ERIFX Mutual Fund
ERIFX Mutual Fund
ERIFX Mutual Fund
Eaton Vance Balanced Fund Class R
ERIFX Mutual Fund Overview
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 2 positions across various sectors. Inception date: 2016-05-02.
ERIFX performance shows a YTD return of 3.43%. The 1-year return is 8.59% and the 5-year return is 6.81%. ERIFX dividend yield stands at 4.76%, paid quarterly.
ERIFX top holdings include Vanguard Market Liquidity Fund (62.8%), Core Bond Portfolio (37.3%). View all ERIFX holdings, sector breakdown, or dividend history.
ERIFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ERIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.