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Morningstar

Eaton Vance Greater China Growth A EVCGX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 14.67  /  0.00
  • Total Assets 35.2 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category China Region
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.19%
  • Turnover 34%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis EVCGX

Will EVCGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EVCGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the EVCGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of EVCGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Eaton Vance Greater China Growth A earns a Morningstar Medalist Rating of Neutral with strength in areas such as Process offset by weaker spots such as People.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings EVCGX

More EVCGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tencent Holdings Ltd

18.70 6.3 Mil
Communication Services

PDD Holdings Inc ADR

11.32 3.8 Mil
Consumer Cyclical

China Construction Bank Corp Class H

10.73 3.6 Mil
Financial Services

NetEase Inc Ordinary Shares

6.85 2.3 Mil
Communication Services

Trip.com Group Ltd

4.62 1.6 Mil
Consumer Cyclical

China Merchants Bank Co Ltd Class H

4.53 1.5 Mil
Financial Services

Gree Electric Appliances Inc of Zhuhai Class A

3.35 1.1 Mil
Consumer Cyclical

Kweichow Moutai Co Ltd Class A

3.27 1.1 Mil
Consumer Defensive

Shenzhen Mindray Bio-Medical Electronics Co Ltd Class A

2.62 887,404
Healthcare

China Resources Beer (Holdings) Co Ltd

2.53 858,886
Consumer Defensive