EVIFX : Eaton Vance Balanced Fund Class A

EVIFX is a Allocation Market All-In-One with HIGH fees.

EVIFX

Eaton Vance Balanced Fund Class A

FI Score

42 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

42% FI Score
  • evifx
  • Mutual Fund
  • Allocation
  • All-In-One

Eaton Vance Balanced Fund Class A

Expenses: 0.98% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide current income and long-term growth of capital. The fund seeks to achieve its investment objective by allocating assets between common stocks and fixed-income securities through investment of substantially all of its assets in two other registered investment companies managed by Eaton Vance Management or its affiliates (the "Portfolios"). Under normal market conditions, the fund invests between 50% and 75% of its net assets in equity securities by investing in Stock Portfolio and between 25% and 50% of its net assets in fixed-income securities by investing in Core Bond Portfolio.

Largest Holdings

Amount Holding
3.73% Microsoft Corp
3.12% Alphabet Inc Class C
3.10% Amazon.com Inc
2.79% Apple Inc
1.95% Facebook Inc A
1.63% Visa Inc Class A
1.62% United States Treasury Notes 0.75%
1.54% PepsiCo Inc
1.35% Mondelez International Inc Class A
1.34% Danaher Corp
1.22% Anthem Inc
1.16% Verizon Communications Inc
1.16% Thermo Fisher Scientific Inc
1.15% The Home Depot Inc
1.14% Abbott Laboratories
1.13% Coca-Cola Co
1.09% Fidelity National Information Services Inc
1.07% JPMorgan Chase & Co
0.98% AMETEK Inc
0.98% Bank of America Corp
0.96% Sanofi SA
0.96% Bristol-Myers Squibb Company
0.93% American Tower Corp
0.84% NextEra Energy Inc
0.84% Cisco Systems Inc

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