Eaton Vance Atlanta Capital SMID-Cap I (EISMX) Research

Ordinarily, the fund allocates a minimum of 80% of its net assets – a figure that includes any capital borrowed for investment purposes – to small- and mid-sized company stocks. This approach is formally known as its "80% Policy." For clarification, the portfolio managers typically define small- to mid-cap firms as those whose market values fall within the spectrum of businesses that constitute the Russell 2500™ Index.

Market snapshot

Symbol
EISMX
Price
$35.66
Day change
+0.39%
Market cap
$9.0B
52-week range
34.21-42.67
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Invesco Comstock Fund Class R (ACSRX)
  • Victory Sycamore Established Value Fund Class R (GETGX)
  • JP Morgan Mid Cap Value Fund-A Share Class (JAMCX)
  • JPMorgan Mid Cap Growth R6 (JMGMX)
  • JPMorgan Mid Cap Growth A (OSGIX)
  • Putnam Growth Opportunities Fund Y Shares (PGOYX)
  • Putnam Growth Opportunities Fund, Class A (POGAX)
  • Victory Sycamore Established Value Fund Class I (VEVIX)

Open Eaton Vance Atlanta Capital SMID-Cap I (EISMX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.