Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust · 65 lines · as of Mar 31, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Eaton Vance Small-Cap Fund |
|---|---|
| CSW Industrials Inc | 3.34 % |
| Community Financial System Inc | 2.90 % |
| Franklin Electric Co Inc | 2.83 % |
| SOUTHSTATE BANK CORP | 2.78 % |
| Dorman Products Inc | 2.73 % |
| Valvoline Inc | 2.72 % |
| Essential Properties Realty Trust Inc | 2.64 % |
| IDACORP Inc | 2.60 % |
| Aramark | 2.59 % |
| Donaldson Co Inc | 2.58 % |
| Diodes Inc | 2.58 % |
| US Physical Therapy Inc | 2.30 % |
| Wyndham Hotels & Resorts Inc | 2.25 % |
| Old National Bancorp/IN | 2.21 % |
| ESCO Technologies Inc | 2.10 % |
| Commerce Bancshares Inc/MO | 2.08 % |
| Quaker Chemical Corp | 1.97 % |
| A O Smith Corp | 1.96 % |
| Balchem Corp | 1.95 % |
| Core & Main Inc | 1.94 % |
| Post Holdings Inc | 1.86 % |
| AZZ Inc | 1.85 % |
| AptarGroup Inc | 1.82 % |
| EastGroup Properties Inc | 1.80 % |
| Hamilton Insurance Group Ltd | 1.76 % |
| Stifel Financial Corp | 1.75 % |
| Hayward Holdings Inc | 1.64 % |
| Badger Meter Inc | 1.62 % |
| Terreno Realty Corp | 1.54 % |
| First American Financial Corp | 1.53 % |
1 funds, 65 lines read.