ESEAX

Active

Eaton Vance Atlanta Capital Select Equity Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.05%
Annual Cost per $10K
$105.00
30-Year Fee Drag per $10K
$19,495
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-1.46%

Asset Allocation

US Equity
88%
Intl Equity
10%
Cash
2%

Fee Comparison

ESEAX
1.05%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

1% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+36.75%3Y
Compare to

Fee Impact Calculator

$
%
ESEAX at 1.05%$283,138
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$97,474
Cost vs index fund−$94,286

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Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

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ESEAXEaton Vance Atlanta Capital Select Equity Fund1.05%
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DDFIXInvesco Diversified Dividend Fund1.07%
FAGAXFidelity Advisor Growth Opportunities Fund0.74%
FDYZXFranklin Dynatech Fund0.57%
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FRISXFranklin Rising Dividends Fund0.52%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
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UBVAXUndiscovered Managers Behavioral Value Fund1.24%
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TRZQXT. Rowe Price Equity Income Fund0.53%
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POLRXPolen Growth Fund1.22%
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HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
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MVCJXMFS Mid Cap Value Fund0.74%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
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SGRAXAllspring Growth Fund1.15%
FCPVXFidelity Small Cap Value Fund1.20%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
MRERXMFS Core Equity Fund0.88%
HFMVXTHE HARTFORD MIDCAP FUND0.73%
JLVMXJPMorgan Large Cap Value Fund0.93%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
MEFAXMassMutual Mid Cap Growth Fund1.11%
WGROXWasatch Core Growth Fund1.17%
FMILXFidelity New Millennium Fund0.76%
FZAFXFidelity Advisor Equity Growth Fund0.55%
PBCJXBlue Chip Fund0.92%
LCMMXClearBridge Large Cap Growth Fund0.68%
ACSCXSmall Cap Value Fund0.73%
CCASXCONESTOGA SMALL CAP FUND1.10%
ARGFXAriel Fund1.00%
FDSVXFidelity Growth Discovery Fund0.62%
ACCLXMid Cap Value Fund0.62%
BGRUXBARON GROWTH FUND1.09%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
NBMBXNeuberger Berman Mid Cap Growth Fund1.05%
LMPFXClearBridge Growth Fund1.13%
PLVJXLargeCap Value Fund III0.94%
ASMMXInvesco Summit Fund1.23%
NICSXNicholas Fund, Inc.0.70%
FDSSXFidelity Stock Selector Fund0.49%
ACGIXInvesco Growth and Income Fund0.78%
MFRKXMFS Research Fund0.46%
JLCNXFundamental Large Cap Core Fund0.65%
LCSSXClearBridge Select Fund0.98%
PNOBXPutnam Sustainable Leaders Fund0.88%
AASRXAmerican Beacon Small Cap Value Fund0.77%
WSMRXWilliam Blair Small-Mid Cap Growth Fund0.94%
POGRXPRIMECAP Odyssey Growth Fund0.66%
AMAGXAmana Growth Fund0.61%
ANODXSmall Cap Growth Fund0.79%
ARKKARK Innovation ETF0.75%
LAAFXLORD ABBETT AFFILIATED FUND INC0.54%
PMEGXT. Rowe Price Institutional Mid-Cap Equity Growth Fund$1M min0.61%
PARWXParnassus Value Equity Fund0.88%
HCAFXTHE HARTFORD CAPITAL APPRECIATION FUND0.70%
BARUXBARON ASSET FUND1.04%
BSCUXBARON SMALL CAP FUND1.05%
NDVAXMFS New Discovery Value Fund1.46%
LAMHXLord Abbett Dividend Growth Fund0.59%
HQIAXTHE HARTFORD EQUITY INCOME FUND0.97%
LGLOXLord Abbett Growth Leaders Fund0.59%
ACFLXFocused Large Cap Value Fund1.09%
ABSZXAB Discovery Value Fund0.81%
HIADXHARTFORD DIVIDEND AND GROWTH HLS FUND0.66%
ICEQXMacquarie Core Equity Fund0.74%
HIACXHARTFORD CAPITAL APPRECIATION HLS FUND0.67%
MSCJXMercer US Small/Mid Cap Equity Fund1.00%
MTCAXMFS Technology Fund1.11%
BASAXBrown Advisory Small-Cap Growth Fund0.96%
PARMXParnassus Mid Cap Fund0.95%
JSECXJPMorgan Small Cap Equity Fund1.24%
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THLCXTHRIVENT LARGE CAP GROWTH FUND0.76%

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