1 / 5 Stars
3 1 5 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#191 in Large Blend
U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.28 percent over the past year, 13.95 percent over the past three years, 15.34 percent over the past five years, and 10.55 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.9%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||15.3%|
|10 Years (Annualized)||10.6%|
The investment seeks total return. Under normal market conditions, the fund 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 fund may invest up to 35% of its total assets in foreign securities, some of which may be located in emerging market countries.
Fees are Above Average compared to funds in the same category.
Eaton Vance Dividend Builder Fund has an expense ratio of 1.06 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.