The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), NVIDIA Corp (NASDAQ:NVDA), VISA (NYSE:V), PepsiCo (NASDAQ:PEP).
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 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.
The average market capitalization across the Eaton Vance Balanced I MF is 597.79B. The market cap for tickers in the group ranges from 245.55B to 2.74T. AAPL holds the highest valuation in this group at 2.74T. The lowest valued company is PEP at 245.55B.
The average weekly volume growth across all stocks in the Eaton Vance Balanced I MF was 6%. For the same stocks of the MF, the average monthly volume growth was 22% and the average quarterly volume growth was -4%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 68
P/E Growth Rating: 51
Price Growth Rating: 41
SMR Rating: 35
Profit Risk Rating: 33
Seasonality Score: -17 (-100 ... +100)