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Morningstar

Eaton Vance Balanced A EVIFX

Morningstar Analyst Rating
Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 9.56  /  0.62 %
  • Total Assets 860.7 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.31%
  • Turnover 7%

USD | NAV as of Feb 09, 2023 | 1-Day Return as of Feb 09, 2023, 12:13 AM GMT+00:00

Morningstar’s Analysis EVIFX

Will EVIFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EVIFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the EVIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of EVIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This balanced fund lacks an edge.

Associate Analyst

Summary

| by Mahi Roy

An experienced team drives Eaton Vance Balanced’s straightforward asset-allocation approach, but it lacks a discernable edge. The fund earns a Morningstar Analyst Rating of Neutral across all share classes.

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