EVTMX Mutual Fund

EVTMX Mutual Fund (Eaton Vance Dividend Builder Fund Class A) is managed by Eaton Vance with $679.0M in net assets. EVTMX expense ratio is 1.00%, holding 57 positions across sectors including Information Technology, Health Care, Industrials. Inception date: 1981-12-18.

EVTMX performance shows a YTD return of 11.96%. The 1-year return is 11.88% and the 5-year return is 8.06%. EVTMX dividend yield stands at 1.08%, paid monthly.

EVTMX top holdings include Broadcom Inc (3.9%), JPMorgan Chase & Co (3.8%), Coca Cola Co. (3.1%), Microsoft Corp (3.1%), Chevron Corp (3.0%). Go to all EVTMX holdings, EVTMX sectors, or EVTMX dividends.

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