EIUTX Rating, Research - Eaton Vance Dividend Builder I

Eaton Vance Dividend Builder I (eiutx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 215

Threats + Weaknesses = 119

When strengths & opportunities substantially exceed threats & weaknesses an investment in the eiutx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Eaton Vance Dividend Builder I (EIUTX) Description: EIUTX is a mutual fund, which is an investment that owns a basket of assets. The EIUTX mutual fund was provided by Eaton Vance and this investment vehicle derives the majority of its value from equity holdings (stocks). Eaton Vances mutual fund has a long management tenure and is in the small fund size classification. EIUTXs minimum initial investment amount is $250000 while the IRA minimum is $0. EIUTXs expense ratio is roughly 1%. The latest EIUTXs front end load was 0% and the back end load was 0%. The Eaton Vance Dividend Builder I (EIUTX) mutual fund falls under the large-cap mixed category. EIUTX focuses its investments in USA and EIUTX is not affiliated with a particular industry or fund sector. The Eaton Vance Dividend Builder I (EIUTX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EIUTXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EIUTXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The funds a fund of funds and seeks to achieve the objectives by investing in a portfolio of underlying Calvert fixed-income, equity and money market funds that meets the Funds investment, including financial, sustainability and social responsibility factors. The fund intends to invest 80% to 100% of assets in underlying Calvert Funds, 0% to 20% of net assets in CSIF Bond Portfolio, and 0% to 5% in CSIF Money Market Portfolio. It may also invest in derivative instruments, including, but not limited to, index futures, options and swaps and exchange-traded funds.

Management Analysis Update

Performance Analysis Update