Eaton Vance Balanced C (ECIFX)
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Eaton Vance Balanced C
Boston, MA 02110
Two International Place
Eaton Vance Special Investment Trust
(800) 262-1122
Management Information
Brian S. Ellis,Lead Manager since June 26, 2017
Brian Ellis is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He joined Calvert Research and Management in 2016.
Brian began his career in the investment management industry in 2006. He has been affiliated with the Eaton Vance organization since 2016. Before joining the Eaton Vance organization, he was a portfolio manager of fixed-income strategies for Calvert Investments. Previously, he was a software engineer and analyst at Legg Mason Capital Management (now ClearBridge Investments).
Brian earned a B.S. in finance from Salisbury University. He is a CFA charterholder and an FSA credential holder. He is a member of the CFA Institute and the CFA Society of Boston.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryAllocation--50% to 70% Equity
Fund FamilyEaton Vance
Net Assets871.23M
YTD Return3.77%
Yield0.67%
Morningstar Rating★★★★
Inception DateNov 1, 1993
Fund Operations
Last Dividend0.02
Last Cap Gain22.00
Holdings Turnover2.00%
Average for CategoryN/A
Fees & Expenses
ExpenseECIFXCategory Average
Annual Report Expense Ratio (net)1.73%0.84%
Prospectus Net Expense Ratio1.73%N/A
Prospectus Gross Expense Ratio1.73%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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