The Fund Grade · free · no account needed

What grade does EDIIX get?

Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.

Fundprints Fund Grade · as of 2026-10-01

Eaton Vance Global Income Builder Fund

#69 of 500 graded active funds · value · large segment peer group

The point · specialist footprint

EDIIX puts more of its book behind proven specialists than 90% of graded funds.

Bottom 20%

Bottom 40%

Middle

Top 40%

● Top 20%

beat the S&P in 22% of quarters+3.8%/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds on this rung beat bottom-rung funds by about 3.8% per quarter, and beat the S&P in 43% of fund-quarters versus their 22%. The evidence argues this fund earns its seat.

10,000+ funds tracked · the graded specialists among them drive every read

The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.

EDIIX vs the Honor Roll · share card ↗

Conviction exposure

56.8%

of the book in specialist-converged names

Late-stage weight

25.6%

of the book in Crowded or Fading names

Active share

81%

how far it strays from the index

The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.

Inside the book: top names by stage · as of 2026-10-20

Early Conviction

GOOG 4.3%MU 2.8%MSFT 2.4%+11 locked

Consensus

LLY 2.4%TSM 1.6%EOG 1.2%+19 locked

Emerging

MCHP 0.6%INTU 0.2%MDLN 0%

Crowded

IR 0.5%BSX 0.5%ISRG 0.5%+5 locked

Fading

AVGO 0.9%NEE 0.6%TJX 0.4%+4 locked

see the names driving this grade, and how early each one is →

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We email you the day it crosses 50% crowded, and where you stand every month.

Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.

The read · what to do with it

EDIIX earns an A grade and ranks 69 of 500 graded funds, with specialists holding 56.8% of the book. The early conviction calls on Citigroup, Zoetis, and Disney stand out, while GOOG at 4.3% is the biggest fading position to watch.

→ Monitor the GOOG position closely, at 4.3% weight it is the single largest specialist exit risk in the portfolio.

→ Note the early specialist interest in C, ZTS, and DIS as positions where the fund appears ahead of broader consensus.

Support leaving these positions

AVGO 0.9% of the fund · Fading

NEE 0.6% of the fund · Fading

IR 0.5% of the fund · Crowded

BSX 0.5% of the fund · Crowded

ISRG 0.5% of the fund · Crowded

Where it's genuinely early

GOOG 4.3% of the fund · Early Conviction

MU 2.8% of the fund · Early Conviction

MSFT 2.4% of the fund · Early Conviction

Read from today's disclosed book. Evidence, not advice.

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