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Eaton Vance Balanced A EVIFX

Analyst rating as of
  • NAV / 1-Day Return 9.53  /  0.53 %
  • Total Assets 835.8 Mil
  • Adj. Expense Ratio
    0.950%
  • 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 1.36%
  • Turnover 7%

Morningstar’s Analysis EVIFX

Will EVIFX outperform in future?

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

This balanced fund lacks an edge.

Associate Analyst

Summary

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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.

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