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Calvert Balanced Fund Class A (CSIFX)

US Funds

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46.20 -0.19 -0.41%

01:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 936.75M

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 Change7.61%

Prev. Close46.39

Risk Rating

TTM Yield1.34%

ROE36.33%

IssuerCalvert Investments

Turnover84%

ROA19.56%

Inception Date30245

Total Assets936.75M

Expenses0.89%

Min. Investment1,000

Market Cap436.91B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	997	990	1097	1518	1475	2562
Fund Return	-0.25%	-0.97%	9.73%	14.94%	8.08%	9.86%
Place in category	438	448	405	122	169	93
% in Category	92	95	81	23	37	27

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert US Large Cap Core Rspnb I	3.23B	0.62	20.62	15.31
Calvert Equity I	2.15B	-3.54	9.77	13.29
Calvert Equity A	1.83B	-3.57	9.50	12.97
Calvert Small Cap I	1.35B	5.13	4.15	9.40
Calvert Emerging Markets Equity Fui	1.12B	16.03	20.39	10.41

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	129.07B	4.24	17.15	10.53
Vanguard Wellington Admiral	107.1B	0.73	15.42	10.52
American Funds American Balanced R6	64.23B	4.27	17.51	10.87
Vanguard Balanced Index Adm	49.6B	1.33	14.66	9.93
Fidelity Balanced	43.66B	2.24	16.91	11.88

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA Corp	-	5.33	-	-
Microsoft Corp	-	4.77	-	-
Alphabet Inc Class C	-	4.69	-	-
Apple Inc	-	4.23	-	-
Federal National Mortgage Association 5%	-	3.50	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong 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 .	46.20	-0.19	-0.41%
	1U1	24.650	-0.450	-1.79%