About EIUTX
Eaton Vance Dividend Builder Fund Class I is an actively managed mutual fund designed to seek total return by investing primarily in large-capitalization companies that are considered reasonably priced and have the potential to provide both dividend income and capital appreciation. The fund emphasizes a core equity approach, focusing on stocks of companies with the ability to generate attractive and growing dividend streams over time. Fundamental research underpins the investment process, with analysis centered on financial strength, earnings stability, growth prospects, and key metrics to identify high-quality, dividend-yielding companies.
Distinctively, this fund pays monthly distributions, targeting investors who value consistent income. It typically holds a diversified portfolio of 55–56 securities, with a strong allocation to U.S. common stocks and moderate exposure to foreign equities. Sector exposure is broad, spanning financials, health care, information technology, consumer staples, and industrials, among others. The minimum investment required for Class I shares is substantial, catering to institutions or high-net-worth individuals. The fund is managed by a seasoned team and is benchmarked to the S&P 500, underscoring its role as a core holding for those seeking income and growth in the large-cap segment of the equity market.
Fund Family Eaton Vance
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol EIUTX
Share Class Class I
Index S&P 500 TR
EIUTX had a total return of 12.15% in the past year, including dividends.
Since the fund's inception, the average annual return has been 9.59%.
