EVIFX – Eaton Vance Balanced A Investment Strategy | Morningstar

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Strategy

The investment seeks to provide current income and long-term growth of capital. 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 (the "Portfolios"). Under normal market conditions, the fund invests between 50% and 75% of its net assets in equity securities by investing in Stock Portfolio and between 25% and 50% of its net assets in fixed-income securities by investing in Core Bond Portfolio.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EIIFX	Eaton Vance Balanced Fund Class I	Institutional	Open			Sep 28, 2012	$396.85M	0.710%	Average	$1M	−$45.01M
EVIFX	Eaton Vance Balanced Fund Class A	Front Load	Open			Apr 1, 1932	$492.07M	0.960%	Average	$1,000	−$39.76M
ECIFX	Eaton Vance Balanced Fund Class C	Level Load	Open			Nov 2, 1993	$100.44M	1.710%	Average	$1,000	−$24.01M
ESIFX	Eaton Vance Balanced Fund Class R6	Retirement, Large	Open			May 2, 2016	$7.07M	0.670%	Above Average	$5M	−$5.05M
ERIFX	Eaton Vance Balanced Fund Class R	Retirement, Medium	Open			May 2, 2016	$16.70M	1.210%	Average	$1,000	−$1.71M

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