ESIFX Mutual Fund
ESIFX Mutual Fund
ESIFX Mutual Fund
Eaton Vance Balanced Fund Class R6
ESIFX Mutual Fund Overview
ESIFX Mutual Fund (Eaton Vance Balanced Fund Class R6) is managed by Eaton Vance. ESIFX expense ratio is 0.67%, holding 2 positions across various sectors. Inception date: 2016-05-02.
ESIFX performance shows a YTD return of 3.67%. The 1-year return is 7.90% and the 5-year return is 7.05%. ESIFX dividend yield stands at 5.26%, paid quarterly.
ESIFX top holdings include Vanguard Market Liquidity Fund (62.8%), Core Bond Portfolio (37.3%). Go to all ESIFX holdings, ESIFX sectors, or ESIFX dividends.
ESIFX can be compared against other funds. Use ESIFX overlap to find shared positions, or ESIFX vs another fund for a side-by-side view. ESIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.