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Morningstar

Eaton Vance Greater India A ETGIX

Morningstar Analyst Rating
Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 30.29  /  0.43 %
  • Total Assets 184.7 Mil
  • Adj. Expense Ratio
    1.540%
  • Expense Ratio 1.490%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category India Equity
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 2.06%
  • Turnover 33%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 12:49 AM GMT+00:00

Morningstar’s Analysis ETGIX

Will ETGIX 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 ETGIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ETGIX 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 ETGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Eaton Vance Greater India A's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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