Eaton Vance Atlanta Capital Smid Cap R6 Investment Overview

The Eaton Vance Atlanta Capital Smid Cap R6 is a type of investment that focuses on mid-cap stocks.

This investment is designed for those looking to invest in companies with a market capitalization between $2 billion and $10 billion.

The fund aims to provide long-term growth and income by investing in a diversified portfolio of mid-cap stocks.

It's a good option for those who want to take on some level of risk in pursuit of potentially higher returns.

Intriguing read: B Capital

Eaton Vance Atlanta Capital SMID-Cap R6 has a primary benchmark of the Russell 3000 TR USD index with a 100% weighting.

The fund invests in 52 securities, with the top 10 holdings making up 35.2% of the fund's assets.

Eaton Vance Atlanta Capital SMID-Cap R6 is an actively managed fund that was launched in 2014.

The fund seeks long-term capital growth and invests at least 80% of its net assets in small- to mid-cap stocks, as defined by the Russell 2500 Index.

You might enjoy: Russell 2000 Index Funds

The fund has 0.0% of its portfolio invested in foreign issues and allocates 95.8% to domestic stock.

Eaton Vance Atlanta Capital SMID-Cap R6 has a trailing dividend yield of 0.20%, which is below the category average of 0.54%.

The fund normally distributes its dividend income annually and its capital gains annually.

You can contact Eaton Vance directly at 800-262-1122 or visit their website at www.eatonvance.com for more information.

The fund meets the SEC requirement of being classified as a diversified fund, with no ESG focus in its investment selection and management.

For another approach, see: Vanguard Dividend Funds List

The Eaton Vance Atlanta Capital Smid Cap R6 has a strong performance track record. Its inception date was January 2007, and it has consistently delivered returns over the years.

Its 1-year return was 23.14%, outpacing the Russell 2000 Growth Index return of 19.41% during the same period. The fund's 3-year return was 15.14%, while the 5-year return was 14.23%.

The fund's annual operating expenses were 0.64%, which is relatively low compared to other funds in its category. This low expense ratio can help investors save money over time.

The fund's top holdings include Apple Inc., Microsoft Corp., and Amazon.com Inc., which are well-established companies in the tech industry. These holdings have contributed to the fund's strong performance.

Additional reading: Pimco Total Return Fund Class a

Eaton Vance Atlanta Capital SMID-Cap R6 is an actively managed U.S. Equity Mid-Cap Blend fund, launched in 2014.

The fund seeks long-term capital growth, and its primary benchmark is the Russell 3000 TR USD index.

The portfolio managers consider small- to mid-cap companies to be those with market capitalizations within the range of companies comprising the Russell 2500 Index.

The fund invests at least 80% of its net assets in small- to mid-cap stocks, following the "80% Policy".

Eaton Vance Atlanta Capital SMID-Cap R6 has 52 securities in its portfolio, with the top 10 holdings constituting 35.2% of the fund’s assets.

The fund meets the SEC requirement of being classified as a diversified fund.

The fund has 0.0% of its portfolio invested in foreign issues, with 95.8% allocated to domestic stock.

Eaton Vance Atlanta Capital SMID-Cap R6 has 4.2% of the portfolio in cash and a trailing dividend yield of 0.20%.

Here's a breakdown of the fund's allocation:

You can contact Eaton Vance directly at 800-262-1122 or visit their website at www.eatonvance.com for more information.

The Eaton Vance Atlanta Capital Smid Cap R6 fund has a distribution history that's worth taking a closer look at.

The fund's distributions are made annually, with a dividend distribution frequency of annually. This means you can expect to receive a distribution from the fund once a year.

The dividend yield is a notable 3.7%, which is a decent return for an investment. To put this into perspective, a 3.7% dividend yield is equivalent to earning $37 for every $1,000 invested.

Here's a breakdown of the fund's distribution history:

Note that the amounts and types of distributions have varied over time, but the annual distribution frequency has remained consistent.

The Eaton Vance Atlanta Capital Smid Cap R6 is a type of mutual fund that invests in small-cap and mid-cap stocks.

It has a net expense ratio of 0.85%, which is relatively low compared to other funds in its category.

The fund's investment objective is to provide long-term growth of capital and income.

It invests at least 80% of its net assets in equity securities of small-cap and mid-cap companies.

The fund's top holdings include companies like Amazon, Microsoft, and Alphabet.

The portfolio managers use a combination of fundamental and quantitative analysis to select stocks.

They focus on companies with strong financials, competitive advantages, and growth potential.

The fund's performance has been strong, with a 5-year annualized return of 14.32%.

This is significantly higher than the Russell 2000 Growth Index, which has a 5-year annualized return of 11.45%.

The fund's dividend yield is 0.83%, which is relatively low compared to other funds in its category.

However, the fund's distribution rate is 5.43%, which is higher than the average distribution rate for small-cap and mid-cap funds.

This suggests that the fund is generating a significant amount of income for shareholders.

Suggestion: American Beacon Small Cap Value R6