About EADIX
Eaton Vance Global Equity Income Fund Class A is a mutual fund that primarily invests in common and, at the fund managers’ discretion, preferred stocks of companies from both the United States and international markets. The fund’s central objective is to deliver after-tax total return by focusing on securities that pay dividends qualifying for favorable long-term capital gains tax rates. By employing a flexible, global approach, the fund management identifies income and growth opportunities across diverse regions, sectors, and industries, seeking companies with reasonable valuations and the potential for providing attractive, tax-advantaged dividend payments. The fund’s holdings span multiple sectors, including technology, healthcare, financials, and energy, reflecting a blend of U.S. and global leaders. This approach aims to generate a steady income stream for shareholders while also offering potential for capital appreciation. The fund’s tax-managed strategy and regular exposure to both dividend- and non-dividend-paying equities distinguish it as an alternative income source that may help cushion against market volatility, emphasizing stable, tax-efficient returns within the global large-stock blend category.
Fund Family Eaton Vance
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol EADIX
Share Class Class A
Index MSCI World NR USD
EADIX had a total return of 25.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.32%.
