ECIFX Mutual Fund

ECIFX Mutual Fund (Eaton Vance Balanced Fund Class C) is managed by Eaton Vance with $104.9M in net assets. ECIFX expense ratio is 1.71%, holding 460 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1993-11-02.

ECIFX performance shows a YTD return of 3.99%. The 1-year return is 6.80% and the 5-year return is 5.83%. ECIFX dividend yield stands at 4.16%, paid quarterly.

ECIFX top holdings include Nvidia Corp (5.4%), Alphabet Inc. C (4.2%), Apple, Inc (3.9%), Pimco Active Bond Exchange-Traded Fund Usetf 5% 13/08/2056 (3.9%), Microsoft Corp (3.8%). Go to all ECIFX holdings, ECIFX sectors, or ECIFX dividends.

ECIFX can be compared against other funds. Use ECIFX overlap to find shared positions, or ECIFX vs another fund for a side-by-side view. ECIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.