ERIFX Mutual Fund

ERIFX Mutual Fund (Eaton Vance Balanced Fund Class R) is managed by Eaton Vance with $3.7M in net assets. ERIFX expense ratio is 1.21%, holding 460 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2016-05-02.

ERIFX performance shows a YTD return of 4.32%. The 1-year return is 7.27% and the 5-year return is 6.35%. ERIFX dividend yield stands at 4.72%, paid quarterly.

ERIFX 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 ERIFX holdings, ERIFX sectors, or ERIFX dividends.

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