The team running Eaton Vance Balanced is settling in together, and the asset-allocation process is reasonable but lacks a clear edge. The fund earns a Morningstar Analyst Rating of Neutral for all share classes.
Eaton Vance Balanced A EVIFX
NAV / 1-Day Return
10.80
/
1.01
%
Total Assets
1.2 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.960%
Expense Ratio
0.960%
Fee Level
Below Average
Longest Manager Tenure
12.23
years
Category
Allocation--50% to 70% Equity
Investment Style
Large GrowthCredit Quality / Interest Rate Sensitivity
—Status
Open
TTM Yield
1.03%
Turnover
11%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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 risks unsteady footing in turbulence.
