Eaton Vance Balanced Fund
Fund
EIIFX
Price as of:
$12.93
+ $0.01
+ 0.08%
Primary Theme
fund company
Name
As of 06/01/2026Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
Vitals
YTD Return
4.2%
1 yr return
13.5%
3 Yr Avg Return
14.9%
5 Yr Avg Return
8.1%
Net Assets
$1.05 B
Holdings in Top 10
100.0%
52 WEEK LOW AND HIGH
$12.9
N/A
N/A
Expenses
OPERATING FEES
Expense Ratio 0.71%
SALES FEES
Front Load N/A
Deferred Load N/A
TRADING FEES
Turnover 7.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000,000
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 06/01/2026Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
EIIFX - Profile
Distributions
- YTD Total Return 4.2%
- 3 Yr Annualized Total Return 14.9%
- 5 Yr Annualized Total Return 8.1%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 0.98%
- Dividend Yield 1.4%
- Dividend Distribution Frequency Quarterly
Fund Details
-
Legal NameEaton Vance Balanced Fund
-
Fund Family NameEatonVance
-
Inception DateSep 28, 2012
-
Shares Outstanding32204163
-
Share ClassI
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerCharles Gaffney
Fund Description
divspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"The Fund seeks to achieve its investment objective and strategies primarily by allocating assets between common stocks and /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"fixed-income securities through investment of substantially all of its assets in two other registered investment companies managed by /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"Eaton Vance Management or its affiliates (the “Portfolios”). Under normal market conditions, the Fund invests between 50% and 75% /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"of its net assets in equity securities by investing in Stock Portfolio and between 25% and 50% of its net assets in fixed-income /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"securities by investing in Core Bond Portfolio. The Fund may also invest directly in equity securities and fixed-income securities. Set /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"forth below is an overview of the Fund’s investment practices, followed by a description of the characteristics and risks associated /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"with the principal investments and strategies of the Fund. References to the Fund’s investments include both investments held directly /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"by the Fund and indirectly through the Portfolios in which the Fund invests./span/divdivspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"The Fund’s equity securities are primarily common stocks issued by companies with a broad range of market capitalizations, including /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"smaller companies. The Fund’s fixed-income securities may include corporate bonds, U.S. Government securities, money market /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"instruments, mortgage-backed securities (“MBS”) (including collateralized mortgage obligations and so-called “seasoned” MBS), /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"commercial MBS, asset-backed securities (including collateralized debt obligations and collateralized loan obligations), convertible /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"debt securities and other hybrid securities (which have characteristics of equity and debt securities), inflation-linked debt securities /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"and municipal securities. The Fund may also invest in floating rate instruments, including loans. A significant portion of the Fund’s /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"fixed-income investments may be in securities issued by various U.S. Government-sponsored entities, such as the Federal Home Loan /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"Mortgage Corporation, the Federal National Mortgage Association and Federal Home Loan Banks. Instruments may be of any credit /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"quality (including in default), but investment in instruments rated below investment grade (including securities, loans and credit /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"derivatives where the credit rating of the reference instrument is below investment grade) is