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EVTMX Eaton Vance Dividend Builder A Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Broadcom Inc. (NASDAQ:AVGO), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), Chevron Corp (NYSE:CVX), Comcast Corp (NASDAQ:CMCSA), Lam Research Corp (NASDAQ:LRCX).

Industry description

The investment seeks total return. Under normal market conditions, the fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying common stocks and dividend-paying or interest-bearing securities that are convertible into common stock. It invests primarily in large-cap stocks but may invest in companies with a broad range of market capitalizations, including smaller companies.

Market Cap

The average market capitalization across the Eaton Vance Dividend Builder A MF is 556.75B. The market cap for tickers in the group ranges from 11.28B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is AFG at 11.28B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Dividend Builder A MF was 38%. For the same stocks of the MF, the average monthly volume growth was 42% and the average quarterly volume growth was 49%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 62
P/E Growth Rating: 46
Price Growth Rating: 39
SMR Rating: 47
Profit Risk Rating: 20
Seasonality Score: 42 (-100 ... +100)
View a ticker or compare two or three
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
Eaton Vance Special Investment TrustTwo International PlaceBoston
Phone
(800) 262-1122
Web
www.eatonvance.com
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EVTMX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EVTMX has been closely correlated with RMFEX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if EVTMX jumps, then RMFEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EVTMX
1D Price
Change %
EVTMX100%
-1.10%
RMFEX - EVTMX
93%
Closely correlated
-0.86%
RMFCX - EVTMX
93%
Closely correlated
-0.85%
VIVAX - EVTMX
93%
Closely correlated
-0.38%
VIVIX - EVTMX
93%
Closely correlated
-0.38%
RMEBX - EVTMX
93%
Closely correlated
-0.88%
More