EDIIX Mutual Fund

EDIIX Mutual Fund

NAV$12.46
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Fund Essentials - as of Apr 30, 2026

Net Assets
$146M
Expense Ratio
0.92%
Dividend Yield (Current)
5.26%
Holdings
626
Inception Date
Jan 31, 2006
Fund Family
Eaton Vance
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+7.32%
1 Year+17.67%
3 Year+13.72%
5 Year+7.54%
10 Year+8.89%

Asset Allocation

Stocks: 63.86%
Bonds: 34.47%
Cash: 1.98%
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Top Holdings

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TickerNameWeight
GOOGAlphabet Inc4.21%
MUMicron Technology, Inc.2.79%
LLYEli Lilly & Co.2.33%
MSFTMicrosoft Corp 4.100 Feb 06 372.33%
ASML:ASAsml Holding N.V.2.01%
Top 10 Concentration: 21.86%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
5.26%
Frequency
Monthly
Latest Distribution
$0.03
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

EDIIX Mutual Fund Overview

EDIIX Mutual Fund (Eaton Vance Global Income Builder Fund Class I) is managed by Eaton Vance with $145.8M in net assets. EDIIX expense ratio is 0.92%, holding 626 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2006-01-31.

EDIIX performance shows a YTD return of 7.32%. The 1-year return is 17.67% and the 5-year return is 7.54%. EDIIX dividend yield stands at 5.26%, paid monthly.

EDIIX top holdings include Alphabet Inc (4.2%), Micron Technology, Inc. (2.8%), Eli Lilly & Co. (2.3%), Microsoft Corp 4.100 Feb 06 37 (2.3%), Asml Holding N.V. (2.0%). Go to all EDIIX holdings, EDIIX sectors, or EDIIX dividends.

EDIIX can be compared against other funds. Use EDIIX overlap to find shared positions, or EDIIX vs another fund for a side-by-side view. EDIIX alternatives are available via the screener, along with tax-loss harvesting opportunities.