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Mutual Fund: Eaton Vance Atlanta Capital SMID- Cap I (EISMX) EISMX main objective is to seek long-term capital growth, it invests mostly in companies with small market capitalization. EISMX also strives to mirror the Russell 2000 stock index, in other words this is a passively managed fund.
Historically, EISMX has been a very well preforming fund, the citations page show the astronomical growth it has had over the last 10 years. Ten years ago, EISMX was priced at $11 per share, then within five years, it grew to almost $17 per share, and then to its current price of $27 per share. The graphs included in the citation show a consistent upward trend line with no major gaps in performance over the last 10 years, excluding the 2008-2009 years. Although performance wasn’t the best during those years, EISMX still didn’t drop as far as most stocks or competing mutual fund, another impressive benchmark is to look at how the fund has done since inception. Since inception the fund has increased by 10.29%. EISMX is a very cost efficient fund, it costs 97 bps while the industry average cost is 114 bps, it also a no load fund, meaning that deposits can be …show more content…

It has kept the same goals and a very similar asset allocation. FDSWX is 100% in equities, mostly because it is a dividend strategy. It can be said that an investor may ever see FDSWX swaying away from being 100% invested in equities just because that is the style required for a fund like this. The tracking error is used to compare how closely the fund is following the benchmark. The benchmark for FDSWX is Russell 1000 Value TR USD and it has kept very closely in tandem. Mostly being able to capture all of the uptrend and minimal of the down trend. Once again this being a rather young fund it is very close to the Russell Fund but I believe as time goes on we will see further separation from the benchmark due to FDSWX being a fund

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