ERSGX Eaton Vance Small-Cap R Forecast, Technical & Fundamental Analysis

The investment seeks long-term capital appreciation. 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.

The average market capitalization across the Eaton Vance Small-Cap R MF is 5.9B. The market cap for tickers in the group ranges from 1.1B to 10.12B. ARMK holds the highest valuation in this group at 10.12B. The lowest valued company is USPH at 1.1B.

The average weekly volume growth across all stocks in the Eaton Vance Small-Cap R MF was 7%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was 52%