Fees & Purchase Info for Eaton Vance Dividend Builder A (EVTMX)

Fund Inception Date: Dec 18, 1981

  • Fees & Expenses

    Maximum Sales Fees
    Initial 5.75%
    Deferred —
    Redemption —
    Total Cost Projections per $10,000
    1 year $676.00
    3 year $890.00
    5 year $1,121.00
    Taken from prospectus dated 05/01/2009
    Maximum Fees
    Administrative —
    Management 0.75%
    Actual Fees
    12b-1 0.25%
    Management 0.61%
    Expense Ratio 1.05%
    (Taken from annual report dated 12/31/2008)

  • Purchase Information

    Minimum Investments
    Initial $1,000.00
    Additional $0.00
    Initial IRA $1,000.00
    Additional IRA $0.00
    Initial AIP $50.00
    Additional AIP $50.00
    Correspondence Information
    Eaton Vance
    Two International Place
    Boston, MA 02110
    USA
    Phone: 800-262-1122
                  617-482-8260
     Web: www.eatonvance.com

  • Fund Management

    Managers

    Judith A. Saryan
    Start Date: 03/01/1999
    Saryan joined Eaton Vance in 1999 and is a Vice President and Co-Portfolio Manager. Previously, she was a portfolio manager and equity analyst for State Street Global Advisors (1980-1999). Prior to her tenure at State Street, she was affiliated with Colonial Management for over 3 years as autilities analyst and Assistant Portfolio Manager.
    Charles Gaffney
    Start Date: 08/15/2007
    Gaffney joined Eaton Vance in 2003 as an equity analyst. He now serves as a Vice President, Director of Equity Research, and a member of the Equity Strategy Committee. From 1997 to 2003, he was a sector portfolio manager and a senior equity analyst at Brown Borthers Harriman. Gaffney began his career at Morgan Stanley Dean Witter.

    Advisors

    Boston Mgmt & Research (MA )

    Subadvisors