Eaton Vance Global Income Builder’s wanting equity team and risky asset mix provide a shaky foundation. Most share classes retain a Morningstar Analyst Rating of Negative, but the cheapest share class and exchange-traded fund are rated Neutral.
Eaton Vance Global Income Builder I EDIIX
NAV / 1-Day Return
11.16
/
0.09
%
Total Assets
306.2 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.920%
Expense Ratio
0.920%
Fee Level
Above Average
Longest Manager Tenure
9.71
years
Category
World Allocation
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
—Status
Open
TTM Yield
3.06%
Turnover
60%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will EDIIX 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 EDIIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the EDIIX 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 EDIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Investors are better off elsewhere.
