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ERSGX
Mutual Fund ticker: NASDAQ
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ERSGX price forecast, quote, news & analysis

Category: @Small Growth
A.I.Advisor
published Highlights

Industry description

The investment seeks long-term capital appreciation. 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.

Market Cap

The average market capitalization across the Eaton Vance Small-Cap R MF is 6.45B. The market cap for tickers in the group ranges from 1.69B to 11.01B. CNM holds the highest valuation in this group at 11.01B. The lowest valued company is USPH at 1.69B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Small-Cap R MF was 40%. For the same stocks of the MF, the average monthly volume growth was 57% and the average quarterly volume growth was 57%

Fundamental Analysis Ratings

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

Valuation Rating: 69
P/E Growth Rating: 41
Price Growth Rating: 49
SMR Rating: 50
Profit Risk Rating: 46
Seasonality Score: 48 (-100 ... +100)
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A.I.Advisor
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A.I. Advisor
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General Information

Category SmallGrowth

Profile
Fundamentals
Details
Category
Small Growth
Address
Eaton Vance Special Investment TrustTwo International PlaceBoston
Phone
(800) 262-1122
Web
www.eatonvance.com