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    Eaton Vance Balanced A (EVIFX)

    8.54 0.00(0.00%) Jan 23
    Prev Close:8.54
    YTD Return*:9.62%
    Net Assets*:291.85M
    Yield*:1.20%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 4.625%2.75-0.95
    AAPL2.300.67
    MSFT1.96-0.30
    US Treasury TIP1.790.38
    GOOG1.520.70

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:291.85M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.14%

    Performance & Risk

    YTD Return:9.62%
    5y Avg Return:10.28%
    Rank in Category (ytd):13
    % Rank in Category (ytd):1.5%
    Beta (3y):0.97
    Morningstar Risk Rating:4

    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 its investment in two other registered investment companies managed by Eaton Vance Management or its affiliates (the "Portfolios"). The fund usually 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 Investment Grade Income Portfolio. View More
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