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EVIFX Eaton Vance Balanced A Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG), Microsoft Corp (NASDAQ:MSFT), 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 2.85T. The market cap for tickers in the group ranges from 438.16B to 4.93T. NVDA holds the highest valuation in this group at 4.93T. The lowest valued company is ABBV at 438.16B.

Volume

The average weekly volume growth across all stocks in the Eaton Vance Balanced A MF was -3%. For the same stocks of the MF, the average monthly volume growth was -42% and the average quarterly volume growth was -28%

Fundamental Analysis Ratings

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

Valuation Rating: 61
P/E Growth Rating: 59
Price Growth Rating: 29
SMR Rating: 19
Profit Risk Rating: 26
Seasonality Score: -4 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ModerateAllocation

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

Correlation & Price change

A.I.dvisor indicates that over the last year, EVIFX has been closely correlated with RLBEX. 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 RLBEX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To EVIFX
1D Price
Change %
EVIFX100%
+0.16%
RLBEX - EVIFX
93%
Closely correlated
-0.05%
VBAIX - EVIFX
77%
Closely correlated
+0.17%
VBINX - EVIFX
77%
Closely correlated
+0.15%
VBIAX - EVIFX
77%
Closely correlated
+0.17%
PRWCX - EVIFX
74%
Closely correlated
+0.21%
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Eaton Vance Balanced A (EVIFX) mutual fund Forecast, Price Targets and Analysts Predictions - Tickeron.com