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Calvert Balanced Fund Class A (CSIFX)

US Funds

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48.10 -0.56 -1.15%

23/06 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 949.07M

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 Change6.53%

Prev. Close48.66

Risk Rating

TTM Yield1.28%

ROE38.05%

IssuerCalvert Investments

Turnover55%

ROA20.22%

Inception Date30245

Total Assets949.07M

Expenses0.89%

Min. Investment1,000

Market Cap495.41B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1043	1046	1151	1527	1464	2513
Fund Return	4.3%	4.57%	15.1%	15.16%	7.93%	9.65%
Place in category	403	179	372	158	133	97
% in Category	81	37	73	30	28	25

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert US Large Cap Core Rspnb I	3.49B	12.28	23.22	15.56
Calvert Equity A	1.57B	-8.26	6.73	11.65
Calvert Equity I	1.49B	-8.16	7.00	11.96
Calvert Emerging Markets Equity Fui	1.33B	30.67	25.81	10.95
Calvert Small Cap I	1.03B	1.75	5.53	8.09

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	134.18B	9.49	18.03	10.42
Vanguard Wellington Admiral	111.91B	6.93	16.23	10.38
American Funds American Balanced R6	64.53B	9.63	18.40	10.76
Vanguard Balanced Index Adm	51.74B	7.10	15.52	9.86
Fidelity Balanced	44.7B	9.86	17.70	11.90

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	-	5.58	199.00	-0.52%
Alphabet C	-	5.58	345.11	-0.28%
Apple	-	3.82	293.08	-0.38%
Microsoft	-	3.51	365.46	-2.27%
Amazon.com	-	3.32	234.27	+0.11%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Balanced .	48.10	-0.56	-1.15%