Eaton Vance Balanced Fund
Shareclass
Eaton Vance Balanced I (EIIFX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Eaton Vance Balanced Fund
FUND COVERAGE
# of holdings54
% of assets57%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
25 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Marriott International Inc Class A0.61%$7.1M
- 2. Microsoft Corp4.84%$56.6M
- 3. S&P Global Inc0.78%$9.1M
- 4. AbbVie Inc1.01%$11.86M
- 5. Coca-Cola Co1.03%$12.02M
- 6. Walmart Inc1%$11.75M
- 7. ConocoPhillips0.84%$9.86M
- 8. Meta Platforms Inc Class A2.18%$25.47M
- 9. Visa Inc Class A1.48%$17.32M
- 10. Thermo Fisher Scientific Inc0.43%$5.07M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Heico Corp0.56%$6.57M
- 2. Blue Owl Capital Inc Ordinary Shares - Class A0.47%$5.49M
- 3. Shift4 Payments Inc Class A0.93%$10.89M
- 4. FirstService Corp Ordinary Shares0.64%$7.52M
- 5. Fair Isaac Corp0.69%$8.09M
- 6. Broadcom Inc2.08%$24.28M
- 7. Waste Connections Inc0.58%$6.74M
- 8. AMETEK Inc0.65%$7.57M
- 9. BJ's Wholesale Club Holdings Inc0.55%$6.43M
- 10. Synopsys Inc0.79%$9.25M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Eaton Vance Balanced Fund
Totals
Holdings
Assets
Weight
Prisons
4
$130.62M
11%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
6
$142.09M
12%
Borders high risk
1
$6.62M
0.57%
Total
7
$153.84M
13%
Holdings — 7 flagged holdings
1.
Microsoft Corp
:$56.6M
4.84%
2.
Amazon.com Inc
:$33.87M
2.9%
3.
Alphabet Inc Class C
:$28.41M
2.43%
4.
Walmart Inc
$11.75M
1%
5.
TransUnion
:$11.53M
0.99%
6.
Booz Allen Hamilton Holding Corp Class A
:$6.62M
0.57%
7.
Thermo Fisher Scientific Inc
:$5.07M
0.43%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Eaton Vance Balanced Fund EIIFX
Environment
Social
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