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EISMX
Mutual Fund ticker: NASDAQ
AS OF
Jun 25 closing price
Price
$40.43
Change
-$0.19 (-0.47%)
Net Assets
14.22B

EISMX Eaton Vance Atlanta Capital SMID-Cap I Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital growth... Show more

Category: #Mid-Cap Blend
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A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small- to mid-cap stocks (the "80% Policy"). The portfolio managers generally consider small- to mid-cap companies to be those companies having market capitalizations within the range of companies comprising the Russell 2500™ Index.

Market Cap

The average market capitalization across the Eaton Vance Atlanta Capital SMID-Cap I MF is 17.52B. The market cap for tickers in the group ranges from 10.14B to 24.63B. BRO holds the highest valuation in this group at 24.63B. The lowest valued company is CACI at 10.14B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Atlanta Capital SMID-Cap I MF was 10%. For the same stocks of the MF, the average monthly volume growth was -13% and the average quarterly volume growth was 166%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 50
P/E Growth Rating: 53
Price Growth Rating: 55
SMR Rating: 100
Profit Risk Rating: 32
Seasonality Score: 35 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category MidCapBlend

Profile
Fundamentals
Details
Category
Mid-Cap Blend
Address
Eaton Vance Growth TrustTwo International PlaceBoston
Phone
N/A
Web
www.eatonvance.com
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EISMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EISMX has been closely correlated with VMCPX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if EISMX jumps, then VMCPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EISMX
1D Price
Change %
EISMX100%
+0.82%
VMCPX - EISMX
93%
Closely correlated
+1.01%
VSEMX - EISMX
89%
Closely correlated
+1.48%
RRMGX - EISMX
83%
Closely correlated
+1.26%
RPMGX - EISMX
83%
Closely correlated
+1.26%
RPTIX - EISMX
83%
Closely correlated
+1.26%
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