Eaton Vance Dividend Builder’s mixed approach and results, plus a pending parent company merger keep its Morningstar Analyst Rating at Neutral.
Eaton Vance Dividend Builder A EVTMX
NAV / 1-Day Return
17.08
/
0.47
%
Total Assets
922.5 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.
1.010%
Expense Ratio
1.010%
Fee Level
Below Average
Longest Manager Tenure
13.54
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
1,000
Status
Open
TTM Yield
1.53%
Turnover
55%
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 EVTMX 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 EVTMX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the EVTMX 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 EVTMX’s parent organization’s priorities and whether they’re in line with investors’ interests.
New parent pending.
