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Eaton Vance Global Income Builder Fund (EDICX)

10.88 -0.01 (-0.09%)
At close: October 25 at 8:01 PM EDT
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DELL
  • Previous Close 10.89
  • YTD Return 11.16%
  • Expense Ratio 1.92%
  • Category World Allocation
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 270.94M
  • Beta (5Y Monthly) 1.07
  • Yield 3.63%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.36
  • Inception Date Nov 30, 2005

The fund seeks to invest in common stocks, preferred stocks and other hybrid securities, and fixed and floating-rate securities and other debt ("income instruments") of U.S. and foreign issuers. Under normal market conditions, the fund will invest (i) at least 30% of its net assets in securities or other instruments issued by issuers located outside of the United States, which may include emerging market countries; and (ii) in issuers located in at least five different countries (including the United States).

Eaton Vance

Fund Family

World Allocation

Fund Category

270.94M

Net Assets

2005-11-30

Inception Date

Performance Overview: EDICX

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Trailing returns as of 10/25/2024. Category is World Allocation.

YTD Return

EDICX
11.16%
Category
8.60%
?

1-Year Return

EDICX
22.07%
Category
25.33%
?

3-Year Return

EDICX
4.31%
Category
8.02%
?

5-Year Return

EDICX
7.73%
Category
8.06%
?

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Holdings: EDICX

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Top 10 Holdings (19.64% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 2.97%
LLY
Eli Lilly and Company 2.73%
GOOG
Alphabet Inc. 2.41%
NOVO-B.CO
Novo Nordisk A/S 2.09%
NVDA
NVIDIA Corporation 2.07%
AMZN
Amazon.com, Inc. 1.67%
AAPL
Apple Inc. 1.59%
EOG
EOG Resources, Inc. 1.46%
ASML.AS
ASML Holding N.V. 1.37%
SAN.PA
Sanofi 1.29%

Sector Weightings

Recent News: EDICX

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Research Reports: EDICX

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