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Calvert Vp Sri Balanced Portfolio Class I (0P00003BSJ)

US Funds

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2.810 +0.010 +0.36%

07:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 415.58M

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	6.310	6.310
Stocks	59.060	59.060
Bonds	34.380	34.380
Preferred	0.250	0.250

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	26.100	18.683
Price to Book	6.184	3.244
Price to Sales	3.586	2.253
Price to Cash Flow	19.576	12.611
Dividend Yield	0.858	1.946
5 Years Earnings Growth	16.455	11.190

Sector Allocation

Name	Net %	Category Average
Technology	36.220	24.099
Financial Services	15.810	15.464
Healthcare	11.590	12.786
Communication Services	9.650	7.451
Consumer Cyclical	8.890	10.042
Industrials	6.450	10.275
Consumer Defensive	4.600	6.094
Real Estate	2.640	4.382
Energy	2.610	4.931
Utilities	0.800	3.248
Basic Materials	0.740	3.278

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%	-	4.70	-	-
Microsoft	US5949181045	4.33	415.82	+0.61%
NVIDIA	US67066G1040	4.17	128.68	+3.08%
Apple	US0378331005	4.00	233.22	+0.32%
Federal National Mortgage Association 5%	-	2.91	-	-
Amazon.com	US0231351067	2.89	238.83	+1.13%
Alphabet C	US02079K1079	2.69	193.31	+0.01%
Baker Hughes	US05722G1004	1.54	46.98	-3.83%
Broadcom	US11135F1012	1.45	231.36	-0.28%
Eli Lilly	US5324571083	1.36	870.37	+3.35%

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert Balanced Portfolio Class I		305.73M	2.11	8.34	8.77

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert VP SRI Ba.	2.810	+0.010	+0.36%