Eaton Vance Atlanta Capital SMID-Cap Fund
Shareclass
Eaton Vance Atlanta Capital SMID-Cap R (ERSMX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Eaton Vance Atlanta Capital SMID-Cap Fund
FUND COVERAGE
# of holdings54
% of assets98%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
23 / 40
Gender Equality: Equal Compensation and Work Life Balance
5 / 30
Gender Equality: Policies Promoting Gender Equality
17 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Jones Lang LaSalle Inc2.56%$358.02M
- 2. WEX Inc2.37%$332.14M
- 3. IDEX Corp1.67%$234.37M
- 4. Service Corp International0.97%$135.18M
- 5. Jacobs Solutions Inc1.06%$148.67M
- 6. AptarGroup Inc2.24%$313.59M
- 7. FactSet Research Systems Inc0.83%$116.1M
- 8. Tyler Technologies Inc1.15%$160.94M
- 9. Parsons Corp0.32%$44.96M
- 10. Choice Hotels International Inc2.21%$309M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Markel Group Inc3.03%$424.1M
- 2. Brown & Brown Inc0.5%$70.24M
- 3. Kinsale Capital Group Inc1.3%$182.06M
- 4. Saia Inc1.08%$150.81M
- 5. Advanced Drainage Systems Inc0.51%$71.22M
- 6. Prosperity Bancshares Inc0.7%$97.99M
- 7. Manhattan Associates Inc2.01%$281.84M
- 8. LKQ Corp1.87%$261.8M
- 9. WR Berkley Corp3.74%$522.91M
- 10. Graco Inc0.91%$127.9M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Eaton Vance Atlanta Capital SMID-Cap Fund
Totals
Holdings
Assets
Weight
Prisons
1
$338.86M
2.42%
Prisons high risk
1
$338.86M
2.42%
Private prisons
0
$0
0%
Borders
4
$1.51B
11%
Borders high risk
2
$703.11M
5.02%
Total
4
$1.51B
11%
Holdings — 4 flagged holdings
1.
CACI International Inc Class A
:$485.18M
3.47%
2.
Booz Allen Hamilton Holding Corp Class A
:$364.25M
2.6%
3.
Aramark
:$338.86M
2.42%
4.
TransUnion
:$324.23M
2.32%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Eaton Vance Atlanta Capital SMID-Cap Fund ERSMX
Environment
Social
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