limited to not more than 5% of total fixed /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"income assets. Instruments rated below investment grade (sometimes referred to as “junk”) are rated below BBB by Samp;P Global /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"Ratings (“Samp;P”) or by Fitch Ratings (“Fitch”) or Baa by Moody’s Investors Service, Inc. (“Moody’s”) or BBB by Kroll Bond Rating Agency, /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"LLC (“Kroll”) for securitized debt instruments only (such as asset-backed securities and MBS). For purposes of rating restrictions, if /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"instruments are rated differently by two or more rating agencies, the highest rating is used. The Fund may invest in restricted /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"securities and may purchase securities on a when-issued basis and for future delivery by means of “forward commitments.” The Fund /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"may invest up to 25% of its total assets in foreign securities, some of which may be issued by companies domiciled in emerging /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"market countries. As an alternative to holding foreign securities directly, the Fund may invest in U.S. dollar denominated securities of /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"foreign companies that trade on U.S. exchanges or in the over-the-counter market (including depositary receipts, such as American /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"Depositary Receipts (“ADRs”), which are either sponsored or unsponsored, and Global Depositary Receipts, that evidence ownership /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"in underlying foreign stocks and Eurodollar and Yankee Dollar instruments). The Fund may invest in exchange-traded funds (“ETFs”), a /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"type of pooled investment vehicle, in order to manage cash positions or seek exposure to certain markets or market sectors. The Fund /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"may also invest in publicly traded real estate investment trusts (“REITs”). The portfolio managers may use sector rotation strategies in /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"their management of the Fund./span/divdivspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"The Fund may engage in derivative transactions to seek return, to hedge against fluctuations in securities prices, interest rates or /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"currency exchange rates, or as a substitute for the purchase or sale of securities or currencies. Permitted derivatives include: the /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"purchase or sale of credit derivatives, including credit default swaps, total return swaps and credit options; interest rate swaps, /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"forward rate contracts; the purchase or sale of forwards or futures contracts; options on futures contracts; exchange-traded and /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"over-the-counter options; swaptions; equity collars and equity swap agreements. Except as required by applicable regulation, there is /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"no stated limit on the Fund’s use of derivatives for such purposes./span/divdivspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"To determine the exact percentage of the Fund’s assets that will be invested from time to time in each Portfolio, the portfolio /spanspan style="clear:both;font-family:Arial, Helvetica, sans-serif;font-size:9.02pt;;"managers meet periodically and, taking market and other factors into consideration, agree upon an allocation./span/div
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EIIFX - Performance
Return Ranking - Trailing
| Period | EIIFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 4.2% | -4.4% | 17.8% | 84.02% |
| 1 Yr | 13.5% | -10.5% | 36.4% | 80.37% |
| 3 Yr | 14.9%* | 2.1% | 31.5% | 22.07% |
| 5 Yr | 8.1%* | 0.8% | 14.2% | 18.62% |
| 10 Yr | 9.6%* | 2.2% | 15.8% | 18.08% |
* Annualized
Return Ranking - Calendar
| Period | EIIFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 5.5% | -14.9% | 24.6% | 60.12% |
| 2024 | 12.9% | -23.4% | 70.5% | 4.41% |
