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Eaton Vance Global Income Builder Fund (EDIIX)

9.83
-0.46
(-4.47%)
At close: 8:00:36 PM EDT
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  • Previous Close 10.29
  • YTD Return 1.48%
  • Expense Ratio 0.92%
  • Category World Allocation
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 274.36M
  • Beta (5Y Monthly) 1.04
  • Yield 5.61%
  • 5y Average Return --
  • Holdings Turnover 46.00%
  • Last Dividend 0.15
  • 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

274.36M

Net Assets

2005-11-30

Inception Date

Performance Overview: EDIIX

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Trailing returns as of 4/3/2025. Category is World Allocation.

YTD Return

EDIIX
1.48%
Category
8.60%
 

1-Year Return

EDIIX
4.32%
Category
25.33%
 

3-Year Return

EDIIX
5.23%
Category
8.02%
 

5-Year Return

EDIIX
11.56%
Category
8.06%
 

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Holdings: EDIIX

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Sector Weightings

SectorEDIIX
Technology   20.70%
Healthcare   15.58%
Industrials   13.50%
Energy   3.41%
Utilities   3.03%
Real Estate   1.13%

Recent News: EDIIX

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Research Reports: EDIIX

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