Eaton Vance Balanced Fund

Scorecard
3 / 5 Stars
Lipper
4 4 3 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#27 in Moderate Allocation

U.S. News evaluated 247 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 16.08 percent over the past year, 10.46 percent over the past three years, 14.81 percent over the past five years, and 7.05 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.3%
1 Year 16.1%
3 Years (Annualized) 10.5%
5 Years (Annualized) 14.8%
10 Years (Annualized) 7.0%

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Summary

The investment seeks to provide current income and long-term growth of capital. The fund allocates assets between common stocks and fixed-income securities through its investment in two other registered investment companies managed by Eaton Vance Management or its affiliates (the "Portfolios"). It usually invests between 50% and 75% of its net assets in equity securities by investing in Large-Cap Core Research Portfolio and between 25% and 50% of its net assets in fixed-income securities by investing in Investment Grade Income Portfolio.

Fees

Fees are Above Average compared to funds in the same category.
Eaton Vance Balanced Fund has an expense ratio of 1.14 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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