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Calvert Balanced Fund Class A (CSIFX)

US Funds

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45.51 +0.26 +0.57%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 900.6M

Type: Fund

Market: United States

Issuer: Calvert Investments

Asset Class: Equity

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CSIFX Overview

Find basic information about the Calvert Balanced Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add CSIFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change13.1%

Prev. Close45.25

Risk Rating

TTM Yield1.37%

ROE34.94%

IssuerCalvert Investments

Turnover153%

ROA16.42%

Inception Date30245

Total Assets900.6M

Expenses0.90%

Min. Investment1,000

Market Cap262.79B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1190	1010	1190	1172	1547	2174
Fund Return	19%	1.04%	19%	5.44%	9.12%	8.08%
Place in category	24	40	24	36	55	65
% in Category	5	11	5	9	12	14

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.34B	8.66	2.01	12.79
Calvert US Large Cap Core Rspnb I	2.98B	24.15	7.37	12.98
Calvert Small Cap I	2.26B	12.24	1.79	8.86
Calvert Equity A	2.09B	8.39	1.76	12.44
Calvert Emerging Markets Equity Fui	940.29M	6.37	-4.82	4.03

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	112.87B	14.95	4.82	8.14
Vanguard Wellington Admiral	98.78B	14.86	4.06	8.44
American Funds American Balanced R6	56.69B	15.30	5.15	8.47
Vanguard Balanced Index Adm	46.17B	14.59	3.84	8.17
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.44	443.71	-0.56%
NVIDIA	US67066G1040	4.27	146.24	-0.56%
Apple	US0378331005	4.10	222.64	-0.53%
Federal National Mortgage Association 5.5%	-	3.84	-	-
Amazon.com	US0231351067	2.95	233.42	-0.68%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Strong Buy
Technical Indicators	BUY	Strong Sell	Strong Buy
Summary	Buy	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Balanced .	45.51	+0.26	+0.57%