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Eaton Vance Dividend Builder A (EVTMX) Fund Ranking and Research

Ranking, Research and Recommendation of Eaton Vance Dividend Builder A (EVTMX) Fund

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Graph of Eaton Vance Dividend Builder A Fund (EVTMX) ManagerFund Manager - Charles B. Gaffney

Fund Manager Information

Fund Manager Tenure: 12.7 years
Fund Family: Eaton Vance
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.67)     (What does this score mean?)
Charles Gaffney, Vice President of BMR. Gaffney joined Eaton Vance in 2003 as an equity analyst. He now serves as a Vice President, Director of Equity Research, and a member of the Equity Strategy Committee. From 1997 to 2003, he 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 B. Gaffney

 

Graph of Eaton Vance Dividend Builder A Fund (EVTMX) ProfileEaton Vance Dividend Builder A Fund (EVTMX) Profile

Fund Profile and Description

Eaton Vance Dividend Builder A Fund seeks total return. Eaton Vance Dividend Builder A Fund normally invests at least 80% of net assets in dividend-paying common stocks and dividend-paying or interest-bearing securities that are convertible into common stock. It may also invest up to 20% of net assets in fixed-income securities (including up to 10% of net assets in lower rated fixed-income securities).

 

Eaton Vance Dividend Builder A (EVTMX) Fund Strength What we like about Eaton Vance Dividend Builder A (EVTMX) Fund

Data for Eaton Vance Dividend Builder A Fund (EVTMX) as of May 30, 2016

  • Eaton Vance Dividend Builder A Fund (EVTMX) management has been with Eaton Vance Dividend Builder A Fund for 12.7 years
  • Eaton Vance Dividend Builder A Fund (EVTMX) has good short-term performance (1-year return -0.07% vs -1.15% Large Blend category median performance)
  • Eaton Vance Dividend Builder A Fund (EVTMX) has good mid-term performance (3-year return 9.46% vs 9.43% Large Blend category median performance)
  • Eaton Vance Dividend Builder A Fund (EVTMX) ratio of up-years vs down years is greater than 2
  • Eaton Vance Dividend Builder A Fund (EVTMX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.69, lower than category average of 11.67

Eaton Vance Dividend Builder A Fund (EVTMX) Weakness What we are cautious about Eaton Vance Dividend Builder A (EVTMX) Fund

Data for Eaton Vance Dividend Builder A Fund (EVTMX) as of May 30, 2016

  • Eaton Vance Dividend Builder A Fund (EVTMX) has a less-than-ideal Long-term performance (5-year return 9.96% vs 10.15% Large Blend category median performance)
  • Eaton Vance Dividend Builder A Fund (EVTMX) has a Morningstar rating of 3 and below
  • Eaton Vance Dividend Builder A Fund (EVTMX) has an annual stock turnover rate of 99.00% that is higher than the Large Blend average of 53.12%. This could mean Eaton Vance Dividend Builder A is more nimble, but also signal potential high tax impact and high trading fees
  • Eaton Vance Dividend Builder A Fund (EVTMX) has a higher expense ratio of 1.04% than its Large Blend average of 1.02%
  • Eaton Vance Dividend Builder A Fund (EVTMX) carries a 5.75% load
See Eaton Vance Dividend Builder A Fund (EVTMX) performance details as of May 30, 2016

 

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Compare Eaton Vance Dividend Builder A Fund (EVTMX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Eaton Vance Dividend Builder A3.10-0.079.469.96
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Eaton Vance Dividend Builder A Fund (EVTMX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Eaton Vance Dividend Builder A Fund (EVTMX) Net Asset TrackingEaton Vance Dividend Builder A (EVTMX) Fund Net Asset

Track net asset change of Eaton Vance Dividend Builder A fund (EVTMX)

DateNet Asset
05/2016$969.47M
03/2016$978.77M
02/2016$935.70M
More historic net asset information on Eaton Vance Dividend Builder A Fund (EVTMX)

  

Graph of Eaton Vance Dividend Builder A Fund (EVTMX) Portfolio TrackingEaton Vance Dividend Builder A (EVTMX) Fund Portfolio Allocation

Track portfolio allocation change of Eaton Vance Dividend Builder A fund (EVTMX)

DateCashStockBondOther
04/20160.52%99.48%0%0%
01/20160.15%99.85%0%0%
12/20150.16%99.84%0%0%
Click here to see more historic asset allocation information on Eaton Vance Dividend Builder A Fund (EVTMX)

 

graph of Eaton Vance Dividend Builder A Fund (EVTMX) Top 10 Position TrackingTop 10 Holdings in Eaton Vance Dividend Builder A (EVTMX) Fund

Discover what Eaton Vance Dividend Builder A Fund (EVTMX) manager is buying

Apr 29, 2016
Verizon Communications Inc. Com [3.18%]
Microsoft Corporation [2.97%]
Apple Inc. [2.94%]
Johnson & Johnson Common Stock [2.89%]
Philip Morris International Inc [2.86%]
General Electric Company Common [2.58%]
United Technologies Corporation [2.47%]
Walt Disney Company (The) Commo [2.46%]
JP Morgan Chase & Co. Common St [2.41%]
Union Pacific Corporation Commo [2.38%]

Jan 30, 2016
Microsoft Corporation [4.68%]
Johnson & Johnson Common Stock [3.77%]
General Electric Company Common [3.58%]
Verizon Communications Inc. Com [3.27%]
Apple Inc. [3.22%]
JP Morgan Chase & Co. Common St [2.81%]
United Technologies Corporation [2.34%]
Procter & Gamble Company (The) [2.29%]
Union Pacific Corporation Commo [2.14%]
General Mills, Inc. Common Stoc [2.07%]

Dec 30, 2015
Microsoft Corporation [4.25%]
General Electric Company Common [3.76%]
Johnson & Johnson Common Stock [3.69%]
Apple Inc. [3.36%]
JP Morgan Chase & Co. Common St [3.32%]
Verizon Communications Inc. Com [3.06%]
United Technologies Corporation [2.44%]
Gilead Sciences, Inc. [2.37%]
D/B/A Chubb Limited New Common [2.29%]
General Mills, Inc. Common Stoc [2.24%]
Click here for Stock Holding Change Map in Eaton Vance Dividend Builder A Fund (EVTMX)

  

Latest News on Eaton Vance Dividend Builder A (EVTMX) Fund

See what is happening with Eaton Vance Dividend Builder A Fund (EVTMX)

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Eaton Vance Dividend Builder A Fund (EVTMX) Related ResourcesSee more information on Eaton Vance Dividend Builder A (EVTMX) Fund

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