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Clients That Don’t Refer, Using Instagram, and Setting Client Expectations
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
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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.
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
The municipal market concluded its streak of positive returns in August, marking the...
Let’s take a look at some of the emerging risk factors of passive...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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.
Kristan Wojnar, RCC™
|
This week we have three different, but fantastic, pieces to dive into.
The municipal market concluded its streak of positive returns in August, marking the...
Let’s take a look at some of the emerging risk factors of passive...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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...
TAXATION
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
MUTUAL FUND EDUCATION
Many investors assume that changes in a mutual fund’s net asset value (NAV)...
MUTUAL FUND EDUCATION
For investors looking to add mutual funds to their portfolio, they need to...
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