Eaton Vance Balanced Fund Class A (EVIFX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.49% | 3.16% | -1.67% |
Year-to-Date | 4.12% | 5.54% | -1.43% |
1 Year | 13.58% | 0.00% | 13.58% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
19%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 19% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 1.14%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$1,424
Real cost (fees + lost compounding)
$1,765
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
-4.30%