About EVCGX
Eaton Vance China Equity Fund Class A is a mutual fund focused on achieving long-term capital appreciation by investing primarily in equity securities of companies located within the Greater China region, which encompasses Mainland China, Hong Kong, and Taiwan. The fund targets firms poised to benefit from the region's ongoing economic development, investing across a broad spectrum of market capitalizations—including large, medium, and smaller companies. Its portfolio selection emphasizes attributes like strong management, financial health, historical earnings growth, and sustainable demand trends. Notably, a significant concentration is placed on leading companies such as Tencent Holdings and China Construction Bank, reflecting the fund’s orientation toward influential regional enterprises. As a non-diversified fund, it may hold a large portion of assets in a relatively small number of holdings, resulting in higher top-10 position concentrations compared to peers. Catering to investors seeking exposure to China's dynamic markets, the fund offers access to sectors like technology, financial services, consumer discretionary, and more. The fund is designed for those interested in capitalizing on the economic evolution and growth drivers specific to the China region.
Fund Family Eaton Vance
Category China Region
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol EVCGX
Share Class Class A
Index MSCI China Growth TR Index
EVCGX had a total return of -13.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.12%.
