EVIFX Mutual Fund

EVIFX Mutual Fund (Eaton Vance Balanced Fund Class A) is managed by Eaton Vance with $497.8M in net assets. EVIFX expense ratio is 0.96%, holding 460 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1932-04-01.

EVIFX performance shows a YTD return of 4.42%. The 1-year return is 7.58% and the 5-year return is 6.62%. EVIFX dividend yield stands at 4.93%, paid quarterly.

EVIFX 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 EVIFX holdings, EVIFX sectors, or EVIFX dividends.

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