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    Eaton Vance Small-Cap R (ERSGX)

    12.42 Up 0.12(0.98%) May 27
    Prev Close:12.30
    YTD Return*:1.18%
    Net Assets*:87.42M
    Yield*:N/A

    * As of 30-Apr-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for ERSGX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    EEFT2.76N/A
    SERV2.66N/A
    IART2.63N/A
    CHD2.58N/A
    FEIC2.54N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:87.42M
    Category:Small Growth
    Annual Report Expense Ratio (net):1.68%

    Performance & Risk

    YTD Return:1.18%
    5y Avg Return:5.35%
    Rank in Category (ytd):17
    % Rank in Category (ytd):2.28%
    Beta (3y):0.94
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-cap companies (the "80% Policy"). The market capitalization range for the Russell 2000® Index was approximately $15 million to $6.4 billion, and the market capitalization range for the S&P SmallCap 600 Index was approximately $59 million to $4.6 billion as of December 31, 2015. View More
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