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    Eaton Vance Balanced A (EVIFX)

    8.46 Up 0.01(0.12%) Nov 25
    Prev Close:8.45
    YTD Return*:3.64%
    Net Assets*:447.31M

    * As of 31-Oct-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    US Treasury Note 3.5%3.87N/A
    US Treasury TIP1.97N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:447.31M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.14%

    Performance & Risk

    YTD Return:3.64%
    5y Avg Return:10.05%
    Rank in Category (ytd):2
    % Rank in Category (ytd):0.22%
    Beta (3y):1.04
    Morningstar Risk Rating:3

    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 normally 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 Core Bond Portfolio. View More
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