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 $503.3M in net assets. EVIFX expense ratio is 0.96%, holding 2 positions across various sectors. Inception date: 1932-04-01.
EVIFX performance shows a YTD return of 3.53%. The 1-year return is 7.60% and the 5-year return is 6.75%. EVIFX dividend yield stands at 4.97%, paid quarterly.
EVIFX top holdings include Vanguard Market Liquidity Fund (62.8%), Core Bond Portfolio (37.3%). 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.