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Is Eaton Vance Dividend Builder A Fund (EVTMX) Worth Another Look?

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Eaton Vance Dividend Builder A (EVTMX) a Zacks Rank #2 (Buy) was incepted in December 1981 and is managed by Boston Management and Research. The objective of EVTMX is to provide a high level of total return, consisting of capital appreciation and relatively predictable income. EVTMX pursues its objective by investing in utilities portfolio. EVTMX seeks high total return consistent with prudent management and preservation of capital, investing principally in dividend-paying common stocks and dividend-paying or interest-bearing securities that are convertible into common stock. EVTMX normally invests at least 80% of its net assets in equity securities of utilities companies. EVTMX also invests 20% of its net assets in fixed-income securities (including up to 10% of net assets in lower rated fixed-income securities).

This fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Intermediate Bond. Further, as of the last filing, Verizon, Johnson & Johnson and Pfizer were the top holdings for EVTMX.

Eaton Vance Dividend Builder A, managed by Eaton Vance, carries an expense ratio of 1.05%. Moreover, EVTMX requires a minimal initial investment of $1,000.

EVTMX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 3.19%, 3 year 8.09% and 5 year 11.64%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

EVTMX’s performance, as of the last filing, when compared to funds in its category was in the top 62% in 1 year, top 6% over the past 3 years, and in the 15% over the past 5 years.

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