Eaton Vance Balanced Fund Quote
| EVIFX Fund | USD 11.84 0.03 0.25% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Eaton Vance is trading at 11.84 as of the 10th of January 2025; that is 0.25% up since the beginning of the trading day. The fund's open price was 11.81. Eaton Vance has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 12th of October 2024 and ending today, the 10th of January 2025. Click here to learn more.
The fund seeks to achieve its investment objective and strategies primarily by allocating assets between common stocks and fixed-income securities through investment of substantially all of its assets in two other registered investment companies managed by Eaton Vance Management or its affiliates . More on Eaton Vance Balanced
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Eaton Vance Balanced [EVIFX] is traded in USA and was established 10th of January 2025. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Eaton Vance family. This fund currently has accumulated 855.43 M in assets under management (AUM) with minimum initial investment of 1 K. Eaton Vance Balanced is currently producing year-to-date (YTD) return of 1.1% with the current yeild of 0.01%, while the total return for the last 3 years was 6.36%.
Check Eaton Vance Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Eaton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Eaton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Eaton Vance Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Eaton Vance Balanced Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| WMT | Walmart | Stock | Consumer Staples | |
| CVX | Chevron Corp | Stock | Energy | |
| PNC | PNC Financial Services | Stock | Financials | |
| SPGI | SP Global | Stock | Financials | |
| SYY | Sysco | Stock | Consumer Staples |
Eaton Vance Balanced Risk Profiles
| Mean Deviation | 0.502 | |||
| Standard Deviation | 0.8009 | |||
| Variance | 0.6415 | |||
| Risk Adjusted Performance | (0.04) |
Eaton Vance Against Markets
Other Information on Investing in Eaton Mutual Fund
Eaton Vance financial ratios help investors to determine whether Eaton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.
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