Eaton Vance Special Equities Fund

Eaton Vance Special Equities Fund is a registered fund series of Eaton Vance Special Investment Trust (series S000005214). Net assets $50.6M as of 2023-06-30.

Profile

Advisers

Top holdings (69 reported)

Showing 15 of 69 holdings by value.

HoldingTickerValue% of fund
CBIZ Inc$1.5M304.90%
Rentokil Initial PLC$1.5M290.26%
Valvoline Inc$1.5M289.32%
Chemed Corp$1.4M278.48%
Cooper Cos Inc/The$1.3M262.78%
Fair Isaac Corp$1.3M247.57%
Dorman Products Inc$1.2M229.53%
Wyndham Hotels & Resorts Inc$1.1M221.92%
AZEK Co Inc/The$1.1M220.17%
Equity LifeStyle Properties Inc$1.1M213.67%
Core & Main Inc$1.1M210.60%
Ryan Specialty Holdings Inc$1.1M208.74%
RLI Corp$1.0M205.90%
Middleby Corp/The$1.0M203.16%
EastGroup Properties Inc$1.0M202.19%

Net asset history

Report dateNet assets
2023-06-30$50.6M
2023-03-31$50.3M
2022-12-31$52.0M
2022-09-30$48.4M
2022-06-30$51.4M
2022-03-31$62.3M
2021-12-31$71.5M
2021-09-30$64.8M

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