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EVTMX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
846.89M

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

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), JPMorgan Chase & Co (NYSE:JPM), Broadcom (NASDAQ:AVGO), Chevron Corp (NYSE:CVX), ABBVIE (NYSE:ABBV), Coca-Cola Company (NYSE:KO), PepsiCo (NASDAQ:PEP), Comcast Corp (NASDAQ:CMCSA), EOG Resources (NYSE:EOG).

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 371.4B. The market cap for tickers in the group ranges from 72B to 2.35T. MSFT holds the highest valuation in this group at 2.35T. The lowest valued company is EOG at 72B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Dividend Builder A MF was 7%. For the same stocks of the MF, the average monthly volume growth was 27% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

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

Valuation Rating: 49
P/E Growth Rating: 50
Price Growth Rating: 53
SMR Rating: 43
Profit Risk Rating: 42
Seasonality Score: -12 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

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

Correlation & Price change

A.I.dvisor indicates that over the last year, EVTMX has been loosely correlated with VTSAX. These tickers have moved in lockstep 60% of the time. This A.I.-generated data suggests there is some statistical probability that if EVTMX jumps, then VTSAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EVTMX
1D Price
Change %
EVTMX100%
-0.36%
VTSAX - EVTMX
60%
Loosely correlated
-0.25%
VSMPX - EVTMX
60%
Loosely correlated
-0.26%
VTSMX - EVTMX
60%
Loosely correlated
-0.26%
FXAIX - EVTMX
51%
Loosely correlated
-0.27%
VFINX - EVTMX
50%
Loosely correlated
-0.27%
More