
24.76%
Category
55.69%
?

3-Year Return

EISGX
4.51%
Category
19.34%
?

5-Year Return

EISGX
8.68%
Category
20.72%
?

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Holdings: EISGX

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Top 10 Holdings (26.92% of Total Assets)

SymbolCompany% Assets
DORM
Dorman Products, Inc. 3.40%
EPRT
Essential Properties Realty Trust, Inc. 2.84%
ATR
AptarGroup, Inc. 2.82%
ARMK
Aramark 2.78%
CBSH
Commerce Bancshares, Inc. 2.75%
CHE
Chemed Corporation 2.75%
CBZ
CBIZ, Inc. 2.46%
CBU
Community Financial System, Inc. 2.42%
VVV
Valvoline Inc. 2.40%
WH
Wyndham Hotels & Resorts, Inc. 2.30%

Sector Weightings

Recent News: EISGX

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Research Reports: EISGX

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