Eaton Vance Mutual Fund Money Managers

ERIFX Fund  USD 11.97  0.06  0.50%   
Break down of Eaton Vance's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Eaton Vance's future under-performance.
  
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Symbol  ERIFX
Name  Eaton Vance Balanced
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

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Eaton Vance Net Asset Comparison

Eaton Vance Balanced is one of the top funds in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 18.34 Billion. Eaton Vance holds roughly 852.13 Million in net asset claiming about 5% of funds in Allocation--50% to 70% Equity category.

Eaton Vance Balanced Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Eaton Vance Balanced Price Series Summation is a cross summation of Eaton Vance price series and its benchmark/peer.

About Eaton Vance Management Performance

The success or failure of an entity such as Eaton Vance Balanced often depends on how effective the management is. Eaton Vance management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Eaton management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Eaton management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund seeks to achieve its investment objective and strategies primarily by allocating assets between common stocks and fixed-income securities through investment of substantially all of its assets in two other registered investment companies managed by Eaton Vance Management or its affiliates . Under normal market conditions, the fund invests between 50 percent and 75 percent of its net assets in equity securities by investing in Stock Portfolio and between 25 percent and 50 percent of its net assets in fixed-income securities by investing in Core Bond Portfolio.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Eaton Mutual Fund

Eaton Vance financial ratios help investors to determine whether Eaton Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Eaton with respect to the benefits of owning Eaton Vance security.
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