The Process Pillar is our assessment of how sensible, clearly defined, and repeatable EIIFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the EIIFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of EIIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A straightforward balanced fund.
Mahi Roy
Analyst
Summary
An experienced team drives Eaton Vance Balanced’s straightforward asset allocation approach, but it lacks a discernable edge.