Nasdaq - Delayed Quote USD
Eaton Vance Small-Cap I (EISGX)
At close: 8:00 PM EDT
Investment Information
- Min Initial Investment
- 1,000,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- Shareholders Services Group
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 11.01.2023
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- WFA MF Advisory Updated 8.7.24
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- Scottrade TF
- Ameriprise Financial
- Fidelity Advisor 401(k) I Shares
- Fidelity Advisor 401(k) ACT Shares
- Thrivent – Advisory Eligible
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD-WAIVED NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- WFA Fdntl Choice/PIM Updated 8.7.24
- ADP Access Open Fund Architecture
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- Securities America Inc.
- Vanguard Load
- Zhejiang Akcome New Energy Technology Co Ltd
- Vanguard TF
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Fidelity Advisor 401(k) A Shares
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 01.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Fidelity Advisor 401(k) M Shares
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- ADP Access Tier 3
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- ADP Advisor Access 3(21) Tier 3
- ADP Advisor Access Tier 3
- LPL Brokerage Availability - February 2024
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Small Growth |
| Fund Family | Eaton Vance |
| Net Assets | 170.88M |
| YTD Return | 11.93% |
| Yield | 0.26% |
| Morningstar Rating | |
| Inception Date | Sep 02, 2008 |
Performance & Risk
| YTD Return | 10.95% |
| 5y Average Return | 8.55% |
| Rank in Category (ytd) | 56 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
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