Mutual Fund Insights: Eaton Vance Greater China Growth A Fund (EVCGX)

In-depth Analysis of Eaton Vance Greater China Growth A Fund (EVCGX)

3 months 6 months 1 year 3 year 5 year

See Eaton Vance Greater China Growth A Fund (EVCGX) performance details as of January 31, 2010

  

Last Trade: $21.71 on 3/12/2010, Change: -0.19 (-0.87%)

  

Fund Manager - Pamela . Chan

Fund Manager Tenure: 8.0 years
Fundmojo Fund Grade: C (Score: 0.51)     (What does this score mean?)

Pamela Chan, Director, was educated at Mills College in Oakland, California. She was an investment executive for Jardine Fleming from 1982 to 1984 before moving to Australia where she worked as a Fund Manager for Rothschild and Aetna. She joined Sun Life Assurance Society Plc in the UK in 1987 where she was the head of South Asian Equities. She joined Lloyd George Management in Hong Kong in April 1994 and manages Asian regional accounts for institutional clients and the Siam Recovery Fund.  Get more insights on Pamela . Chan

  

 What we like about Eaton Vance Greater China Growth A Fund (EVCGX)

Data for Eaton Vance Greater China Growth A Fund (EVCGX) as of January 31, 2010

• Eaton Vance Greater China Growth A Fund (EVCGX) management has been with Eaton Vance Greater China Growth A Fund for 8.0 years
• Eaton Vance Greater China Growth A Fund (EVCGX) has good mid-term performance (3-year return 3.93% vs 3.11% Pacific/Asia ex-Japan Stk category average)
• Eaton Vance Greater China Growth A Fund (EVCGX) has good Long-term performance (5-year return 14.45% vs 13.11% Pacific/Asia ex-Japan Stk category average)
• Eaton Vance Greater China Growth A Fund (EVCGX) ratio of up-years vs down years is greater than 2
• Eaton Vance Greater China Growth A Fund (EVCGX) has an annual stock turnover rate of 62.00% vs Pacific/Asia ex-Japan Stk average of 87.64%. It is good that Eaton Vance Greater China Growth A management does not trade extensively for its return.
• Eaton Vance Greater China Growth A Fund (EVCGX) is less volatile than its peers as it has a 3-year Standard Deviation of 33.53, lower than category average of 34.72

  

 What we are cautious about Eaton Vance Greater China Growth A Fund (EVCGX)

Data for Eaton Vance Greater China Growth A Fund (EVCGX) as of January 31, 2010

• Eaton Vance Greater China Growth A Fund is a focused fund with 30.10% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Eaton Vance Greater China Growth A Fund (EVCGX) has a less-than-ideal short-term performance (1-year return 60.38% vs 73.41% Pacific/Asia ex-Japan Stk category average)
• Eaton Vance Greater China Growth A Fund (EVCGX) has a Morningstar rating of 3 and below
• Eaton Vance Greater China Growth A Fund (EVCGX) is less safe compared to its Pacific/Asia ex-Japan Stk peers
• Eaton Vance Greater China Growth A Fund (EVCGX) does not have a good risk adjusted return as its 3-year Alpha of 15.42 is worse than category average of 15.74, and its 3-year Sharpe ratio is 0.22
• Eaton Vance Greater China Growth A Fund (EVCGX) has a higher management fee of 2.32% than its Pacific/Asia ex-Japan Stk average of 1.99%
• Eaton Vance Greater China Growth A Fund (EVCGX) carries a 5.75% load

See Eaton Vance Greater China Growth A Fund (EVCGX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Pacific/Asia ex-Japan Stk category?

