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Quick Guide to Eaton Vance Dividend Builder A Fund (EVTMX)

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Eaton Vance Dividend Builder A ( EVTMX ) a Zacks Ranked #2 (Buy) seeks to provide a high level of total return, consisting of capital appreciation and relatively predictable income. EVTMX pursues its objective by investing in utilities portfolio. EVTMX seeks high total return consistent with prudent management and preservation of capital, investing principally in dividend-paying common stocks and dividend-paying or interest-bearing securities that are convertible into common stock. EVTMX offers dividends monthly. Capital gains, if any, are distributed annually.

This Mid Blend fund, as of the last filing, allocates their fund in three major groups; Large Value, Large Growth, Foreign Bond. Further, as of the last filing, APPLE INC, GENERAL ELECTRIC CO and MICROSOFT CORP were the top holdings for EVTMX.

The Eaton Vance Dividend Builder A fund, managed by Eaton Vance , carries an expense ratio of 1.03. Moreover, EVTMX requires a minimal initial investment of $1,000.

EVTMX has a history of strong positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benchmarks; 1 year 1%, 3 year 12.59%, and 5 year 13.68%. To see how this fund performed compared in its category, please click here .

EVTMX's performance, as of the last filing, when compared to funds in its category was in the top 9% in 1 year, top 16% over the past 3 years, and in the 18% over the past 5 years.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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