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EISMX Eaton Vance Atlanta Capital SMID-Cap I

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Fund EISMX Eaton Vance Atlanta Capital SMID-Cap I POAGX PRIMECAP Odyssey Aggressive Growth  
100% 85%
Annual Fees
(0.97% Exp. Ratio)
(0.62% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.64% annual return
$38,676.59 $42,994.66
Est. savings over 30 yrs +$4,318.08
As of 9/30/16
1 YR RETURN 16.56%
3 YR 10.99%
5 YR 17.94%
10 YR 11.86%
1 YR RETURN 21.71%
3 YR 12.68%
5 YR 22.48%
10 YR 12.64%
The investment seeks long-term capital growth. Under normal circumstances, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in small- to mid-cap stocks (the "80% Policy"). The portfolio managers generally consider small- to mid-cap companies to be those companies having market capitalizations within the range of companies comprising the Russell 2500 TM Index.
The investment seeks to provide long-term capital appreciation. The fund invests primarily in the common stocks of U.S. companies, emphasizing those companies with prospects for rapid earnings growth. It may invest in stocks across all market sectors and market capitalizations and has historically invested significant portions of its assets in mid- and small-capitalization companies.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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