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ESIFX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Net Assets
854.69M

ESIFX Eaton Vance Balanced R6 Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

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).

Industry description

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.

Market Cap

The average market capitalization across the Eaton Vance Balanced R6 MF is 586.68B. The market cap for tickers in the group ranges from 241.27B to 2.73T. AAPL holds the highest valuation in this group at 2.73T. The lowest valued company is PEP at 241.27B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Balanced R6 MF was -48%. For the same stocks of the MF, the average monthly volume growth was -3% and the average quarterly volume growth was -13%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 67
P/E Growth Rating: 51
Price Growth Rating: 48
SMR Rating: 35
Profit Risk Rating: 34
Seasonality Score: -19 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Eaton Vance Special Investment TrustTwo International PlaceBoston
Phone
(800) 262-1122
Web
www.eatonvance.com
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ESIFX and

Correlation & Price change

A.I.dvisor indicates that over the last year, ESIFX has been closely correlated with RLBEX. These tickers have moved in lockstep 86% of the time. This A.I.-generated data suggests there is a high statistical probability that if ESIFX jumps, then RLBEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ESIFX
1D Price
Change %
ESIFX100%
+0.21%
RLBEX - ESIFX
86%
Closely correlated
N/A
RLBCX - ESIFX
86%
Closely correlated
+0.03%
RLBAX - ESIFX
86%
Closely correlated
+0.03%
RLBFX - ESIFX
86%
Closely correlated
N/A
RLBBX - ESIFX
86%
Closely correlated
+0.03%
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