EVIFX Mutual Fund
EVIFX Mutual Fund
EVIFX Mutual Fund
Eaton Vance Balanced Fund Class A
EVIFX Mutual Fund Overview
EVIFX Mutual Fund (Eaton Vance Balanced Fund Class A) is managed by Eaton Vance with $492.1M in net assets. EVIFX expense ratio is 0.96%, holding 417 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1932-04-01.
EVIFX performance shows a YTD return of 3.30%. The 1-year return is 3.81% and the 5-year return is 6.46%. EVIFX dividend yield stands at 1.21%, paid quarterly.
EVIFX top holdings include Nvidia Corp (6.0%), Microsoft Corp (4.2%), Alphabet Inc. C (4.0%), Fncl 5 9/25 Mtge (3.6%), Amazon.Com Inc (3.3%). 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.