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Unleashing the Potential: Fixed Income for Stock-like Returns
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
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% |
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% | - |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
Aaron Levitt
|
With their natural inflation protection, high yields and tax-free status, tobacco bonds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
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% |
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% | - |
Receive email updates about best performers, news, CE accredited webcasts and more.
Aaron Levitt
|
With bond prices low and yields high, fixed income investments could be very...
Aaron Levitt
|
Fund flows into active ETFs underscore how popular the vehicle is for investors...
Aaron Levitt
|
With their natural inflation protection, high yields and tax-free status, tobacco bonds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
Receive email updates about best performers, news, CE accredited webcasts and more.
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