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FTSE 100
8,242.44
+71.32
(+0.87%)
FTSE 250
20,568.40
+38.98
(+0.19%)
AIM
769.80
-0.32
(-0.04%)
GBP/EUR
1.1810
-0.0001
(-0.01%)
GBP/USD
1.2759
+0.0013
(+0.10%)
Bitcoin GBP
44,917.67
-2,477.91
(-5.23%)
Money
Trending tickers: Samsung, Boeing, Lufthansa, Bitcoin
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Eaton Vance Balanced R (ERIFX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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11.74
+0.07
(+0.60%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall portfolio composition (%)
Cash
2.39%
Stocks
59.19%
Bonds
38.23%
Others
0.00%
Preferred
0.18%
Convertible
0.00%
Sector weightings (%)
Sector(s)
ERIFX
Basic materials
1.02%
Consumer cyclical
9.39%
Financial services
12.27%
Property
2.27%
Consumer defensive
3.69%
Healthcare
14.16%
Utilities
1.48%
Communication services
11.12%
Energy
2.40%
Industrials
10.52%
Technology
31.69%
Equity holdings
Average
ERIFX
Category average
Price/Earnings
0.03
23.62
Price/book
0.16
3.26
Price/sales
0.33
2.32
Price/Cash flow
0.05
15.57
Median market cap
221,256.03
97,816.96
3-year earnings growth
22.84
15.47
Bond holdings
Average
ERIFX
Category average
Maturity
9.18
5.72
Duration
4.04
4.49
Credit quality
N/A
N/A
Bond ratings
Sector(s)
ERIFX
US government
12.98%
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 (20.70% of total assets)
Get quotes for top holdings
Name
Symbol
% assets
Microsoft Corp
MSFT
4.85%
NVIDIA Corp
NVDA
3.56%
Apple Inc
AAPL
3.45%
Amazon.com Inc
AMZN
2.87%
Alphabet Inc Class C
GOOG
2.79%
Meta Platforms Inc Class A
META
1.64%
AbbVie Inc
ABBV
1.55%
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