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Eaton Vance Balanced Fund Class B (EMIFX)

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Eaton Vance Balanced Fund Class B historical data, for real-time data please try another search
9.650 -0.010    -0.10%
14/10 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 293.98K
Eaton Vance Balanced Fund Class B 9.650 -0.010 -0.10%

EMIFX Overview

 
On this page you'll find an in-depth profile of Eaton Vance Balanced Fund Class B. Learn about the key management, total assets, investment strategy and contact information of EMIFX among other information.
Category

Allocation--50% to 70% Equity

Total Assets

293.98K

Expenses

1.73%

Inception Date

Nov 02, 1993

Contact Information

Address Two International Place
Boston,MA 02110
United States
Phone +1 8008362414

Top Executives

Name Title Since Until
Vishal Khanduja Co-Portfolio Manager 2017 Now
Biography Vishal Khanduja, CFA Vice President, Portfolio Manager Vishal Khanduja is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specialising in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Vishal began his career in the investment management industry in 2005. Before joining Eaton Vance, he was a senior vice president, portfolio manager and head of taxable fixed income for Calvert Investments. Previously, he was a vice president and portfolio manager at Columbia Threadneedle and associate director of fixed-income analytics at Galliard Capital. Vishal earned a bachelor of engineering from VJTI, Mumbai, India and an MBA from the Tippie School of Management at the University of Iowa. He is a member of the CFA Institute and the CFA Society of Boston. He is a CFA charterholder.
Brian S. Ellis Vice President 2017 Now
Biography Brian Ellis, CFA Vice President, Portfolio Manager Brian Ellis is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specialising in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016. Brian began his career in the investment management industry in 2006. Before joining Eaton Vance, he was a portfolio manager of fixed-income strategies for Calvert Investments. Previously, he was a software engineer and analyst at Legg Mason Capital Management (now ClearBridge Investments). Brian earned a B.S. in finance from Salisbury University. He is a CFA charterholder and an FSA credential holder. He is a member of the CFA Institute and the CFA Society of Boston.
Charles B. Gaffney Vice President 2009 Now
Biography Charles Gaffney is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2003. Charlie began his career in the investment management industry in 1996. Before joining Eaton Vance, he was affiliated with Brown Brothers Harriman as a sector portfolio manager and Morgan Stanley Dean Witter as a senior equity analyst. Charlie earned a B.A. from Bowdoin College in 1995 and an MBA from Fordham University in 2002.
Bernard Scozzafava Vice President 2010 2017
Biography Mr. Scozzafava is a Vice President of Boston Management and Research. Mr. Scozzafava also serves as Director of Investment Grade Quantitative Research for Eaton Vance’s Diversified Fixed Income group and has been a portfolio manager at Eaton Vance for more than five years. He joined the firm in 2006. Previously Mr. Scozzafava had worked for MFS Investment Management as vice president and portfolio manager. Prior to joining MFS, he worked as a research analyst and as a securities trader for the Federal Reserve Bank of New York. Mr. Scozzafava holds a MS from Massachusetts Institute of Technology and a BA in Economics from Hamilton College. He is a holder Chartered Financial Analyst designation.
Thomas H. Luster Vice President 2010 2017
Biography Thomas Luster is a vice president of Eaton Vance Management, co-director of diversified fixed income and lead portfolio manager on Eaton Vance’s diversified fixed-income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s diversified fixed-income strategies. He began his career in the investment management industry with Eaton Vance in 1995. Before entering the investment management industry, Tom was affiliated with Deloitte & Touche Consulting and the Naval Center for Space Technology. Tom earned a B.S. from George Washington University and an MBA from the University of Chicago. Tom is a member of the Boston Security Analysts Society and was formerly chairman and a governor’s appointee to the board of trustees of Health Care Security, which oversees the investment of Tobacco Litigation Settlement funds for the Commonwealth of Massachusetts. He is a CFA charterholder. Tom’s commentary has appeared in The Wall Street Journal, Reuters, Investor’s Business Daily and American Banker, and he has been featured on New England Cable News and Bloomberg Radio.
Duke E. Laflamme Vice President 2006 2010
Biography Laflamme has been a fixed-income analyst and a portfolio manager at Eaton Vance since 2001, and has been a Vice President of Eaton Vance and BMR since 2001.
Michael R. Mach Vice President 2003 2009
Biography Mike is a Vice President of Eaton Vance Management, a member of the Equity Strategy Committee and lead portfolio manager of Eaton Vance’s Large-Cap Value Equity strategies. Mike plays a central role in the research evaluation and decision-making process and represents the Large Cap Value strategies to current and prospective clients. Mike also coordinates the day-to-day management of the Large Cap Value portfolios.
Arieh Coll Vice President 2000 2009
Biography Coll is a Vice President of Eaton Vance, his employer since January 2000. Previously, he was an equity analyst and portfolio manager with Fidelity Investments, his employer since 1989. Prior to that, he worked as an associate reporter for Fortune magazine from 1986 to 1987. He also was an analyst at Value Line during the summers of 1981, 1982, and 1983.
Elizabeth S. Kenyon Vice President 2001 2008
Biography Kenyon has been a vice president of Eaton Vance and BMR since January 1997 and an assistant vice president prior thereto. She has been a fixed-income analyst at Eaton Vance for more than five years.
Michael B. Terry Vice President 2000 2001
Biography Terry joined Eaton Vance Management in April 1984 and now serves as a vice president and portfolio manager. Previously, he spent 14 years with Bank of Boston. Terry describes himself as a convexity manager who emphasizes corporate put bonds and avoids callable bonds. Terry holds a Chartered Financial Analyst designation, he is a member of the Boston Securities Analysts Society, and a director of the Boston Bond Analysts Society.
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