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Eaton Vance Balanced A EVIFX

Analyst rating as of
NAV / 1-Day Return
10.80  /  1.01 %
Total Assets
1.2 Bil
Adj. Expense Ratio
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 Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.03%
Turnover
11%
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Morningstar’s Analysis

Will EVIFX outperform in future?

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

This balanced fund risks unsteady footing in turbulence.

Summary

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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.

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