Eaton Vance Tax-Managed Small-Cap Value Fund - Class A (ESVAX) Research

Under typical market conditions, this fund dedicates a minimum of 80% of its total investable capital (which includes any borrowed funds) to the common stocks of smaller capitalization companies. This commitment is formally known as the "80% Policy." The fund's managers generally define small-cap firms as those possessing market values similar to the range of companies found within the MSCI World Small Cap Index.

Market snapshot

Symbol
ESVAX
Price
$13.10
Day change
-0.68%
Market cap
$28.6M
52-week range
12.96-14.1
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Eaton Vance Tax-Managed Small-Cap Value Fd Cl I (ESVIX)
  • Frontier Phocas Small Cap Value Fund Service Class (FPVSX)
  • American Beacon Bahl & Gaynor Small Cap Growth Fund - Investor Class (GBSPX)
  • Meritage Growth Equity Fund Investor Shares (MPGEX)
  • PGIM International Bond Fund Class A (PXBAX)
  • PGIM International Bond Fund Class Z (PXBZX)
  • Sunbridge Capital Emerging Markets Fund Investor Class (RIMIX)
  • Royce Global Financial Services Fund Service Class (RYFSX)

Open Eaton Vance Tax-Managed Small-Cap Value Fund - Class A (ESVAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.