ESEIX Alternatives & Similar Mutual Funds

Eaton Vance Atlanta Capital Select Equity Fund (ESEIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ESEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ESEIX

ESEIX charges 0.78% annually. There are 182 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
ACIHX	American Century Growth Fund G Class	0.01%	—	Mar 2022	ESEIX vs ACIHX
SWLGX	Schwab U.S. Large-Cap Growth Index Fund	0.04%	5.10B	Dec 2017	ESEIX vs SWLGX
FSPGX	Fidelity Large Cap Growth Index Fund	0.04%	—	—	ESEIX vs FSPGX
VIGIX	Vanguard Growth Index Fund Institutional Shares	0.04%	365.00B	May 1998	ESEIX vs VIGIX
TILIX	TIAA-CREF Large-Cap Growth Index Fund	0.05%	—	Oct 2002	ESEIX vs TILIX

Best Risk-Adjusted Alternatives to ESEIX

ESEIX has a PortfoliosLab risk / return rank of 1. There are 423 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.

Symbol	Name	Risk / Return Rank	AUM	Inception
EFCNX	Emerald Insights Fund	98	—	Aug 2014	ESEIX vs EFCNX
VPMCX	Vanguard PRIMECAP Fund Investor Shares	94	82.00B	Nov 1984	ESEIX vs VPMCX
POGRX	PrimeCap Odyssey Growth Fund	93	—	Nov 2004	ESEIX vs POGRX
FOCKX	Fidelity OTC Portfolio Class K	93	—	May 2008	ESEIX vs FOCKX
FOCPX	Fidelity OTC Portfolio	92	—	Dec 1984	ESEIX vs FOCPX

Top Performing ESEIX Alternatives (YTD)

ESEIX is at -7.68% YTD. There are 421 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	61.66%	—	Mar 2020	ESEIX vs ONERX
CTCAX	Columbia Global Technology Growth Fund Class A	30.14%	—	Nov 2000	ESEIX vs CTCAX
RYGRX	Rydex S&P 500 Pure Growth Fund	28.96%	—	Feb 2004	ESEIX vs RYGRX
FOKFX	Fidelity OTC K6 Portfolio	26.86%	—	Jun 2019	ESEIX vs FOKFX
FOCKX	Fidelity OTC Portfolio Class K	26.69%	—	May 2008	ESEIX vs FOCKX

Lowest Volatility Alternatives to ESEIX

ESEIX has 13.84% 1-year volatility. There are 90 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	7.88%	—	Sep 2019	ESEIX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.26%	—	Jan 2005	ESEIX vs MEIFX
EFCNX	Emerald Insights Fund	9.29%	—	Aug 2014	ESEIX vs EFCNX
MRFOX	Marshfield Concentrated Opportunity Fund	9.78%	—	Dec 2015	ESEIX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	9.90%	—	Apr 2010	ESEIX vs AWYIX

Lowest Drawdown Alternatives to ESEIX

ESEIX has a 1-year max drawdown of -13.67%. There are 163 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
EFCNX	Emerald Insights Fund	-2.90%	—	Aug 2014	ESEIX vs EFCNX
BBLIX	BBH Select Series - Large Cap Fund	-3.63%	—	Sep 2019	ESEIX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	-4.80%	—	Jan 2005	ESEIX vs MEIFX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	-6.77%	—	Sep 2018	ESEIX vs GQEPX
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	ESEIX vs AQEIX

Other Mutual Funds from Eaton Vance

The 10 most viewed Eaton Vance mutual funds shown here include ETG, EGRIX, EXG and span 11 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	27	4.45%	—	Jan 2004	ESEIX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	97	6.50%	—	Aug 2010	ESEIX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	26	3.99%	—	Feb 2007	ESEIX vs EXG
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	86	1.46%	—	Oct 2011	ESEIX vs EIAMX
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	6	-0.16%	—	Nov 2006	ESEIX vs ETY
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	64	1.50%	—	Jun 1993	ESEIX vs EIMAX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	97	6.53%	—	Feb 2013	ESEIX vs EELDX
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	92	2.18%	—	Apr 2009	ESEIX vs ESIIX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	49	7.56%	—	Sep 2011	ESEIX vs EIRAX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	52	11.53%	—	Sep 1931	ESEIX vs EHSTX

Often Compared With ESEIX

Investors most often compare ESEIX with SEEGX, IMANX, IOLZX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SEEGX	JPMorgan Large Cap Growth Fund	Large Cap Growth Equities	18	7.14%	—	Feb 1992	ESEIX vs SEEGX
IMANX	Iman Fund	Large Cap Growth Equities	87	20.99%	—	Jun 2000	ESEIX vs IMANX
IOLZX	ICON Equity Fund	Large Cap Growth Equities	70	25.60%	—	Oct 2002	ESEIX vs IOLZX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	-1.57%	—	Apr 2002	ESEIX vs EISMX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	34	16.33%	—	Jul 1958	ESEIX vs AMRGX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	34	1.03%	—	Apr 2003	ESEIX vs BPTRX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	26	3.18%	—	Dec 1986	ESEIX vs PROVX
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	Large Cap Growth Equities	78	13.61%	—	Jan 2007	ESEIX vs QQQX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Large Cap Growth Equities, Foreign Large Cap Equities	55	15.59%	304.30B	Aug 1999	ESEIX vs VTMGX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	89	22.83%	—	Mar 2001	ESEIX vs ANFFX
FCGSX	Fidelity Series Growth Company Fund	Large Cap Growth Equities	91	23.84%	—	Nov 2013	ESEIX vs FCGSX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	76	11.62%	—	Jun 2012	ESEIX vs TVRIX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	12	5.86%	—	Jun 2000	ESEIX vs GXXIX
CHASX	Chase Growth Fund	Large Cap Growth Equities	90	25.95%	—	Dec 1997	ESEIX vs CHASX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Growth Equities	77	14.31%	—	Jan 1990	ESEIX vs ADX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	1	-5.31%	—	Jan 1991	ESEIX vs BLUEX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	57	4.01%	—	Jun 2007	ESEIX vs EEIAX
FDSSX	Fidelity Stock Selector All Cap Fund	Large Cap Growth Equities	87	15.44%	—	Sep 1990	ESEIX vs FDSSX
FGKFX	Fidelity Growth Company K6 Fund	Large Cap Growth Equities	85	24.49%	—	Jun 2019	ESEIX vs FGKFX
FSSKX	Fidelity Advisor Stock Selector All Cap Fund Class...	Large Cap Growth Equities	87	15.48%	—	May 2008	ESEIX vs FSSKX

Compare ESEIX with Any Fund or Stock

Compare ESEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair ESEIX with funds that move differently

Eaton Vance Atlanta Capital Select Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ESEIX.

Explore ESEIX Diversifiers

Eaton Vance Atlanta Capital Select Equity Fund (ESEIX) Alternatives