Eaton Vance Small-Cap Fund

Eaton Vance Small-Cap Fund is a registered fund series of Eaton Vance Special Investment Trust (series S000005222). Net assets $124.8M as of 2026-03-31.

Profile

Advisers

Top holdings (66 reported)

Showing 15 of 66 holdings by value.

HoldingTickerValue% of fund
CSW Industrials Inc$4.2M333.98%
Community Financial System Inc$3.6M290.34%
Franklin Electric Co Inc$3.5M282.79%
SOUTHSTATE BANK CORP$3.5M277.86%
Dorman Products Inc$3.4M273.32%
Valvoline Inc$3.4M272.12%
Essential Properties Realty Trust Inc$3.3M263.57%
IDACORP Inc$3.2M260.12%
Aramark$3.2M258.76%
Donaldson Co Inc$3.2M258.02%
Diodes Inc$3.2M257.91%
Morgan Stanley & Co. LLC$3.0M237.09%
US Physical Therapy Inc$2.9M229.64%
Wyndham Hotels & Resorts Inc$2.8M224.94%
Old National Bancorp/IN$2.8M220.71%

Net asset history

Report dateNet assets
2026-03-31$124.8M
2025-12-31$140.2M
2025-09-30$159.6M
2025-06-30$177.5M
2025-03-31$176.6M
2024-12-31$170.7M
2024-09-30$170.9M
2024-06-30$155.4M

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