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Eaton Vance Balanced Fund Class A (EVIFX)

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12.45 -0.07 -0.56%

01/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 499.11M

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EVIFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Eaton Vance Balanced A (EVIFX) fund. Our Eaton Vance Balanced A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	5.39	5.41	0.02
Shares	56.94	56.94	0.00
Bonds	37.50	37.50	0.00
Preferred	0.17	0.17	0.00
Other	0.01	0.01	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.97	18.85
Price to Book	5.72	3.26
Price to Sales	3.06	2.24
Price to Cash Flow	17.78	12.34
Dividend Yield	0.87	1.93
5 Years Earnings Growth	10.80	10.74

Sector Allocation

Name	Net %	Category Average
Technology	34.62	24.37
Financial Services	14.80	15.80
Healthcare	11.23	12.65
Communication Services	11.21	7.57
Consumer Cyclical	10.76	9.98
Industrials	7.15	10.25
Consumer Defensive	4.70	6.03
Energy	2.51	4.88
Real Estate	1.91	3.38
Basic Materials	1.11	3.15

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 408

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.62	537.97	+2.64%
Federal National Mortgage Association 5.5%	-	4.47	-	-
NVIDIA	US67066G1040	4.12	179.59	+3.38%
Federal National Mortgage Association 5%	-	3.52	-	-
Apple	US0378331005	3.17	204.05	+0.83%
Amazon.com	US0231351067	2.74	212.83	-0.89%
Alphabet C	US02079K1079	2.07	195.56	+2.95%
Meta Platforms	US30303M1027	1.98	774.24	+3.23%
Broadcom	US11135F1012	1.91	297.60	+3.10%
Visa A	US92826C8394	1.54	342.92	+1.05%

Top Equity Funds by Eaton Vance

Name	Total Assets	YTD%	3Y%	10Y%
Eaton Vance Atlanta Capital SMID I	7.42B	-1.42	11.48	10.88
Eaton Vance Atlanta Capital SMID R6	5.64B	-1.38	11.56	10.97
Eaton Vance National Municipal IncI	3.09B	-1.96	2.64	2.67
Eaton Vance Tx-Mgd Growth 1.1 A	2.35B	7.07	20.92	13.19
Eaton Vance Glbl Macro Cptl Opps I	1.93B	17.11	18.38	7.92

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