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Calvert Balanced Fund Class A (CSIFX)

US Funds

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43.71 +0.42 +0.97%

19/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 910.02M

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 Change3.81%

Prev. Close43.29

Risk Rating

TTM Yield1.35%

ROE35.11%

IssuerCalvert Investments

Turnover153%

ROA16.66%

Inception Date30245

Total Assets910.02M

Expenses0.90%

Min. Investment1,000

Market Cap295.13B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1012	995	1146	1266	1619	2155
Fund Return	1.19%	-0.53%	14.64%	8.17%	10.11%	7.98%
Place in category	668	396	37	34	78	70
% in Category	88	52	7	7	15	16

Top Equity Funds by Calvert-OE

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.18B	3.29	8.23	12.68
Calvert US Large Cap Core Rspnb I	3.06B	0.61	11.22	12.72
Calvert Small Cap I	2.21B	0.41	3.50	8.53
Calvert Equity A	2.1B	3.25	7.96	12.35
Calvert Emerging Markets Equity Fui	907.71M	2.03	-2.10	3.81

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	109.07B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.04	7.27	8.46
American Funds American Balanced R6	54.59B	2.71	7.83	8.52
Vanguard Balanced Index Adm	46.71B	1.75	6.77	8.12
Fidelity Balanced K	42.26B	1.39	7.80	9.54

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.49	386.84	-0.25%
Apple	US0378331005	4.39	214.10	-0.53%
NVIDIA	US67066G1040	4.22	118.47	+0.80%
Federal National Mortgage Association 5.5%	-	3.85	-	-
Amazon.com	US0231351067	3.14	194.95	-0.30%

Technical Summary

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

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Recent Quotes

Name	Price	Chg.	Chg. %
Calvert Balanced .	43.71	+0.42	+0.97%
BTS Tactical Fixe.	7.80	+0.04	+0.52%
Renaissance Globa.	9.919	-0.019	-0.19%
NASDAQ OMX Alpha .	53.55	0.00	0.00%