About EGIIX
Eaton Vance Greater India Fund Class I is an actively managed mutual fund specializing in equities across the India region. Its primary objective is long-term capital appreciation, achieved by investing mainly in securities of companies headquartered in India or surrounding countries of the Indian subcontinent. The fund maintains a flexible investment approach, targeting firms with a wide array of market capitalizations, including both large-cap leaders and smaller, emerging companies.
The portfolio predominantly comprises Indian equities, with notable allocations to sectors such as financials, consumer discretionary, information technology, and healthcare. It often features substantial exposure to leading Indian institutions and innovative businesses, benefiting from the country's political stability, robust banking system, and rich pool of scientific and technical talent. The strategy is driven by disciplined valuation methods, seeking cash-generating, shareholder-focused enterprises poised to capitalize on India's competitive global advantages.
As a non-diversified, institutional share class, it is designed for larger investors, offering access to India's dynamic and rapidly evolving economy through an actively managed, research-intensive process.
Fund Family Eaton Vance
Category India Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol EGIIX
Share Class Class I
Index MSCI India NR USD
EGIIX had a total return of 4.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.77%.
