About EDIRX
The Eaton Vance Global Income Builder Fund Class R is a mutual fund focused on generating total return by investing across a diversified, global portfolio. Its strategy centers on building a mix of common stocks, preferred stocks, hybrid securities, and income instruments that are selected for their ability to deliver attractive and sustainable dividend income. The fund primarily invests in equities that managers believe are undervalued or well-positioned for income growth, while also allocating to fixed and floating-rate securities to enhance yield and manage risk. Holdings span multiple sectors and geographies, aiming to provide shareholders with global diversification and income potential. With a typical allocation of 50–80% in common stocks and the remainder in preferred stocks, hybrids, and income instruments, the Eaton Vance Global Income Builder Fund Class R offers investors exposure to a wide range of income-producing assets managed with a research-intensive, bottom-up approach. The fund is designed for investors seeking a global, multi-asset solution that targets both yield and capital appreciation, and it is managed as part of the broader Eaton Vance and Morgan Stanley Investment Management family, reflecting rigorous portfolio construction and risk management practices.
Fund Family Eaton Vance
Category Flexible Portfolio
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol EDIRX
Share Class Class R
Index MSCI World NR USD
EDIRX had a total return of 17.16% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.74%.
