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Morningstar

Eaton Vance Dividend Builder A EVTMX

Morningstar Analyst Rating
Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 14.17  /  0.70 %
  • Total Assets 879.6 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.90%
  • Turnover 74%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:11 PM GMT+00:00

Morningstar’s Analysis EVTMX

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.

A unique approach, but mediocre results.

Analyst

Summary

| by Anthony Thorn

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

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