EDIRX – Eaton Vance Global Income Builder R Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve total return for its shareholders. The fund seeks to invest in common stocks, preferred stocks and other hybrid securities, and fixed and floating-rate securities and other debt ("income instruments") of U.S. and foreign issuers. Under normal market conditions, the fund will invest (i) at least 30% of its net assets in securities or other instruments issued by issuers located outside of the United States, which may include emerging market countries; and (ii) in issuers located in at least five different countries (including the United States).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EDIIX	Eaton Vance Global Income Builder Fund Class I	Institutional	Open			Jan 31, 2006	$147.95M	0.920%	Above Average	$1M	$2.73M
EDIAX	Eaton Vance Global Income Builder Fund Class A	Front Load	Open			Nov 30, 2005	$146.46M	1.170%	Above Average	$1,000	−$8.73M
EDICX	Eaton Vance Global Income Builder Fund Class C	Level Load	Open			Nov 30, 2005	$12.29M	1.920%	High	$1,000	−$932,441.61
EDIRX	Eaton Vance Global Income Builder Fund Class R	Retirement, Medium	Open			Jan 31, 2006	$4.51M	1.420%	High	$1,000	$355,328.46

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