Eaton Vance Balanced AEVIFX

Morningstar Rating

Fund Research and Analysis

by Greg Carlson

We have a difficult time getting comfortable with Eaton Vance Balanced.

Despite its name, this isn't a traditional balanced fund. Its equity weighting often swings in a range between 50% and 70% of assets (balanced funds often stick right around 60%), Read more

Kudos

The fund's equity managers have fine long-term records. Read more

Risks

The fund's asset allocation can fluctuate widely, and its cash stake is sizable at times.

Volatile. Read more

Strategy

This offering keeps 55% to 70% of assets in equities, and its stock portfolio is equally divided between managers Arieh Coll and Michael Mach. Coll favors fast-growing small- and mid-cap firms and prefers Read more

Management

This fund's stock portfolio is split between Arieh Coll and Michael Mach. Coll, who also leads sibling Eaton Vance Multi-Cap Growth, came aboard in January 2000. Before that, he ran several funds at Fidelity with limited success. Mach has a strong record Read more

Inside Scoop

This fund's equity portfolio consists of equal stakes in an Eaton Vance large-value fund and a small/mid-growth fund, while its bond portfolio is quite conservatively positioned. Read more

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