EIIFX

About EIIFX

Eaton Vance Balanced Fund Class I is a diversified mutual fund designed to provide both current income and long-term capital growth by investing across equity and fixed-income securities. The fund typically allocates between 50% and 75% of its assets to common stocks, spanning companies of varied market capitalizations, while maintaining an allocation of 25% to 50% in fixed-income instruments such as government, corporate, and mortgage-backed securities. This balanced approach leverages a research-driven methodology for equity selection and employs a relative value framework for its bond holdings, aiming to optimize risk and return across different market conditions. Managed by a team of experienced portfolio managers, the fund is positioned within the moderate allocation category and is intended to serve as a core holding for investors seeking stability through diversification. With quarterly distributions, a competitive expense ratio, and a focus on both income generation and growth, Eaton Vance Balanced Fund Class I plays a significant role in providing investors with a single-fund solution that captures the benefits of both stock and bond investments in the broader financial market.