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Eaton Vance Dividend Builder C ECTMX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 14.06  /  0.43 %
  • Total Assets 819.4 Mil
  • Adj. Expense Ratio
    1.750%
  • Expense Ratio 1.750%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.14%
  • Turnover 57%

Morningstar’s Analysis ECTMX

Will ECTMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A unique approach, but mediocre results.

Analyst Anthony Thorn

Anthony Thorn

Analyst

Summary

Eaton Vance Dividend Builder’s mixed approach and middling results warrant a maintained Morningstar Analyst Rating of Neutral.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ECTMX

  • Current Portfolio Date
  • Equity Holdings 51
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.17
44,050,944
Technology
3.63
30,943,269
Consumer Defensive
3.26
27,713,763
Communication Services
3.00
25,561,200
Technology
2.90
24,677,896
Healthcare
2.87
24,410,358
Healthcare
2.80
23,848,000
Industrials
2.74
23,324,940
Consumer Defensive
2.64
22,484,848
Healthcare
2.56
21,772,800
Financial Services