Eaton Vance Tax-Managed Small-Cap Value Fd Cl I (ESVIX) Research

Under typical market conditions, this fund commits a minimum of 80% of its total net assets (including any capital obtained through borrowing for investment purposes) to the equity securities of small-capitalization enterprises. The portfolio managers primarily define small-cap companies as those possessing market capitalizations that align with the range of companies represented in the MSCI World Small Cap Index.

Market snapshot

Symbol
ESVIX
Price
$13.71
Day change
-0.72%
Market cap
$28.6M
52-week range
13.56-14.76
Sector
Financial Services
Industry
Asset Management

Peer companies

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