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Calvert Vp Sri Balanced Portfolio Class I (0P00003BSJ)

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2.660 -0.010 -0.37%

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

Morningstar Rating:
Total Assets: 423.06M

Type: Fund

Market: United States

Issuer: Calvert Research and Management

Asset Class: Equity

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0P00003BSJ Overview

Find basic information about the Calvert Vp Sri Balanced Portfolio 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 0P00003BSJ 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 Change6.8%

Prev. Close2.67

Risk Rating

TTM Yield1.63%

ROE35.10%

IssuerCalvert Research and Management

Turnover74%

ROA16.65%

Inception DateSep 02, 1986

Total Assets423.06M

Expenses0.64%

Min. InvestmentN/A

Market Cap295.41B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1018	1041	1198	1272	1576	2316
Fund Return	1.82%	4.1%	19.77%	8.35%	9.53%	8.76%
Place in category	283	42	9	2	17	23
% in Category	86	17	5	4	12	10

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert Balanced Portfolio Class I		320.77M	1.23	8.43	8.29

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	108.36B	2.65	7.48	8.19
Vanguard Wellington Admiral	99.51B	2.03	7.26	8.46
American Funds American Balanced R6	54.19B	2.71	7.83	8.52
Vanguard Balanced Index Adm	46.71B	1.75	6.77	8.12
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
Federal National Mortgage Association 5.5%	-	4.77	-	-
Microsoft	US5949181045	4.40	380.84	+0.10%
Apple	US0378331005	4.31	216.79	-1.84%
NVIDIA	US67066G1040	4.13	114.34	+5.14%
Amazon.com	US0231351067	3.09	197.39	+0.41%

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 VP SRI Ba.	2.660	-0.010	-0.37%