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Calvert Vp Sri Balanced Portfolio Class I (0P00003BSJ)

US Funds

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2.810 0.000 0%

14/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 423.06M

Type: Fund

Market: United States

Issuer: Calvert Research and Management

Asset Class: Equity

General
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0P00003BSJ Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert VP SRI Balanced Portfolio (0P00003BSJ) fund. Our Calvert VP SRI Balanced Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	6.610	6.610
Stocks	58.360	58.360
Bonds	34.710	34.710
Convertible	0.080	0.080
Preferred	0.240	0.240

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.701	18.704
Price to Book	6.069	3.240
Price to Sales	3.486	2.247
Price to Cash Flow	19.511	12.613
Dividend Yield	0.838	1.948
5 Years Earnings Growth	13.345	11.011

Sector Allocation

Name	Net %	Category Average
Technology	37.120	24.181
Financial Services	15.260	15.500
Healthcare	11.270	12.699
Communication Services	10.570	7.495
Consumer Cyclical	9.750	10.140
Industrials	6.030	10.246
Consumer Defensive	3.600	6.054
Real Estate	2.500	4.350
Energy	2.450	4.911
Utilities	0.770	3.243
Basic Materials	0.680	3.219

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 491

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Federal National Mortgage Association 5.5%	-	4.77	-	-
Microsoft	US5949181045	4.40	408.43	-0.51%
Apple	US0378331005	4.31	244.60	+1.27%
NVIDIA	US67066G1040	4.13	138.85	+2.63%
Amazon.com	US0231351067	3.09	228.68	-0.73%
Alphabet C	US02079K1079	3.08	186.87	-0.54%
Federal National Mortgage Association 5%	-	2.94	-	-
Broadcom	US11135F1012	2.12	233.04	-1.17%
Baker Hughes	US05722G1004	1.43	46.40	+0.54%
Eli Lilly	US5324571083	1.34	844.27	-3.16%

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert Balanced Portfolio Class I		320.77M	2.11	8.34	8.77

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert VP SRI Ba.	2.810	0.000	0%