Eaton Vance Balanced FundERIFX

MUTUAL FUNDEaton Vance
Type
Mutual fund
Peer group
Allocation
Net assets
$997.8M
Expense ratio
1.21%
1-year return
+8.6%
3 years, a year
+11.9%
5 years, a year
+6.6%
Holdings
2

What it aims to do.

The Funds investment objective is to provide current income and long-term growth of capital.

Top 10 holdings.

Holding% of fund
JOBY Eaton Vance Corp.62.80%
JOBY Eaton Vance Corp.37.25%

More on ERIFX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.