ERSMX:NMF-Eaton Vance Atlanta Cptl SMIDCp Fd Cls R (USD)

FUND | Others |

Last Closing

USD 32.12

Change

0.00 (0.00)%

Market Cap

N/A

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

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Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-25 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VRGWX Vanguard Russell 1000 Growth I..

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XMDYX Mid Cap SPDR 400 Trust Series ..

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VRTIX Vanguard Russell 2000 Index Fu..

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VRVIX Vanguard Russell 1000 Value In..

-2.19 (-0.72%)

USD 9.85B
VRNIX Vanguard Scottsdale Funds - Va..

+1.50 (+0.31%)

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VRTTX Vanguard Russell 3000 Index Fu..

+1.30 (+0.28%)

USD 3.51B
XAODX Alpine Total Dynamic Dividend ..

-0.02 (-0.20%)

USD 2.09B
XNUVX Nuveen Municipal Value Fd Inc

N/A

USD 2.06B
VRTGX Vanguard Russell 2000 Growth I..

+0.10 (+0.03%)

USD 1.19B
XJPCX Nuveen Preferred Income Opport..

N/A

USD 0.99B

ETFs Containing ERSMX

AMUB UBS AG London Branch ELKS.. 5.13 % 0.00 %

+0.07 (+0.76%)

USD 0.08B
MLPR ETRACS Quarterly Pay 1.5X.. 5.13 % 0.00 %

+0.44 (+0.76%)

USD 0.06B
MLPB UBS AG London Branch ELKS.. 0.00 % 0.00 %

+0.08 (+0.76%)

USD 0.24B

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 7.28% 69% C- 69% C-
Dividend Return N/A N/A N/A N/A N/A
Total Return 7.28% 69% C- 69% C-
Trailing 12 Months  
Capital Gain 20.57% 83% B 83% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 20.57% 82% B 82% B
Trailing 5 Years  
Capital Gain 3.05% 48% F 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 3.05% 48% F 48% F
Average Annual (5 Year Horizon)  
Capital Gain -0.25% 41% F 42% F
Dividend Return -0.25% 41% F 41% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 16.44% 47% F 47% F
Risk Adjusted Return -1.55% 42% F 42% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.