Morgan Stanley MS announced that it will acquire Eaton Vance EV, a deal expected to close in 2021’s second quarter. This news doesn’t immediately affect Morgan Stanley’s Average Parent rating or any strategy’s Morningstar Analyst Rating.
Eaton Vance Balanced A EVIFX
NAV / 1-Day Return
10.98
/
0.09
%
Total Assets
1.1 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.
0.980%
Expense Ratio
0.980%
Fee Level
Below Average
Longest Manager Tenure
11.33
years
Category
Allocation--50% to 70% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
—Status
Open
TTM Yield
1.06%
Turnover
12%
Premium
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.
Morgan Stanley Buys Eaton Vance; Ratings Unchanged
