Eaton Vance Balanced A (EVIFX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|US Treasury Note 4.625%||2.75||-0.95|
|US Treasury TIP||1.79||0.38|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.14%|
Performance & Risk
|5y Avg Return:||10.28%|
|Rank in Category (ytd):||13|
|% Rank in Category (ytd):||1.5%|
|Morningstar Risk Rating:||4|
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