Eaton Vance Atlanta Capital SMID-Cap Fund (ERASX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.87: the stock has moved about 13% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerEaton Vance Atlanta Capital SMID-Cap Fund (ERASX) trades at $37.48. Eaton Vance Atlanta Capital SMID-Cap Fund (ERASX) is a non-dividend paying fund focused on small- to mid-cap stocks within the Russell 2500™ Index. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for ERASX: ERASX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Eaton Vance Atlanta Capital SMID-Cap Fund (ERASX) Financial Services Profile
Eaton Vance Atlanta Capital SMID-Cap Fund (ERASX) is an asset management fund focusing on small- to mid-cap stocks, mirroring the Russell 2500™ Index. Operating within the financial services sector, it offers investors exposure to a diversified portfolio of growing companies, though it does not distribute dividends.
What Is the Investment Thesis for ERASX?
Eaton Vance Atlanta Capital SMID-Cap Fund (ERASX) presents an investment opportunity for those seeking exposure to the small- to mid-cap equity market. The fund's strategy of mirroring the Russell 2500™ Index provides diversification within this market segment. With a market capitalization of $11.23 billion and a beta of 0.87, the fund exhibits moderate volatility relative to the broader market. A key consideration is the fund's lack of dividend payments, which may deter income-focused investors. Growth catalysts include the continued expansion of the SMID-cap market and the fund's ability to effectively track its benchmark index. The fund's value drivers are its investment strategy and expense management.
Based on FMP financials and quantitative analysis
ERASX Key Highlights
The fund invests at least 80% of its net assets in small- to mid-cap stocks, providing focused exposure to this market segment.
- The fund's investment universe is defined by the Russell 2500™ Index, offering a benchmark for performance evaluation.
- The fund has a market capitalization of $11.23 billion, indicating its scale and significance within the asset management industry.
- The fund's beta of 0.87 suggests it is less volatile than the overall market.
- The fund does not pay dividends, which may be a drawback for income-seeking investors but allows for greater reinvestment of earnings.
Who Are ERASX's Competitors?
ERASX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BTMKX iShares MSCI EAFE International Index Fund | $21.37 | +1.09% | $13.7B | — |
| FDIVX Fidelity Diversified International Fund | $54.67 | +1.43% | $15.4B | — |
| FFFDX Fidelity Freedom 2020 Fund | $15.76 | +0.32% | $12.3B | — |
| PRITX T. Rowe Price International Stock | $23.44 | +1.30% | $14.3B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
| BAM Brookfield Asset Management | $44.73 | -0.27% | $71.4B | 57 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are ERASX's Key Strengths?
Focused investment strategy on SMID-cap stocks.
- Alignment with the Russell 2500™ Index.
- Experienced portfolio management team.
- Established brand reputation.
What Are ERASX's Weaknesses?
Lack of dividend payments may deter income-seeking investors.
- Performance is tied to the SMID-cap market, which can be volatile.
- Subject to market fluctuations and economic cycles.
- Limited differentiation from other SMID-cap index funds.
What Are the Key Risks for ERASX?
Economic recession could negatively impact SMID-cap stocks and reduce the fund's assets under management.
- Increased competition from other asset management firms could erode market share and pressure management fees.
- Changes in investor sentiment towards SMID-cap investments could lead to outflows from the fund.
- Market volatility can negatively impact the fund's performance and investor confidence.
- Regulatory changes affecting the asset management industry could increase compliance costs and limit investment flexibility.
What Are ERASX's Competitive Advantages?
- Established track record in managing SMID-cap portfolios.
- Expertise in tracking the Russell 2500™ Index.
- Strong brand reputation within the asset management industry.
What Does ERASX Do?
Eaton Vance Atlanta Capital SMID-Cap Fund (ERASX) is a fund that concentrates its investments in the small- to mid-cap segment of the equity market. The fund adheres to a strategy of investing at least 80% of its net assets, including any borrowings for investment purposes, in small- to mid-cap stocks. The fund's portfolio managers define small- to mid-cap companies as those having market capitalizations within the range of companies comprising the Russell 2500™ Index. This approach allows the fund to capture the growth potential of companies that are generally smaller and earlier in their growth cycle than large-cap companies. The fund operates within the asset management industry, a segment of the financial services sector that manages investment portfolios on behalf of individuals and institutions. Eaton Vance, the parent company, has a long history in asset management, providing a range of investment solutions across various asset classes. The fund's focus on the SMID-cap space differentiates it from broader market funds and those focused on larger, more established companies. The fund is based in Boston, USA.
What Products and Services Does ERASX Offer?
- Invests in small- to mid-cap stocks.
- Tracks the Russell 2500™ Index.
- Manages a diversified portfolio of SMID-cap companies.
- Provides investors with exposure to the growth potential of smaller companies.
- Offers a passive investment strategy focused on the SMID-cap market.
- Reinvests earnings to maximize long-term growth.
How Does ERASX Make Money?
- Generates revenue through management fees charged on assets under management.
- Aims to replicate the performance of the Russell 2500™ Index.
- Attracts investors seeking exposure to the SMID-cap market.
What Industry Does ERASX Operate In?
Eaton Vance Atlanta Capital SMID-Cap Fund (ERASX) operates within the asset management industry, a segment of the financial services sector. The industry is characterized by a wide range of investment products and strategies, catering to diverse investor needs and risk profiles. The SMID-cap equity market, in which ERASX invests, has historically offered growth potential due to the earlier stage of development of the companies it comprises. The competitive landscape includes other asset management firms offering similar SMID-cap funds, as well as broader market index funds. Market trends include the increasing demand for passive and index-tracking investment strategies.
Who Are ERASX's Key Customers?
- Individual investors seeking diversified SMID-cap exposure.
- Institutional investors looking for index-tracking investment strategies.
- Financial advisors seeking investment options for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -6.4%.
ERASX Financials
Bull Case vs Bear Case
Bull Case
- Focused investment strategy on SMID-cap stocks.
- Alignment with the Russell 2500™ Index.
- Experienced portfolio management team.
- Established brand reputation.
Bear Case
- Lack of dividend payments may deter income-seeking investors.
- Performance is tied to the SMID-cap market, which can be volatile.
- Subject to market fluctuations and economic cycles.
- Limited differentiation from other SMID-cap index funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
ERASX Latest News
No recent news available for ERASX.
ERASX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for ERASX.
Price Targets
Wall Street price target analysis for ERASX.
ERASX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for ERASX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Eaton Vance Atlanta Capital SMID-Cap Fund (ERASX) — Financials
What does Eaton Vance Atlanta Capital SMID-Cap Fund do?
Eaton Vance Atlanta Capital SMID-Cap Fund (ERASX) is designed to provide investors with exposure to the small- to mid-cap equity market.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Reliance on provided data sources.