Eaton Vance Balanced Fund Quote
| ECIFX Fund | USD 12.62 0.05 0.40% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Eaton Vance is trading at 12.62 as of the 30th of November 2024; that is 0.40 percent increase since the beginning of the trading day. The fund's open price was 12.57. Eaton Vance has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Eaton Vance Balanced are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of November 2023 and ending today, the 30th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective and strategies primarily by allocating assets between common stocks and fixed-income securities through investment of substantially all of its assets in two other registered investment companies managed by Eaton Vance Management or its affiliates . More on Eaton Vance Balanced
Moving against Eaton Mutual Fund
Eaton Mutual Fund Highlights
| Fund Concentration | Eaton Vance Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Eaton Vance, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Eaton Vance Balanced [ECIFX] is traded in USA and was established 30th of November 2024. Eaton Vance is listed under Eaton Vance category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Eaton Vance family. This fund currently has accumulated 855.43 M in assets under management (AUM) with no minimum investment requirementsEaton Vance Balanced is currently producing year-to-date (YTD) return of 19.94% with the current yeild of 0.01%, while the total return for the last 3 years was 5.32%.
Check Eaton Vance Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Eaton Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Eaton Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Eaton Vance Balanced Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Eaton Vance Balanced Mutual Fund Constituents
| NEE | Nextera Energy | Stock | Utilities | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| FAF | First American | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| WMT | Walmart | Stock | Consumer Staples | |
| SPGI | SP Global | Stock | Financials |
Eaton Vance Balanced Risk Profiles
| Mean Deviation | 0.3865 | |||
| Semi Deviation | 0.4492 | |||
| Standard Deviation | 0.535 | |||
| Variance | 0.2862 |
Eaton Vance Against Markets
Other Information on Investing in Eaton Mutual Fund
Eaton Vance financial ratios help investors to determine whether Eaton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.
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