Below are some additional Pacific/Asia ex-Japan Stk mutual funds generated out of our database

• Dreyfus Greater China A (DPCAX)    [ Compare with Eaton Vance Greater China Growth A Fund (EVCGX) ]
• Matthews China (MCHFX)    [ Compare with Eaton Vance Greater China Growth A Fund (EVCGX) ]
• AIM China I (IACFX)    [ Compare with Eaton Vance Greater China Growth A Fund (EVCGX) ]
• See top fund managers for Pacific/Asia ex-Japan Stk Category Funds
• Browse other funds in Pacific/Asia ex-Japan Stk Category

  

Eaton Vance Greater China Growth A Fund (EVCGX) Net Asset

Track net asset change of Eaton Vance Greater China Growth A fund (EVCGX)

Date	Net Asset
01/2010	$161.28M
11/2009	$173.78M
10/2009	$166.65M

More historic net asset information on Eaton Vance Greater China Growth A Fund (EVCGX)

  

Eaton Vance Greater China Growth A Fund (EVCGX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance Greater China Growth A fund (EVCGX)

Date	Cash	Stock	Bond	Other
09/2009	1.14%	98.86%	0%	0%
06/2009	5.31%	94.69%	0%	0%
03/2009	2.28%	97.72%	0%	0%

Click here to see more historic asset allocation information on Eaton Vance Greater China Growth A Fund (EVCGX)

  

Most Recent Top 10 Holdings in Eaton Vance Greater China Growth A Fund (EVCGX)

Discover what Eaton Vance Greater China Growth A Fund (EVCGX) manager is buying

30-Sep-09 China Construction Bank Corporation [3.75%] China Mobile Ltd. [3.73%] China Life Insurance Company, Ltd. [3.31%] Taiwan Semiconductor Manufacturing [3.2%] Bank of China Ltd [3%] Tencent Hldgs Limi [2.95%] Industrial And Commercial Bank Of China Limited [2.83%] Hon Hai Precision Ind. Co., Ltd. [2.74%] China Shenhua Energy Company Limited [2.33%] NetEase.com, Inc. [2.26%]

30-Jun-09 China Mobile Ltd. [6.62%] China Construction Bank Corporation [4.11%] Taiwan Semiconductor Manufacturing [3.91%] China Life Insurance Company, Ltd. [3.18%] Industrial And Commercial Bank Of China Limited [3.17%] Bank of China Ltd [3.06%] Tencent Holdings Ltd. [2.85%] Chunghwa Telecom Company, Ltd. [2.53%] China Shenhua Energy Company Limited [2.26%] Cheung Kong Holdings, Ltd. [2.16%]

31-Mar-09 China Mobile Ltd. [8.14%] Taiwan Semiconductor Manufacturing [5.13%] China Life Insurance Company, Ltd. [4.49%] Chunghwa Telecom Company, Ltd. [3.31%] China Construction Bank Corporation [3.28%] Industrial & Commercial Bank of China [2.87%] Tencent Holdings Ltd. [2.77%] Huabao International Holdings Ltd. [2.71%] Cheung Kong Holdings, Ltd. [2.51%] CNOOC, Ltd. [2.35%]

Click here for Stock Holding Change Map in Eaton Vance Greater China Growth A Fund (EVCGX)

  

Related books and products to Eaton Vance Greater China Growth A Fund (EVCGX)

  

Latest News on Eaton Vance Greater China Growth A (EVCGX)

See what is happening with Eaton Vance Greater China Growth A Fund (EVCGX)

Yahoo! Finance: RSS feed not found See more news on Eaton Vance Greater China Growth A Fund (EVCGX)

 

Books and Resources

 

 

See more information on Eaton Vance Greater China Growth A Fund (EVCGX)

• Eaton Vance Greater China Growth A Fund Insights
• Eaton Vance Greater China Growth A Fund Performance Data
• Eaton Vance Greater China Growth A Fund News
• Eaton Vance Greater China Growth A Fund Score Explaination
• Eaton Vance Greater China Growth A Fund Manager Information
• Historic Eaton Vance Greater China Growth A Fund Asset Allocation Report
• Historic Eaton Vance Greater China Growth A Fund Top 10 Holding Tracking
• Historic Eaton Vance Greater China Growth A Fund Asset Under Management Tracking