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Eaton Vance Dividend Builder I EIUTX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 13.60  /  0.87 %
  • Total Assets 808.1 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.94%
  • Turnover 57%

Morningstar’s Analysis EIUTX

Will EIUTX outperform in future?

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

A differentiated approach, but mediocre results.

Analyst Anthony Thorn

Anthony Thorn

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.

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Portfolio Holdings EIUTX

  • Current Portfolio Date
  • Equity Holdings 54
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 30.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.49
30,387,266
Consumer Defensive
3.45
30,088,848
Communication Services
3.32
28,945,219
Technology
3.30
28,731,612
Industrials
2.91
25,366,242
Energy
2.85
24,878,700
Financial Services
2.80
24,434,438
Energy
2.80
24,426,414
Healthcare
2.72
23,724,360
Technology
2.58
22,517,748
Consumer Defensive