EMTMX Rating, Research - Eaton Vance Dividend Builder B

Eaton Vance Dividend Builder B (emtmx)

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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 = 213

Threats + Weaknesses = 119

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

Fund Management Team

Fund Description Update

Eaton Vance Dividend Builder B (EMTMX) Description: EMTMX is a mutual fund, which is an investment that owns a basket of assets. The EMTMX 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. EMTMXs minimum initial investment amount is $1000 while the IRA minimum is $1000. EMTMXs expense ratio is roughly 2%. The latest EMTMXs front end load was 0% and the back end load was 5%. The Eaton Vance Dividend Builder B (EMTMX) mutual fund falls under the large-cap mixed category. EMTMX focuses its investments in USA and EMTMX is not affiliated with a particular industry or fund sector. The Eaton Vance Dividend Builder B (EMTMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EMTMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EMTMXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. Under normal circumstances, the portfolio invests most of its assets in shares of mutual funds managed by the Adviser or its affiliates (Columbia Funds), exchange-traded funds (ETFs) and third party-advised funds (collectively, Underlying Funds), equity and fixed income securities, including Treasury Inflation Protected Securities (TIPS), and other instruments such as derivatives.

Management Analysis Update

Performance Analysis Update