Eaton Vance Balanced C
Two International Place Boston, MA 02110
Map
Phone: 800-262-1122
| Category: | Moderate Allocation | | Fund Family: | Eaton Vance | | Net Assets: | 35.02M | | Year-to-Date Return: | 20.39% | | Yield: | 0.77% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Nov-93 |
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Arieh Coll
Lead Manager since
10-Jan-00 | | | Coll is a Vice President of Eaton Vance, his employer since January 2000. Previously, he was an equity analyst and portfolio manager with Fidelity Investments, his employer since 1989. Prior to that, he worked as an associate reporter for Fortune magazine from 1986 to 1987. He also was an analyst at Value Line during the summers of 1981, 1982, and 1983. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income and long-term growth of capital. The fund allocates assets between common stocks and fixed-income securities. It usually invests between 50% and 75% of net assets in equity securities and between 25% and 50% of net assets in fixed-income securities (primarily corporate bonds, U.S. Government securities, mortgage-backed and asset-backed securities, and short-term investments). Fixed-income securities may be of any investment quality, but investment in securities rated below investment grade will be limited to not more than 15% of total assets. |
| Last Dividend
(9-Sep-09):
| 0.00 | | Last Cap Gain
(11-Mar-08):
| 0.13 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 82.83% |
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| Expense | ECIFX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 1.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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