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.
- NAV / 1-Day Return 9.56 / 0.62 %
- Total Assets 860.7 Mil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis EVIFX
Will EVIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.