3 Eaton Vance Mutual Funds to Enhance Your Portfolio

Established in 1924 as a subsidiary of Morgan Stanley Investment Management, Eaton Vance offers a variety of mutual funds to meet different investment objectives. It offers equity funds, fixed-income funds, tax-managed funds and alternative investments, including private equity, real estate and hedge funds. With a disciplined approach to investing and risk management. Its mutual funds are offered by the investment strategy and risk profile.  Therefore, all these attributes make Eaton Vance a reliable choice for investments.We have chosen three Eaton Vance mutual funds — Eaton Vance Atlanta Capital SMID-Cap Fund ERSMX, Parametric Commodity Strategy Fund EAPCX and Eaton Vance Stock Fund EAERX — that investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #1 (Strong Buy) or 2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.Eaton Vance Atlanta Capital SMID-Cap Fund invests most of its assets in small and mid-cap stocks. ERSMX advisors typically define small to mid-cap companies as those with market capitalizations within the range of companies included on the Russell 2500 Index.Charles B. Reed has been the lead manager of ERSMX since April 30, 2002. Most of the fund’s holdings were in Carlisle Companies Inc (5%), WR Berkley Corp (4.5%) and GoDaddy Inc. (3.6%) as of Sept. 30, 2024.ERSMX’s 3-year and 5-year returns are 8.6% and 10.2%, respectively. ERSMX has a Zacks Mutual Fund Rank #1 and an annual expense ratio of 1.37%.To see how this fund performed compared to its category, and other 1 and 2 Ranked Mutual Funds, please click here.Parametric Commodity Strategy Fund invests in commodity-linked derivative instruments such as commodity index-linked swap agreements, futures and commodity-linked notes backed by fixed-income securities, including U.S. Treasury securities and money market instruments.Gregory J. Liebl has been the lead manager of EAPCX since May 1, 2018. Most of the fund’s holdings were in short-term investments (83.2%), Others (11%) and SPDR Gold MiniShares (5.8%) as of Sept. 30, 2024.EAPCX’s 3-year and 5-year annualized returns are 6.1% and 13.6%, respectively. EAPCX has a Zacks Mutual Fund Rank #1 and an annual expense ratio of 0.90%.Eaton Vance Stock Fund invests most of its assets in common stocks. EAERX advisors also choose to invest in foreign securities from companies in both developed and emerging markets.Charles B. Gaffney has been the lead manager of EAERX since Nov. 1, 2007. Most of the fund’s holdings were in Microsoft Corp (7.8%), Apple Inc. (7.5%) and NVIDIA Corp (6.8%) as of Sept. 30, 2024.EAERX’s 3-year and 5-year returns are 14.2% and 14.9%, respectively. EAERX has a Zacks Mutual Fund Rank #2 and an annual expense ratio of 0.98%.Want key mutual fund info delivered straight to your inbox?Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>Just Released: Zacks Top 10 Stocks for 2025Hurry – you can still get in early on our 10 top tickers for 2025. Handpicked by Zacks Director of Research Sheraz Mian, this portfolio has been stunningly and consistently successful. From inception in 2012 through November, 2024, the Zacks Top 10 Stocks gained +2,112.6%, more than QUADRUPLING the S&P 500’s +475.6%. Sheraz has combed through 4,400 companies covered by the Zacks Rank and handpicked the best 10 to buy and hold in 2025. You can still be among the first to see these just-released stocks with enormous potential. See New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (ERSMX): Fund Analysis Report Get Your Free (EAERX): Fund Analysis Report Get Your Free (EAPCX): Fund Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks