Eaton Vance Dividend Builder A (evtmx)
Last Updated by Anonymous | Update This Page Now
►Summary | Add New Mutual Fund | Feedback
Asset Allocation (% of Port)
US Stocks Non-US Stocks Bonds Cash Other |
% % % % % |
Geographic Allocation (% of Port)
North America Europe Asia South America Africa Australia + Pacific Islands |
SWOT Statistics
Fund Management Survey
Fund Management Team
Fund Description Update
Eaton Vance Dividend Builder A (EVTMX) Description: EVTMX is a mutual fund, which is an investment that owns a basket of assets. The EVTMX 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 large fund size classification. EVTMXs minimum initial investment amount is $1000 while the IRA minimum is $1000. EVTMXs expense ratio is roughly 1%. The latest EVTMXs front end load was 6% and the back end load was 0%. The Eaton Vance Dividend Builder A (EVTMX) mutual fund falls under the large-cap mixed category. EVTMX focuses its investments in USA and EVTMX is not affiliated with a particular industry or fund sector. The Eaton Vance Dividend Builder A (EVTMX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find EVTMXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of EVTMXs research report features technical analysis and long term investment potential.
Portfolio Strategy
This investment vehicle seeks long-term growth of capital and income. The fund normally invests at least 80% of net assets, plus the amount of any borrowings for investment purposes, in equity securities (see equity research). It invests at least 50% of net assets in large, established companies having a market capitalization within the range of companies included in the Russell 1000 Index and invests the remainder of its assets in securities of mid-sized and small companies.
Post preview:
Close preview