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Morningstar

Eaton Vance Global Income Builder R EDIRX

Morningstar Analyst Rating
Quantitative rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 9.65  /  0.72 %
  • Total Assets 231.9 Mil
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.420%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Global Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Status Open
  • TTM Yield 3.12%
  • Turnover 59%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis EDIRX

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

People Pillar

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

Summary

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A sound investment process and strong management team underpin Eaton Vance Global Income Builder R's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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