EFGIX : Eaton Vance Focused Global Opportunities Fund Class I

EFGIX is a Allocation Market Total World with MODERATE fees.

EFGIX

Eaton Vance Focused Global Opportunities Fund Class I

FI Score

25 /100

Expense Ratio Rating

7 /10

Expense Rating

0 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

25% FI Score
  • efgix
  • Mutual Fund
  • Allocation
  • Total World

Eaton Vance Focused Global Opportunities Fund Class I

Expenses: 0.96% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. Under normal market conditions, the fund will invest (i) primarily in equity securities; (ii) at least 30% of its net assets in companies located outside of the United States, which may include emerging market countries; and (iii) in issuers located in at least five different countries (including the United States). An issuer will be considered to be located outside of the United States if it is domiciled in, derives a significant portion of its revenue from, or its primary trading venue is outside of the United States.

Largest Holdings

Amount Holding
6.26% Microsoft Corp
5.39% Amazon.com Inc
4.93% Alphabet Inc A
3.62% AIA Group Ltd
3.57% Unilever PLC
3.42% Visa Inc Class A
3.37% NextEra Energy Inc
3.04% Mondelez International Inc Class A
2.91% Novo Nordisk A/S ADR
2.86% ASML Holding NV ADR
2.85% ORIX Corp
2.83% Diageo PLC
2.76% Eli Lilly and Co
2.68% CSL Ltd
2.67% The Walt Disney Co
2.65% DCC PLC
2.41% Sanofi SA
2.40% Keyence Corp
2.40% Amadeus IT Group SA A
2.32% Zoetis Inc Class A
2.18% LVMH Moet Hennessy Louis Vuitton SE
2.09% Boston Scientific Corp
2.06% TJX Companies Inc
2.03% Schneider Electric SE
1.95% Assa Abloy

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