Fund of the Week: Eaton Vance Greater India (ETGIX)

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.
Not interested

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience

Channels

Charles Schwab IMPACT 2019 Channel

Find the latest content and information here about the 2019 Charles Schwab Impact Conference.

Screener
Funds
Categories

18 Most Popular Mutual Fund Categories

Canada Equity Funds Global Equity Funds Micro-Cap Equity Funds Precious Metals Equity Funds Water Equity Funds
Consumer Staples Funds US Funds China Funds Israel Funds Retirement Income Funds
Bear Market Strategy Funds Market Neutral Funds Alternative Funds Commodity Funds
Currency Funds Mortgage-Backed Securities Funds High Yield Municipal Bond Funds Money Market Funds

View All Categories

Fund Companies

15 Most Popular Fund Companies

Vanguard Fidelity Investments American Funds T. Rowe Price
JPMorgan BlackRock Dimensional Fund Advisors Franklin Templeton
PIMCO Goldman Sachs Federated MFS
Charles Schwab John Hancock Invesco

View All Fund Companies

15 Most Popular Fund Company Quick Screens

Vanguard Index Funds Vanguard Retirement Funds Vanguard Money Market Funds Fidelity Index Funds
Fidelity Money Market Funds Fidelity Blue Chip Growth Equity Funds American Balanced Funds T. Rowe Price Blue Chip Growth Equity Funds
Blackrock Global Allocation Funds Franklin Income Funds PIMCO Income Funds Charles Schwab Index Funds
Charles Schwab Money Market Funds Invesco Real Estate Funds Matthews Asia International Funds

View All Fund Company Quick Screens

Articles

Articles

Mutual Fund Education Index Fund Center Domestic Stock Funds International and Global Stock Funds Target-Date Funds
Fixed-Income Funds Asset Allocation Specialized Funds Enhanced Index Funds Actively Managed Funds
No-Load Funds Bond Funds Equity Funds Hybrid Funds Resources For Mutual Fund Investors
Q&As and Interviews Lighter Side: Quizzes and More Taxation Expert Analysis and Commentary News
Advisors

Advisor Access

Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.

Practice Management

Content focused on helping financial advisors build successful client relationships and grow their business.

Portfolio Management

Content geared towards helping financial advisors build better client portfolios.

Expert Opinion

Get insights on the industry trends and investment news from leading fund managers and experts.

Advisor Access
You have successfully subscribed to Advisor Access. Thank you!
Help us personalize your experience.
Which type of investor describes you best?
Help us personalize your experience.
What is your AUM?
Knowing your investable assets will help us build and prioritize features that will suit your investment needs.

Congratulations on personalizing your experience.

Email is verified. Thank you!

Fund of the Week: Eaton Vance Greater India (ETGIX)

Shauna O'Brien

|

Business news and graphs
As India-based stocks rally, we have chosen the Eaton Vance Greater India (ETGIX) as the fund of the week.

Inside the Fund

The fund was launched in 1994 and is managed by Rishikesh Patel. Currently, it has about $305.3 million in assets under management (AUM).

The Eaton Vance Greater India fund is comprised primarily of large and giant sized companies in the financial services, consumer cyclical, technology and consumer defensive sectors.

Historical Performance

2010 2011 2012 2013 2014
20.81% -38.80% 28.83% -10.04% 39.28%
Eaton Vance Greater India’s Largest Holdings

Nearly 30% of the fund’s portfolio is comprised of its top five holdings. YTD, the fund is up about 10%.

Symbol Stock Portfolio Weight 2015 Performance
IBN ICICI Bank Ltd 6.64% -
NSE: HDFC Housing Development Finance Corp Ltd 6.20% +9%
HDB HDFC Bank Ltd 6.16% +11%
NSE: ITC ITC Ltd 5.47% +5%
NSE: TCS Tata Consultancy Services Ltd 4.81% -

The Bottom Line

This fund is a great way for investors to gain exposure to India. For more information on emerging market funds, check out Beginner’s Guide to Emerging Market Mutual Funds.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Read Next

Business news and graphs

Fund of the Week: Eaton Vance Greater India (ETGIX)

Shauna O'Brien

|

As India-based stocks rally, we have chosen the Eaton Vance Greater India (ETGIX) as the fund of the week.

Inside the Fund

The fund was launched in 1994 and is managed by Rishikesh Patel. Currently, it has about $305.3 million in assets under management (AUM).

The Eaton Vance Greater India fund is comprised primarily of large and giant sized companies in the financial services, consumer cyclical, technology and consumer defensive sectors.

Historical Performance

2010 2011 2012 2013 2014
20.81% -38.80% 28.83% -10.04% 39.28%
Eaton Vance Greater India’s Largest Holdings

Nearly 30% of the fund’s portfolio is comprised of its top five holdings. YTD, the fund is up about 10%.

Symbol Stock Portfolio Weight 2015 Performance
IBN ICICI Bank Ltd 6.64% -
NSE: HDFC Housing Development Finance Corp Ltd 6.20% +9%
HDB HDFC Bank Ltd 6.16% +11%
NSE: ITC ITC Ltd 5.47% +5%
NSE: TCS Tata Consultancy Services Ltd 4.81% -

The Bottom Line

This fund is a great way for investors to gain exposure to India. For more information on emerging market funds, check out Beginner’s Guide to Emerging Market Mutual Funds.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Read Next

Advertisement

×

Wait! Do you know all the important aspects of mutual funds?

×

Free Advisor Access newsletter emailed to you.

Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.

X