3 / 5 Stars
4 4 3 3 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#27 in Moderate Allocation
U.S. News evaluated 233 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 20.66 percent over the past year, 12.08 percent over the past three years, 13.50 percent over the past five years, and 7.58 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.2%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||13.5%|
|10 Years (Annualized)||7.6%|
The investment seeks to provide current income and long-term growth of capital. The fund seeks to achieve its investment objective by allocating 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"). The fund 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 are Above Average compared to funds in the same category.
Eaton Vance Balanced Fund has an expense ratio of 1.14 percent.
Risk is Average compared to funds in the same category according to Morningstar.