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Calvert Balanced Fund Class A (CSIFX)

US Funds

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48.21 -0.35 -0.72%

17/07 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 934.63M

Type: Fund

Market: United States

Asset Class: Equity

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CSIFX Overview

Find basic information about the Calvert Balanced Fund Class A 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 CSIFX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US1316181007)

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Rating

1-Year Change4.17%

Prev. Close48.56

Risk Rating

TTM Yield1.29%

ROE38.54%

IssuerN/A

Turnover55%

ROA20.82%

Inception Date30245

Total Assets934.63M

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	1086	1105	1464	1429	2491
Fund Return	3.63%	8.64%	10.49%	13.56%	7.4%	9.56%
Place in category	426	268	409	171	164	100
% in Category	86	52	83	32	33	27

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert US Large Cap Core Rspnb I	3.5B	12.60	20.61	15.66
Calvert Equity A	1.51B	-10.31	3.91	11.56
Calvert Equity I	1.4B	-10.19	4.18	11.87
Calvert Emerging Markets Equity Fui	1.33B	31.54	24.37	10.75
Calvert US Large Cap Core Rspnb A	928.81M	12.47	20.31	15.35

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	134.44B	10.08	16.95	10.33
Vanguard Wellington Admiral	110.75B	6.50	14.87	10.25
American Funds American Balanced R6	64.31B	10.24	17.32	10.67
Vanguard Balanced Index Adm	51.41B	6.96	14.00	9.74
Fidelity Balanced	46.28B	10.45	16.37	11.95

Top Holdings

Name	ISIN	Weight %	Last	Change %
NVIDIA	-	5.51	202.81	-2.21%
Alphabet C	-	5.41	346.12	-2.17%
Apple	-	4.07	333.74	+0.14%
Microsoft	-	3.82	393.82	-1.82%
Amazon.com	-	3.34	247.23	-1.06%

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 .	48.21	-0.35	-0.72%