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Morningstar

Eaton Vance Dividend Builder C ECTMX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 16.01  /  +0.13 %
  • Total Assets 850.1 Mil
  • Adj. Expense Ratio
    1.760%
  • Expense Ratio 1.760%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.86%
  • Turnover 49%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ECTMX

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

  • People Pillar

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

A differentiated approach, but mediocre results.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

Eaton Vance Dividend Builder’s unique approach combines two types of dividend-paying stocks as well as non-dividend payers, but the results have been middling.

by Tony Thorn
Rated on Published on

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Portfolio Holdings ECTMX

More ECTMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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JPMorgan Chase & Co

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Financial Services

Chevron Corp

3.48 31.1 Mil
Energy

AbbVie Inc

3.15 28.2 Mil
Healthcare

Broadcom Inc

3.02 27.0 Mil
Technology

American Financial Group Inc

2.52 22.6 Mil
Financial Services

Truist Financial Corp

2.43 21.8 Mil
Financial Services

Lam Research Corp

2.37 21.2 Mil
Technology

EOG Resources Inc

2.36 21.1 Mil
Energy

Automatic Data Processing Inc

2.26 20.2 Mil
Industrials