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Eaton Vance Balanced A (EVIFX)

8.59 0.00(0.00%) Apr 17
Get the big picture on all your investments.

Holdings as of Feb 27, 2014Get Holdings for:
Overall Portfolio Composition (%) 
Cash:2.95
Stocks:70.81
Bonds:25.68
Other:0.00
Top 10 Holdings (16.04% of Total Assets) 
CompanySymbol% AssetsYTD Return %
Apple Inc.AAPL2.40-2.91
Google Inc.GOOG1.891.27
US Treasury Note 2%N/A1.810.55
Occidental Petroleum CorporatioOXY1.58-1.94
Gilead Sciences, Inc.GILD1.474.39
JP Morgan Chase & Co. Common StJPM1.43-3.93
Chevron Corporation Common StocCVX1.4111.43
Bank of America Corporation ComBAC1.41-3.48
Comcast CorporationCMCSA1.32-1.75
Verizon Communications Inc. ComVZ1.32N/A
Get Quotes for Top 10 Holdings
Equity Holdings 
AveragesEVIFXCategory Avg
Price/Earnings16.2715.71
Price/Book2.342.04
Price/Sales1.511.44
Price/Cashflow5.856.14
Median Market Cap60.73K44.94K
3 Year Earnings Growth16.95%13.49%
Sector Weightings (%)  
Sector EVIFXCategory Avg
Basic Materials
 
3.294.28
Consumer Cyclical
 
10.8612.11
Financial Services
 
16.3516.49
Realestate
 
1.932.74
Consumer Defensive
 
9.798.76
Healthcare
 
13.9212.85
Utilities
 
3.153.14
Communication Services
 
4.473.80
Energy
 
10.049.38
Industrials
 
10.2012.62
Technology
 
15.9913.84
Bond Ratings (%)  
SectorEVIFXCategory Avg
US GOVERNMENTN/AN/A
AAA55.7142.29
AA3.028.89
A9.3614.66
BBB23.9016.26
BB6.055.84
B0.865.61
BELOW B0.471.47
OTHER0.634.98
Bond Holdings 
AveragesEVIFXCategory Avg
MaturityN/A6.03
Duration4.894.41
Credit QualityNaNBelowB