ESIFX SEC Filings — Eaton Vance Balanced Fund
Data updated: 2026-08-24
57 SEC filings are listed: 21 prospectuses (latest Apr 28, 2026), 28 quarterly N-PORT holdings reports (latest Aug 24, 2026), 7 annual N-CEN reports (latest Mar 16, 2026) and 1 N-CEN/A (latest Apr 2, 2019).
ESIFX Prospectus (485BPOS / 497)
Objective, strategy, fees and risks. 21 filings on SEC EDGAR.
- Filed Apr 28, 2026 · 485BPOS
- Filed Apr 28, 2025 · 485BPOS
- Filed Apr 25, 2024 · 485BPOS
- Filed Apr 27, 2023 · 485BPOS
- Filed Apr 28, 2022 · 485BPOS
- Filed Apr 28, 2021 · 485BPOS
- Filed May 14, 2020 · 485BPOS
- Filed May 9, 2019 · 485BPOS
- Filed May 14, 2018 · 485BPOS
- Filed May 17, 2017 · 485BPOS
- Filed May 12, 2016 · 485BPOS
- Filed Mar 17, 2016 · 497
- Filed Jan 20, 2016 · 497
- Filed Dec 21, 2015 · 497
- Filed Sep 22, 2015 · 497
- Filed May 13, 2015 · 485BPOS
- Filed May 19, 2014 · 485BPOS
- Filed May 20, 2013 · 485BPOS
- Filed Oct 9, 2012 · 485BPOS
- Filed Jun 28, 2012 · 497
- Filed May 17, 2012 · 485BPOS
ESIFX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 28 filings on SEC EDGAR.
- Filed Aug 24, 2026
- Filed May 29, 2026
- Filed Feb 24, 2026
- Filed Nov 26, 2025
- Filed Aug 25, 2025
- Filed May 28, 2025
- Filed Feb 19, 2025
- Filed Nov 27, 2024
- Filed Aug 20, 2024
- Filed May 28, 2024
- Filed Feb 2, 2024
- Filed Nov 29, 2023
- Filed Aug 22, 2023
- Filed May 26, 2023
- Filed Mar 1, 2023
- Filed Nov 28, 2022
- Filed Aug 22, 2022
- Filed May 27, 2022
- Filed Feb 28, 2022
- Filed Nov 26, 2021
- Filed Aug 19, 2021
- Filed May 28, 2021
- Filed Feb 16, 2021
- Filed Nov 25, 2020
- Filed Aug 24, 2020
- Filed May 29, 2020
- Filed Feb 24, 2020
- Filed Nov 27, 2019
ESIFX Annual census (N-CEN)
Service providers, brokerage and operations. 7 filings on SEC EDGAR.
ESIFX Annual census, amended (N-CEN/A) (N-CEN/A)
1 filing on SEC EDGAR.
Browse every Eaton Vance Balanced Fund filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.