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Calvert Balanced Fund Class A (CSIFX)

US Funds

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46.55 +0.42 +0.91%

20/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 920.2M

Type: Fund

Market: United States

Issuer: Calvert Investments

Asset Class: Equity

General
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CSIFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert Balanced A (CSIFX) fund. Our Calvert Balanced A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	6.04	6.04
Stocks	60.12	60.12
Bonds	33.61	33.61
Preferred	0.22	0.22
Other	0.01	0.01

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.89	18.49
Price to Book	6.17	3.23
Price to Sales	3.40	2.26
Price to Cash Flow	18.27	12.61
Dividend Yield	0.92	1.94
5 Years Earnings Growth	16.27	11.66

Sector Allocation

Name	Net %	Category Average
Technology	37.46	24.01
Financial Services	15.54	15.16
Healthcare	10.45	13.03
Communication Services	10.02	7.43
Consumer Cyclical	8.43	9.84
Industrials	6.36	10.26
Consumer Defensive	4.53	6.20
Real Estate	2.53	4.47
Energy	2.38	4.99
Utilities	1.31	3.27
Basic Materials	0.99	3.43

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 545

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.66	435.25	-0.31%
NVIDIA	US67066G1040	4.26	139.63	+3.66%
Apple	US0378331005	4.15	255.27	+0.31%
Federal National Mortgage Association 5.5%	-	3.94	-	-
Alphabet C	US02079K1079	2.91	195.99	+1.57%
Amazon.com	US0231351067	2.75	224.95	+0.01%
Federal National Mortgage Association 5%	-	2.51	-	-
Broadcom	US11135F1012	1.70	232.35	+5.52%
AbbVie	US00287Y1091	1.46	178.39	+1.60%
Baker Hughes	US05722G1004	1.42	40.15	-0.42%

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.6B	13.04	5.20	13.25
Calvert US Large Cap Core Rspnb I	3.1B	27.76	9.68	13.27
Calvert Small Cap I	2.46B	20.87	6.60	9.83
Calvert Equity A	2.21B	12.78	4.93	12.90
Calvert Emerging Markets Equity Fui	965.9M	7.61	-4.22	3.69

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Balanced .	46.55	+0.42	+0.91%