ERSMX Eaton Vance Atlanta Capital SMID-Cap R 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 R MF is 13.74B. The market cap for tickers in the group ranges from 5.84B to 25.01B. WRB holds the highest valuation in this group at 25.01B. The lowest valued company is MORN at 5.84B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Atlanta Capital SMID-Cap R MF was 115%. For the same stocks of the MF, the average monthly volume growth was 94% and the average quarterly volume growth was -71%

Fundamental Analysis Ratings

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

Valuation Rating: 45

P/E Growth Rating: 71

Price Growth Rating: 64

SMR Rating: 47

Profit Risk Rating: 70

Seasonality Score: 40 (-100 ... +100)

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A.I. Advisor

published General Information

General Information

Category MidCapBlend

Profile

Details

	1 Day
BLYAX	38.70	0.57	+1.49%
American Beacon Man Lg Cp Growth A
SOPVX	53.48	0.78	+1.48%
Allspring Opportunity A
TCMGX	19.32	0.19	+0.99%
Nuveen Quant Mid Cap Growth A
FAPHX	14.28	0.10	+0.71%
Fidelity Healthy Future
VGICX	81.03	0.28	+0.35%
JPMorgan US Value C

ERSMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ERSMX has been closely correlated with RRMGX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if ERSMX jumps, then RRMGX could also see price increases.

Ticker / NAME	Correlation To ERSMX	1D Price Change %
ERSMX	100%	+0.44%
RRMGX - ERSMX	80% Closely correlated	+1.11%
TRQZX - ERSMX	79% Closely correlated	+1.12%
RPTIX - ERSMX	79% Closely correlated	+1.12%
RPMGX - ERSMX	79% Closely correlated	+1.11%
PAMCX - ERSMX	76% Closely correlated	+1.10%
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