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Eaton Vance Balanced Fund;A

Ranked 60 out of 119 in MA Target Alloc Growth over 36 months

All calculations are in USD unless stated

The Fund seeks to invest in a broadly diversified list of seasoned securities, placing emphasis on equity securities considered to be of high or improving quality. The investment objective is to provide current income and long-term growth of capital.

sector performance

MA Target Alloc Growth
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.3% 3.1% 2.4%
2016 4.6% 1.4% 1.8% 1.4% -0.1%
2015 2.7% 2.9% 0.0% -4.1% 4.0%
2014 9.6% 2.3% 4.8% -0.1% 2.3%
2013 18.6% 6.6% 0.8% 4.7% 5.4%
2012 11.5% 8.6% -2.3% 5.2% -0.2%
2011 1.3% 3.7% 0.3% -8.8% 6.7%
2010 8.9% 3.8% -8.4% 7.6% 6.5%
2009 23.0% -6.1% 11.0% 14.1% 3.5%
2008 -30.3% -6.3% 5.3% -16.1% -15.7%
2007 14.2% 3.4% 6.2% 4.0% 0.1%
2006 14.5% 5.7% -2.7% 3.4% 7.6%
2005 5.4% -2.5% 2.2% 4.1% 1.5%
2004 11.6% 3.2% -0.2% -0.2% 8.6%
2003 22.1% -1.8% 16.2% 3.2% 3.7%
2002 -14.7% 0.5% -9.4% -10.3% 4.4%
2001 -2.4% -12.0% 12.4% -14.6% 15.6%
2000 -0.1% 0.7% -1.1% 6.0% -5.4%
1999 1.5% -0.9% 4.8% -6.4% 4.5%
1998 13.4% 10.2% 0.3% -5.2% 8.3%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date01/04/1932
  • Share Class size331Mn
  • Base currencyUSD
  • ISINUS2779058658

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0