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 179 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%	4.94B	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%	393.80B	May 1998	ESEIX vs VIGIX
VRGWX	Vanguard Russell 1000 Growth Index Fund Institutio...	0.05%	—	Dec 2010	ESEIX vs VRGWX

Best Risk-Adjusted Alternatives to ESEIX

ESEIX has a PortfoliosLab risk / return rank of 1. There are 412 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
VPMCX	Vanguard PRIMECAP Fund Investor Shares	91	92.00B	Nov 1984	ESEIX vs VPMCX
CHAIX	Chase Growth Fund Institutional Class	90	—	Jan 2007	ESEIX vs CHAIX
CHASX	Chase Growth Fund	89	—	Dec 1997	ESEIX vs CHASX
ONERX	One Rock Fund	89	—	Mar 2020	ESEIX vs ONERX
FCGSX	Fidelity Series Growth Company Fund	88	—	Nov 2013	ESEIX vs FCGSX

Top Performing ESEIX Alternatives (YTD)

ESEIX is at -7.10% YTD. There are 412 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.

Symbol	Name	YTD Return	AUM	Inception
ONERX	One Rock Fund	61.33%	—	Mar 2020	ESEIX vs ONERX
RYGRX	Rydex S&P 500 Pure Growth Fund	29.02%	—	Feb 2004	ESEIX vs RYGRX
IOLZX	ICON Equity Fund	28.44%	—	Oct 2002	ESEIX vs IOLZX
FUMIX	Fidelity SAI U.S. Momentum Index Fund	27.33%	—	Feb 2017	ESEIX vs FUMIX
CHASX	Chase Growth Fund	26.84%	—	Dec 1997	ESEIX vs CHASX

Lowest Volatility Alternatives to ESEIX

ESEIX has 14.60% 1-year volatility. There are 84 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
BBLIX	BBH Select Series - Large Cap Fund	6.86%	—	Sep 2019	ESEIX vs BBLIX
MEIFX	Meridian Enhanced Equity Fund	9.73%	—	Jan 2005	ESEIX vs MEIFX
MRFOX	Marshfield Concentrated Opportunity Fund	10.02%	—	Dec 2015	ESEIX vs MRFOX
AWYIX	CIBC Atlas Equity Income Fund	10.18%	—	Apr 2010	ESEIX vs AWYIX
GQEPX	GQG Partners US Select Quality Equity Fund Investo...	10.65%	—	Sep 2018	ESEIX vs GQEPX

Lowest Drawdown Alternatives to ESEIX

ESEIX has a 1-year max drawdown of -13.67%. There are 156 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
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
AQEIX	LKCM Aquinas Catholic Equity Fund	-7.02%	—	Jul 2005	ESEIX vs AQEIX
MRFOX	Marshfield Concentrated Opportunity Fund	-7.03%	—	Dec 2015	ESEIX vs MRFOX
DNVYX	Davis New York Venture Fund Class Y	-7.97%	—	Feb 1969	ESEIX vs DNVYX

Other Mutual Funds from Eaton Vance

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ETG	Eaton Vance Tax Advantaged Global Dividend Income ...	Global Equities	24	4.10%	—	Jan 2004	ESEIX vs ETG
EGRIX	Eaton Vance Global Macro Absolute Return Advantage...	Nontraditional Bonds	98	8.64%	—	Aug 2010	ESEIX vs EGRIX
EXG	Eaton Vance Tax-Managed Global Diversified Equity ...	Dividend, Global Equity Income	36	6.68%	—	Feb 2007	ESEIX vs EXG
ETY	Eaton Vance Tax Managed Diversified Equity Income ...	Large Cap Growth Equities	3	-1.65%	—	Nov 2006	ESEIX vs ETY
ESIIX	Eaton Vance Strategic Income Fund Class I	Multisector Bonds	94	2.78%	—	Apr 2009	ESEIX vs ESIIX
EIAMX	Eaton Vance Multi-Asset Credit Fund	High Yield Bonds	89	1.90%	—	Oct 2011	ESEIX vs EIAMX
EELDX	Eaton Vance Emerging Markets Debt Opportunities Fu...	Emerging Markets Bonds	98	8.49%	—	Feb 2013	ESEIX vs EELDX
EIMAX	Eaton Vance Massachusetts Municipal Income Fund	Municipal Bonds	77	1.94%	—	Jun 1993	ESEIX vs EIMAX
EIRAX	Eaton Vance Richard Bernstein All Asset Strategy F...	Tactical Allocation	53	7.87%	—	Sep 2011	ESEIX vs EIRAX
EIGMX	Eaton Vance Global Macro Absolute Return Fund	Nontraditional Bonds	99	5.42%	—	Jun 2007	ESEIX vs EIGMX

