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Calvert Balanced Fund Class A (CSIFX)

US Funds

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49.73 -0.11 -0.22%

14/08 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 927.68M

Type: Fund

Market: United States

Asset Class: Equity

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CSIFX Overview

Find key information about the Calvert Balanced Fund Class A fund including performance, price, total assets, risk rating, minimum investment, market cap and category. Review manager background, investment policies (including diversification), and past performance. In addition we provide you related CSIFX news, analysis tools, interactive charts and analysis articles. Add Calvert Balanced A (CSIFX) to your portfolio and watchlist to track ongoing performance and price movements. (ISIN: US1316181007)

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Rating

1-Year Change5.39%

Prev. Close49.84

Risk Rating

TTM Yield1.29%

ROE38.54%

IssuerN/A

Turnover55%

ROA20.82%

Inception Date30245

Total Assets927.68M

Expenses0.89%

Min. Investment1,000

Market Cap549.99B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1036	1013	1089	1437	1405	2432
Fund Return	3.57%	1.3%	8.91%	12.84%	7.04%	9.29%
Place in category	447	414	430	147	165	90
% in Category	91	79	87	27	33	25

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert US Large Cap Core Rspnb I	3.48B	11.89	19.09	15.11
Calvert Equity A	1.57B	-4.70	5.18	11.80
Calvert Equity I	1.38B	-4.55	5.45	12.11
Calvert Emerging Markets Equity Fui	1.25B	22.37	19.43	9.51
Calvert US Large Cap Core Rspnb A	925.07M	11.73	18.79	14.79

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	134.44B	8.42	15.57	9.98
Vanguard Wellington Admiral	109B	5.43	13.73	9.88
American Funds American Balanced R6	64.31B	8.60	15.92	10.32
Vanguard Balanced Index Adm	50.8B	6.11	12.90	9.37
Fidelity Balanced	45.76B	9.50	15.25	11.52

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	-	5.51	225.16	-0.06%
Alphabet C	-	5.41	343.54	-0.12%
Apple	-	4.07	305.93	+0.22%
Microsoft	-	3.82	495.40	-0.30%
Amazon.com	-	3.34	262.65	-0.94%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Balanced .	49.73	-0.11	-0.22%