| 2023 | 13.6% | -12.2% | 23.9% | 15.47% |
| 2022 | -20.0% | -34.7% | 0.0% | 68.54% |
| 2021 | 5.2% | -11.9% | 18.1% | 52.72% |
Total Return Ranking - Trailing
| Period | EIIFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 4.2% | -4.4% | 17.8% | 84.02% |
| 1 Yr | 13.5% | -10.5% | 36.4% | 80.37% |
| 3 Yr | 14.9%* | 2.1% | 31.5% | 22.07% |
| 5 Yr | 8.1%* | 0.8% | 14.2% | 18.62% |
| 10 Yr | 9.6%* | 2.2% | 15.8% | 18.08% |
* Annualized
Total Return Ranking - Calendar
| Period | EIIFX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 11.3% | -2.6% | 28.8% | 80.52% |
| 2024 | 19.7% | -0.3% | 72.2% | 2.44% |
| 2023 | 16.3% | -5.2% | 26.8% | 21.13% |
| 2022 | -15.3% | -29.0% | 10.9% | 55.30% |
| 2021 | 14.3% | -3.0% | 27.3% | 38.14% |
NAV & Total Return History
EIIFX - Holdings
Concentration Analysis
| EIIFX | Category Low | Category High | EIIFX % Rank | |
|---|---|---|---|---|
| Net Assets | 1.05 B | 945 K | 279 B | 53.04% |
| Number of Holdings | 2 | 2 | 16027 | 99.54% |
| Net Assets in Top 10 | 998 M | 921 K | 72.8 B | 41.74% |
| Weighting of Top 10 | 100.04% | 10.3% | 117.9% | 3.06% |
Top 10 Holdings
- Stock Portfolio 62.80%
- Core Bond Portfolio 37.25%
Asset Allocation
| Weighting | Return Low | Return High | EIIFX % Rank | |
|---|---|---|---|---|
| Stocks | 100.04% | 0.00% | 100.04% | 0.46% |
| Convertible Bonds | 0.94% | 0.00% | 23.84% | 29.28% |
| Preferred Stocks | 0.00% | 0.00% | 24.85% | 74.77% |
| Other | 0.00% | -40.95% | 100.30% | 73.70% |
| Cash | 0.00% | -7.92% | 100.00% | 97.86% |
| Bonds | 0.00% | 0.00% | 77.59% | 83.79% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | EIIFX % Rank | |
|---|---|---|---|---|
| Technology | 23.64% | 0.00% | 44.21% | 17.00% |
| Healthcare | 15.37% | 0.00% | 29.35% | 20.25% |
| Financial Services | 12.20% | 0.00% | 38.77% | 82.23% |
| Industrials | 10.18% | 0.00% | 24.37% | 47.76% |
| Consumer Cyclical | 9.75% | 0.00% | 19.36% | 51.00% |
| Communication Services | 8.50% | 0.00% | 38.10% | 20.09% |
| Consumer Defense | 8.12% | 0.00% | 15.14% | 19.78% |
| Utilities | 3.56% | 0.00% | 99.55% | 29.68% |
| Real Estate | 3.47% | 0.00% | 65.01% | 44.20% |
| Energy | 2.90% | 0.00% | 85.65% | 84.70% |
| Basic Materials | 2.31% | 0.00% | 25.57% | 82.69% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | EIIFX % Rank | |
|---|---|---|---|---|
| US | 100.04% | 0.00% | 100.04% | 0.46% |
| Non US | 0.00% | 0.00% | 31.55% | 75.69% |
EIIFX - Expenses
Operational Fees
| EIIFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.71% | 0.04% | 20.46% | 73.67% |
| Management Fee | 0.04% | 0.00% | 1.83% | 20.06% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | 0.04% | 0.01% | 0.83% | 15.29% |
Sales Fees
| EIIFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 2.25% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 4.00% | N/A |
Trading Fees
| EIIFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.00% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| EIIFX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 7.00% | 0.83% | 273.00% | 3.61% |
EIIFX - Distributions
Dividend Yield Analysis
| EIIFX | Category Low | Category High | EIIFX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 1.39% | 0.00% | 17.90% | 53.50% |
Dividend Distribution Analysis
| EIIFX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Quarterly | Annual | Monthly | Monthly |
Net Income Ratio Analysis
| EIIFX | Category Low | Category High | EIIFX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.98% | -2.34% | 13.92% | 62.40% |
Capital Gain Distribution Analysis
| EIIFX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Mar 10, 2026 | $0.045 | OrdinaryDividend |
| Dec 09, 2025 | $0.044 | OrdinaryDividend |
| Dec 09, 2025 | $0.486 | CapitalGainLongTerm |
| Sep 09, 2025 | $0.045 | OrdinaryDividend |
| Jun 10, 2025 | $0.048 | OrdinaryDividend |
| Mar 11, 2025 | $0.046 | OrdinaryDividend |
| Dec 10, 2024 | $0.045 | OrdinaryDividend |
| Dec 10, 2024 | $0.025 | CapitalGainShortTerm |
| Dec 10, 2024 | $0.505 | CapitalGainLongTerm |
| Dec 10, 2024 | $0.575 | OrdinaryDividend |
| Sep 10, 2024 | $0.050 | OrdinaryDividend |
| Mar 11, 2024 | $0.044 | OrdinaryDividend |
| Dec 11, 2023 | $0.048 | OrdinaryDividend |
| Dec 11, 2023 | $0.055 | CapitalGainLongTerm |
| Sep 11, 2023 | $0.044 | OrdinaryDividend |
| Jun 09, 2023 | $0.042 | OrdinaryDividend |
| Mar 09, 2023 | $0.044 | OrdinaryDividend |
