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Australia markets close in 4 hours 39 minutes
ALL ORDS
8,059.80
+73.70
(+0.92%)
ASX 200
7,812.00
+72.10
(+0.93%)
AUD/USD
0.6717
+0.0010
(+0.14%)
OIL
83.88
0.00
(0.00%)
GOLD
2,369.40
0.00
(0.00%)
Bitcoin AUD
89,551.90
-2,836.66
(-3.07%)
Eaton Vance Balanced Fund (ERIFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.74
+0.07
(+0.60%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall portfolio composition (%)
Cash
2.41%
Stocks
59.81%
Bonds
37.60%
Others
0.00%
Preferred
0.19%
Convertible
0.00%
Sector weightings (%)
Sector(s)
ERIFX
Basic materials
1.42%
Consumer cyclical
9.78%
Financial services
12.29%
Property
2.42%
Consumer defensive
4.00%
Healthcare
13.66%
Utilities
1.35%
Communication services
10.87%
Energy
2.17%
Industrials
10.42%
Technology
31.62%
Equity holdings
Average
ERIFX
Category average
Price/Earnings
0.03
23.62
Price/book
0.15
3.26
Price/sales
0.27
2.32
Price/Cash flow
0.05
15.57
Median market cap
239,275.56
97,816.96
3-year earnings growth
22.03
15.47
Bond holdings
Average
ERIFX
Category average
Maturity
9.32
5.72
Duration
4.07
4.49
Credit quality
N/A
N/A
Bond ratings
Sector(s)
ERIFX
US government
13.19%
AAA
48.74%
AA
6.76%
A
15.81%
BBB
23.20%
BB
2.31%
B
0.89%
Below B
0.18%
Others
2.11%
Top 7 holdings (20.89% of total assets)
Get quotes for top holdings
Name
Symbol
% assets
Microsoft Corp
MSFT
5.06%
NVIDIA Corp
NVDA
3.54%
Apple Inc
AAPL
3.37%
Amazon.com Inc
AMZN
2.96%
Alphabet Inc Class C
GOOG
2.49%
Meta Platforms Inc Class A
META
1.80%
AbbVie Inc
ABBV
1.67%
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