MENU
+Compare
EVIFX
Mutual Fund ticker: NASDAQ
AS OF
Apr 9 closing price
Price
$11.26
Change
+$0.56 (+5.23%)
Net Assets
983.67M

EVIFX Eaton Vance Balanced A Forecast, Technical & Fundamental Analysis

The investment seeks to provide current income and long-term growth of capital... Show more

Ad is loading...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), Meta Platforms (NASDAQ:META), Eli Lilly & Co (NYSE:LLY), ABBVIE (NYSE:ABBV).

Industry description

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.

Market Cap

The average market capitalization across the Eaton Vance Balanced A MF is 1.85T. The market cap for tickers in the group ranges from 322.43B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ABBV at 322.43B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Balanced A MF was 187%. For the same stocks of the MF, the average monthly volume growth was 79% and the average quarterly volume growth was 300%

Fundamental Analysis Ratings

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

Valuation Rating: 58
P/E Growth Rating: 67
Price Growth Rating: 61
SMR Rating: 22
Profit Risk Rating: 17
Seasonality Score: 10 (-100 ... +100)
View a ticker or compare two or three
Ad is loading...
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Eaton Vance Special Investment TrustTwo International PlaceBoston
Phone
(800) 262-1122
Web
www.eatonvance.com
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FDEV28.521.65
+6.14%
Fidelity International Multifactor ETF
EDD4.530.15
+3.42%
Morgan Stanley Emerging Markets Domestic Debt Fund
MUC10.430.27
+2.66%
Blackrock Muniholdings California Quality Fund
BIL91.51N/A
N/A
SPDR® Blmbg 1-3 Mth T-Bill ETF
SPC20.92-0.02
-0.10%
CrossingBridge Pre-Merger SPAC ETF

EVIFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, EVIFX has been closely correlated with RLBCX. These tickers have moved in lockstep 93% of the time. This A.I.-generated data suggests there is a high statistical probability that if EVIFX jumps, then RLBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EVIFX
1D Price
Change %
EVIFX100%
N/A
RLBCX - EVIFX
93%
Closely correlated
N/A
RLBEX - EVIFX
93%
Closely correlated
N/A
RLBFX - EVIFX
93%
Closely correlated
N/A
FBONX - EVIFX
82%
Closely correlated
N/A
RLEFX - EVIFX
82%
Closely correlated
N/A
More