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Calvert Balanced Fund Class I (CBAIX)

US Funds

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44.440 -0.340 -0.76%

08:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 318.75M

Type: Fund

Market: United States

Issuer: Calvert Research and Management

Asset Class: Equity

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CBAIX Overview

Find basic information about the Calvert Balanced Fund Class I 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 CBAIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change3.95%

Prev. Close44.78

Risk Rating

TTM Yield1.54%

ROE35.11%

IssuerCalvert Research and Management

Turnover153%

ROA16.66%

Inception DateFeb 26, 1999

Total Assets318.75M

Expenses0.66%

Min. Investment1,000,000

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	1149	1275	1639	2218
Fund Return	1.23%	-0.48%	14.92%	8.43%	10.38%	8.29%
Place in category	663	373	29	27	58	49
% in Category	87	49	6	6	13	13

Top Equity Funds by Calvert-OE

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert VP SRI Balanced Portfolio		418.31M	1.09	8.51	8.28

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	109.72B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.04	7.27	8.46
American Funds American Balanced R6	54.93B	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	387.82	+1.12%
Apple	US0378331005	4.39	215.24	+1.20%
NVIDIA	US67066G1040	4.22	117.52	+1.81%
Federal National Mortgage Association 5.5%	-	3.85	-	-
Amazon.com	US0231351067	3.14	195.54	+1.41%

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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