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ERSMX Eaton Vance Atlanta Capital SMID-Cap R Forecast, Technical & Fundamental Analysis

Category MidCapBlend
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 R MF is 17.77B. The market cap for tickers in the group ranges from 12.4B to 24.63B. BRO holds the highest valuation in this group at 24.63B. The lowest valued company is CACI at 12.4B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Atlanta Capital SMID-Cap R MF was -20%. For the same stocks of the MF, the average monthly volume growth was 1% and the average quarterly volume growth was 16%

Fundamental Analysis Ratings

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

Valuation Rating: 71
P/E Growth Rating: 66
Price Growth Rating: 46
SMR Rating: 47
Profit Risk Rating: 18
Seasonality Score: -5 (-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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ERSMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ERSMX has been closely correlated with VSEMX. These tickers have moved in lockstep 87% of the time. This A.I.-generated data suggests there is a high statistical probability that if ERSMX jumps, then VSEMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ERSMX
1D Price
Change %
ERSMX100%
+0.09%
VSEMX - ERSMX
87%
Closely correlated
+0.12%
RRMGX - ERSMX
80%
Closely correlated
+0.07%
TRQZX - ERSMX
79%
Closely correlated
+0.07%
RPTIX - ERSMX
79%
Closely correlated
+0.07%
RPMGX - ERSMX
79%
Closely correlated
+0.07%
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