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The Muni Market is Becoming More Concentrated
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
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.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
Justin Kuepper
|
In this article, we'll examine these findings and what they mean for the...
Justin Kuepper
|
Let's look at what sets impact investments apart and why they're a good...
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.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
Justin Kuepper
|
In this article, we'll examine these findings and what they mean for the...
Justin Kuepper
|
Let's look at what sets impact investments apart and why they're a good...
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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