| Dec 09, 2022 | $0.446 | OrdinaryDividend |
| Sep 09, 2022 | $0.041 | OrdinaryDividend |
| Jun 09, 2022 | $0.037 | OrdinaryDividend |
| Mar 09, 2022 | $0.033 | OrdinaryDividend |
| Dec 09, 2021 | $0.881 | OrdinaryDividend |
| Sep 09, 2021 | $0.027 | OrdinaryDividend |
| Jun 09, 2021 | $0.032 | OrdinaryDividend |
| Mar 09, 2021 | $0.033 | OrdinaryDividend |
| Dec 10, 2020 | $0.100 | OrdinaryDividend |
| Sep 09, 2020 | $0.035 | OrdinaryDividend |
| Aug 18, 2020 | $0.105 | OrdinaryDividend |
| Jun 09, 2020 | $0.039 | OrdinaryDividend |
| Mar 10, 2020 | $0.043 | OrdinaryDividend |
| Dec 17, 2019 | $0.237 | OrdinaryDividend |
| Sep 10, 2019 | $0.039 | OrdinaryDividend |
| Aug 08, 2019 | $0.001 | CapitalGainShortTerm |
| Aug 08, 2019 | $0.044 | CapitalGainLongTerm |
| Jun 11, 2019 | $0.039 | OrdinaryDividend |
| Mar 11, 2019 | $0.038 | OrdinaryDividend |
| Dec 11, 2018 | $0.048 | OrdinaryDividend |
| Dec 11, 2018 | $0.073 | CapitalGainShortTerm |
| Dec 11, 2018 | $0.285 | CapitalGainLongTerm |
| Sep 11, 2018 | $0.043 | OrdinaryDividend |
| Aug 09, 2018 | $0.032 | CapitalGainShortTerm |
| Aug 09, 2018 | $0.003 | CapitalGainLongTerm |
| Jun 11, 2018 | $0.041 | OrdinaryDividend |
| Mar 09, 2018 | $0.037 | OrdinaryDividend |
| Dec 12, 2017 | $0.038 | OrdinaryDividend |
| Dec 12, 2017 | $0.079 | CapitalGainShortTerm |
| Dec 12, 2017 | $0.172 | CapitalGainLongTerm |
| Sep 11, 2017 | $0.040 | OrdinaryDividend |
| Jul 26, 2017 | $0.037 | CapitalGainLongTerm |
| Jun 09, 2017 | $0.042 | OrdinaryDividend |
| Mar 09, 2017 | $0.040 | OrdinaryDividend |
| Dec 13, 2016 | $0.034 | OrdinaryDividend |
| Dec 13, 2016 | $0.032 | CapitalGainLongTerm |
| Sep 09, 2016 | $0.034 | OrdinaryDividend |
| Jun 09, 2016 | $0.035 | OrdinaryDividend |
| Mar 09, 2016 | $0.040 | OrdinaryDividend |
| Dec 15, 2015 | $0.031 | OrdinaryDividend |
| Dec 15, 2015 | $0.034 | CapitalGainShortTerm |
| Dec 15, 2015 | $0.099 | CapitalGainLongTerm |
| Sep 09, 2015 | $0.035 | OrdinaryDividend |
| Jun 09, 2015 | $0.043 | OrdinaryDividend |
| May 21, 2015 | $0.122 | CapitalGainShortTerm |
| May 21, 2015 | $0.126 | CapitalGainLongTerm |
| Mar 10, 2015 | $0.027 | OrdinaryDividend |
| Dec 16, 2014 | $0.030 | OrdinaryDividend |
| Dec 16, 2014 | $0.050 | CapitalGainShortTerm |
| Dec 16, 2014 | $0.476 | CapitalGainLongTerm |
| Sep 09, 2014 | $0.032 | OrdinaryDividend |
| Sep 09, 2014 | $0.050 | CapitalGainShortTerm |
| Sep 09, 2014 | $0.108 | CapitalGainLongTerm |
| Jun 10, 2014 | $0.029 | OrdinaryDividend |
| Mar 11, 2014 | $0.041 | OrdinaryDividend |
| Dec 19, 2013 | $0.029 | OrdinaryDividend |
| Dec 19, 2013 | $0.175 | CapitalGainShortTerm |
| Dec 19, 2013 | $0.403 | CapitalGainLongTerm |
| Sep 10, 2013 | $0.026 | OrdinaryDividend |
| Jun 11, 2013 | $0.032 | OrdinaryDividend |
| Mar 11, 2013 | $0.035 | OrdinaryDividend |
| Dec 19, 2012 | $0.033 | OrdinaryDividend |
EIIFX - Fund Manager Analysis
Managers
Charles Gaffney
Start Date
Tenure
Tenure Rank
Nov 01, 2009
12.59
12.6%
Charles Gaffney is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2003. Charlie began his career in the investment management industry in 1996. Before joining Eaton Vance, he was affiliated with Brown Brothers Harriman as a sector portfolio manager and Morgan Stanley Dean Witter as a senior equity analyst. Charlie earned a B.A. from Bowdoin College in 1995 and an MBA from Fordham University in 2002.
Vishal Khanduja
Start Date
Tenure
Tenure Rank
Jun 27, 2017
4.93
4.9%
Vishal Khanduja 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. Vishal began his career in the investment management industry in 2005. He has been affiliated with the Eaton Vance organization since 2016. Before joining the Eaton Vance organization, he was a senior vice president, portfolio manager and head of taxable fixed income for Calvert Investments. Previously, he was a vice president and portfolio manager at Columbia Threadneedle and associate director of fixed-income analytics at Galliard Capital. Vishal earned a bachelor of engineering from VJTI, Mumbai, India and an MBA from the Tippie School of Management at the University of Iowa. He is a member of the CFA Institute and the CFA Society of Boston. He is a CFA charterholder.
Brian Ellis
Start Date
Tenure
Tenure Rank
Jun 27, 2017
4.93
4.9%
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.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.08 | 34.51 | 6.53 | 2.41 |