Often Compared With ESEIX

Investors most often compare ESEIX with SEEGX, IMANX, EISMX. These 20 comparison targets span 10 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	12	4.91%	—	Feb 1992	ESEIX vs SEEGX
IMANX	Iman Fund	Large Cap Growth Equities	81	19.73%	—	Jun 2000	ESEIX vs IMANX
EISMX	Eaton Vance Atlanta Capital SMID-Cap Fund	Mid Cap Growth Equities	2	1.28%	—	Apr 2002	ESEIX vs EISMX
AMRGX	American Growth Fund Series One	Large Cap Growth Equities	45	17.64%	—	Jul 1958	ESEIX vs AMRGX
BPTRX	Baron Partners Fund	Large Cap Growth Equities	67	6.99%	—	Apr 2003	ESEIX vs BPTRX
TVRIX	Guggenheim Directional Allocation Fund	Large Cap Growth Equities	63	10.73%	—	Jun 2012	ESEIX vs TVRIX
PROVX	Provident Trust Strategy Fund	Large Cap Growth Equities	40	4.71%	—	Dec 1986	ESEIX vs PROVX
GXXIX	abrdn U.S. Sustainable Leaders Fund	Large Cap Growth Equities	11	4.85%	—	Jun 2000	ESEIX vs GXXIX
ANFFX	American Funds The New Economy Fund Class F-1	Large Cap Growth Equities	80	20.02%	—	Mar 2001	ESEIX vs ANFFX
BLUEX	AMG Veritas Global Real Return Fund	Large Cap Growth Equities	1	-4.39%	—	Jan 1991	ESEIX vs BLUEX
EHSTX	Eaton Vance Large-Cap Value Fund	Large Cap Value Equities	71	15.15%	—	Sep 1931	ESEIX vs EHSTX
QQQX	Nuveen Nasdaq 100 Dynamic Overwrite Fund	Derivative Income, Options Trading, Nasdaq-100, Large Cap Growth Equities, Actively Managed	64	11.14%	—	Jan 2007	ESEIX vs QQQX
TILIX	Nuveen Large Cap Growth Index Fund R6 Class	Large Cap Growth Equities	19	5.24%	—	Oct 2002	ESEIX vs TILIX
ADX	Adams Diversified Equity Fund, Inc.	Large Cap Blend Equities	81	15.83%	—	Jan 1990	ESEIX vs ADX
VTMGX	Vanguard Developed Markets Index Fund Admiral Shar...	Foreign Large Cap Equities	54	14.29%	317.30B	Aug 1999	ESEIX vs VTMGX
EEIAX	Eaton Vance Emerging Markets Local Income Fund	Emerging Markets Bonds	68	5.67%	—	Jun 2007	ESEIX vs EEIAX
FDSSX	Fidelity Stock Selector All Cap Fund	Large Cap Growth Equities	85	16.88%	—	Sep 1990	ESEIX vs FDSSX
FOCKX	Fidelity OTC Portfolio Class K	Large Cap Growth Equities	88	26.13%	—	May 2008	ESEIX vs FOCKX
VIGAX	Vanguard Growth Index Fund Admiral Shares	Large Cap Growth Equities	24	7.71%	393.80B	Nov 2000	ESEIX vs VIGAX
FOCPX	Fidelity OTC Portfolio	Large Cap Growth Equities	88	26.07%	—	Dec 1984	ESEIX vs FOCPX

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.

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Eaton Vance Atlanta Capital Select Equity Fund (ESEIX) Alternatives