Eaton Vance Balanced Fund — new fund registration

EATON VANCE SPECIAL INVESTMENT TRUST registered fund series on Form 485APOS, filed 2015-03-02. Featured series: Eaton Vance Balanced Fund.

Registration

• Registrant / trust: EATON VANCE SPECIAL INVESTMENT TRUST
• CIK: 0000031266
• Form: 485APOS
• Filed: 2015-03-02
• Accession: 0000940394-15-000403
• Reported net assets: $997.8M

Series & classes (30)

Showing 25 of 30 series/class rows.

Fees (from the effective prospectus)

• 12b-1 fee: 0.25%
• Gross expense ratio: 0.96%
• Management fee: 0.04%
• Net expense ratio: 0.98%
• Other expenses: 0.09%

Investment objective

The Funds investment objective is to provide current income and long-term growth of capital.

Advisers

• Eaton Vance Management (Advisor)

Other filings by this registrant (15)

• 485APOS — 2026-08-06
• 485APOS — 2026-03-02
• 485APOS — 2020-01-09
• 485APOS — 2017-03-01
• 485APOS — 2017-01-30
• 485APOS — 2016-07-14 (3 new series)
• 485APOS — 2016-03-01
• 485APOS — 2014-10-22
• 485APOS — 2014-08-19 (3 new series)
• 485APOS — 2014-05-02
• 485APOS — 2014-03-31
• 485APOS — 2012-11-13 (3 new series)

More

• Registrant profile: EATON VANCE SPECIAL INVESTMENT TRUST
• This page as markdown (for LLM agents)
• Search all SEC filings, advisers and people on Adviser Search