Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund

 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Christine F. Heim, Managing Director


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | ECTMX Insights | ECTMX Score | ECTMX Performance | ECTMX Manager | ECTMX News | ECTMX Allocation | ECTMX Holdings Change

Mutual Fund Insights: Eaton Vance Dividend Builder C Fund (ECTMX)

In-depth Analysis of Eaton Vance Dividend Builder C Fund (ECTMX)

Mutual fund chart: Eaton Vance Dividend Builder C Fund (ECTMX)

3 months
6 months
1 year
3 year
5 year

See Eaton Vance Dividend Builder C Fund (ECTMX) performance details as of February 28, 2010

  

    Last Trade: $9.69 on 3/19/2010, Change: -0.06 (-0.62%)
Experiment our closing price forecasting tool for Eaton Vance Dividend Builder C Fund (ECTMX) (alpha release)

  

Fund Manager - Charles A. Gaffney

Fund Manager Tenure: 2.6 years
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
Charles A. Gaffney joined Eaton Vance in 2003 as an equity analyst. Charles A. Gaffney now serves as a Vice President, Director of Equity Research, and a member of the Equity Strategy Committee. From 1997 to 2003, Charles A. Gaffney was a sector portfolio manager and a senior equity analyst at Brown Borthers Harriman. Gaffney began his career at Morgan Stanley Dean Witter.  Get more insights on Charles A. Gaffney

  

What we like about Eaton Vance Dividend Builder C Fund (ECTMX) What we like about Eaton Vance Dividend Builder C Fund (ECTMX)

Data for Eaton Vance Dividend Builder C Fund (ECTMX) as of February 28, 2010

  • Eaton Vance Dividend Builder C Fund (ECTMX) has good mid-term performance (3-year return -7.00% vs -5.77 % Large Blend category average)
  • Eaton Vance Dividend Builder C Fund (ECTMX) has good Long-term performance (5-year return 3.90% vs 0.31 % Large Blend category average)
  • Eaton Vance Dividend Builder C Fund (ECTMX) ratio of up-years vs down years is greater than 2
  • Eaton Vance Dividend Builder C Fund (ECTMX) has a Morningstar rating of 4 and above
  • Eaton Vance Dividend Builder C Fund (ECTMX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.52, lower than category average of 20.62

  

What we are cautious about Eaton Vance Dividend Builder C Fund (ECTMX) What we are cautious about Eaton Vance Dividend Builder C Fund (ECTMX)

Data for Eaton Vance Dividend Builder C Fund (ECTMX) as of February 28, 2010

  • Eaton Vance Dividend Builder C Fund (ECTMX) management has been with Eaton Vance Dividend Builder C Fund for only 2.6 years, it is hard to judge manager's ability based on this fund's operation record
  • Eaton Vance Dividend Builder C Fund (ECTMX) has a less-than-ideal short-term performance (1-year return 34.74% vs 53.54 % Large Blend category average)
  • Eaton Vance Dividend Builder C Fund (ECTMX) is less safe compared to its Large Blend peers
  • Eaton Vance Dividend Builder C Fund (ECTMX) has an annual stock turnover rate of 152.00% that is higher than the Large Blend average of 79.86%. This could mean Eaton Vance Dividend Builder C is more nimble, but also signal potential high tax impact and high trading fees
  • Eaton Vance Dividend Builder C Fund (ECTMX) does not have a good risk adjusted return as its 3-year Alpha of -1.73 is worse than category average of 0.06, and its 3-year Sharpe ratio is -0.34
  • Eaton Vance Dividend Builder C Fund (ECTMX) has a higher management fee of 1.94% than its Large Blend average of 1.11%
  • Eaton Vance Dividend Builder C Fund (ECTMX) carries a 1% load
See Eaton Vance Dividend Builder C Fund (ECTMX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Large Blend category?

Below are some additional Large Blend mutual funds generated out of our database

  

Eaton Vance Dividend Builder C Fund (ECTMX) Net Asset

Track net asset change of Eaton Vance Dividend Builder C fund (ECTMX)

DateNet Asset
02/2010$1.40B
01/2010$207.66M
11/2009$217.09M
More historic net asset information on Eaton Vance Dividend Builder C Fund (ECTMX)

  

Eaton Vance Dividend Builder C Fund (ECTMX) Portfolio Allocation

Track portfolio allocation change of Eaton Vance Dividend Builder C fund (ECTMX)

DateCashStockBondOther
09/20091.45%98.55%0%0%
06/20090.46%99.54%0%0%
03/20094.32%95.68%0%0%
Click here to see more historic asset allocation information on Eaton Vance Dividend Builder C Fund (ECTMX)

  

Most Recent Top 10 Holdings in Eaton Vance Dividend Builder C Fund (ECTMX)

Discover what Eaton Vance Dividend Builder C Fund (ECTMX) manager is buying

30-Sep-09
Teva Pharmaceutical Industries [2.16%]
BK OF AMERICA CP [2.14%]
INTL BUSINESS MACH [2.13%]
Vodafone Group Plc [2.12%]
Teton Energy Corporation [1.97%]
PRUDENTIAL FINCL INC [1.97%]
HEWLETT PACKARD CO [1.94%]
ANNALY CAPITAL MANAG [1.86%]
WELLS FARGO & CO NEW [1.85%]
AT&T INC. [1.83%]

30-Jun-09
Teva Pharmaceutical Industries [2.35%]
VODAFONE GRP PLC ADS [2.34%]
INTL BUSINESS MACH [2.07%]
BECTON DICKINSON CO [1.96%]
QUALCOMM Incorporated [1.9%]
Intel Corporation [1.89%]
TETON ENERGY NEW [1.88%]
AT&T INC. [1.88%]
BHP BILLITON LIMITED [1.88%]
VERIZON COMMUN [1.88%]

31-Mar-09
Wal-Mart Stores, Inc. [2.93%]
Exxon Mobil Corp. [2.75%]
Koninkijke KPN Nv [2.56%]
Verizon Communications Inc [2.52%]
AT&T Inc [2.4%]
Nestle [2.39%]
Kroger Co. [2.39%]
Fresenius Medical Care Corporation [2.36%]
Chevron Corporation [2.33%]

Click here for Stock Holding Change Map in Eaton Vance Dividend Builder C Fund (ECTMX)

  

Related books and products to Eaton Vance Dividend Builder C Fund (ECTMX)

  

Latest News on Eaton Vance Dividend Builder C (ECTMX)

See what is happening with Eaton Vance Dividend Builder C Fund (ECTMX)

 

Books and Resources

 

 

See more information on Eaton Vance Dividend Builder C Fund (ECTMX)