| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
2
5
3
2
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 25.49 percent over the past year, 14.83 percent over the past three years, 0.35 percent over the past five years, and 10.64 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 13.4% |
| 1 Year | 25.5% |
| 3 Years (Annualized) | 14.8% |
| 5 Years (Annualized) | 0.4% |
| 10 Years (Annualized) | 10.6% |
Summary
The investment seeks total return. The fund normally invests at least 80% of its net assets in dividend-paying common stocks and dividend-paying or interest-bearing securities that are convertible into common stock (the "80% Policy"). It may invest up to 20% of its net assets in fixed-income securities, including (with respect to up to 10% of its net assets) securities rated BBB by Standard & Poor's Ratings Services ("S&P") or Baa by Moody's Investors Service, Inc. ("Moody's") or below and unrated securities determined by the investment adviser to be of comparable quality.
Fees
Fees are High compared to funds in the same category.
Eaton Vance Dividend Builder Fund has an expense ratio of 0.82 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
