Eaton Vance Small-Cap Fund Class R is a mutual fund focused on achieving long-term capital appreciation through investments in equity securities of small-cap companies. Managed under the guidance of Eaton Vance, which is part of Morgan Stanley Investment Management, the fund maintains a diversified portfolio primarily composed of small-cap stocks, with the flexibility to also invest in select mid-cap firms. Its investment approach is grounded in intensive fundamental research, targeting companies with strong growth prospects and experienced management teams. The fund’s strategy leverages the inefficiencies often present in the small-cap segment, aiming to capitalize on overlooked opportunities for growth. By focusing on the bottom tier of the U.S. equity market capitalization range, typically represented by the Russell 2000 Index, the fund serves as a key vehicle for accessing emerging and rapidly expanding businesses. This allocation makes it particularly relevant for investors seeking exposure to potentially high-growth but more volatile sectors within the broader equity market.
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