Nasdaq - Delayed Quote USD

Eaton Vance Small-Cap A (ETEGX)

14.45 +0.03 (+0.21%)
At close: 8:01 PM EDT

Investment Information

Min Initial Investment
1,000,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
0.5

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • Vanguard
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Vanguard NTF
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • Securities America Inc.
  • Vanguard TF
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Schwab OneSource & NTF (No Load & No Transaction Fee)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - February 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Small Growth
Fund Family Eaton Vance
Net Assets 172.06M
YTD Return 7.30%
Yield 0.10%
Morningstar Rating
Inception Date Sep 02, 2008

Performance & Risk

YTD Return 2.20%
5y Average Return 7.01%
Rank in Category (ytd) 47
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.93
Morningstar Risk Rating

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