Eaton Vance Tax-Advantaged Dividend Income Fund

Eaton Vance Tax-Advantaged Dividend Income Fund

Actively managed U.S. equity closed-end fund
$2.13B NAV
155 positions · as of 2026-04-30 · filed 2026-06-24

Fund classification

Classified from what the fund holds · as of 2026 Q2

Eaton Vance Tax-Advantaged Dividend Income Fund is an actively managed U.S. equity closed-end fund. 3% of EVT’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 95% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Closed-end fund

Fund profile

This fund files no prospectus profile. Unit investment trusts and closed-end funds register on forms that carry no objective or fee tagging, and some fund families file without it — a gap in what was filed, not a fund without an objective or without fees.

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

140.64%
of net assets
Stocks100.01%
Bonds20.51%
Cash & short-term20.12%

These positions come to 140.64% of the fund's net assets. This counts only what the fund reported holding — the holdings disclosure covers assets, not liabilities such as borrowings — so it is not expected to reconcile to 100%.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Financials20.0%
Cash14.3%
International9.1%
Information Technology9.0%
11 smaller47.6%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
3%of stock holdings in top-quartile growers
covering 95% of the fund’s equity
Earnings growth
19%of stock holdings in top-quartile growers
covering 91% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 12 new13 exited

Largest new: COP, KO, OXY, MET, XOM, KMB, PSX, ING GROEP NV

Largest exited: SPGI, MTH, BJ, SRE, SLB, EQT, ON, ING GROEP NV

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+27.93%
3-year
+54.11%
5-year
+51.71%
Volatility
11.81%
Worst 3-yr fall
-11.17%
Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
6.71%
Avg maturity
19.83 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y10y+
<1y11.4%
1-3y7.5%
3-5y27.1%
5-10y12.5%
10y+41.5%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
State Street Global AdvisorsGVMXX19.80%$421.80M
Micron Technology IncMU5.92%$126.20M
JPMorgan Chase & CoJPM4.52%$96.32M
Amazon.com IncAMZN3.93%$83.82M
Alphabet IncGOOG3.43%$73.17M
Cisco Systems IncCSCO2.53%$53.98M
Bank of America CorpBAC2.45%$52.26M
3M CoMMM2.36%$50.21M
Reinsurance Group of America IncRGA2.17%$46.25M
ConocoPhillipsCOP2.08%$44.39M
Showing 10 of 155Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 49.20% of net assets, top 25 76.72%, across 135 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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