Which Funds Can EVIFX Replace?

Eaton Vance Balanced Fund Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds EVIFX Can Replace

136 funds

FSI > 80 out of 1,407 similar funds

Competing Fund AUM

$167.51B

Assets in funds EVIFX can compete with and replace

Outperformance Rank

#998

Rank among 1,407 similar funds

Who Holds Credible Replacements?

620 firms

111,556 connected advisors

Opportunity analysis

EVIFX can replace 136 funds with FSI above 80 out of 1,407 similar funds, representing $167.51B in competing fund AUM. Its outperformance rank is #998 among those similar funds. 620 13F firms and 111,556 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 8.6%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.96%
Assets under management
$997.8M

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