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Calvert Balanced Fund Class I (CBAIX)

US Funds

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47.680 +0.040 +0.08%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 285.68M

Type: Fund

Market: United States

Issuer: Calvert Research and Management

Asset Class: Equity

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CBAIX Overview

Find basic information about the Calvert Balanced Fund 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 CBAIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US1316188291)

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Rating

1-Year Change22.56%

Prev. Close47.64

Risk Rating

TTM Yield1.56%

ROE34.82%

IssuerCalvert Research and Management

Turnover67%

ROA15.73%

Inception DateFeb 26, 1999

Total Assets285.68M

Expenses0.67%

Min. Investment1,000,000

Market Cap263.83B

CategoryAllocation - - 50% to 70% Equity

What is your sentiment on Calvert Balanced Portfolio Class I?

Market is currently closed. Voting is open during market hours.

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1169	1029	1304	1177	1594	2227
Fund Return	16.88%	2.93%	30.36%	5.58%	9.77%	8.34%
Place in category	16	77	16	25	52	53
% in Category	4	12	3	6	11	12

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert VP SRI Balanced Portfolio		412.29M	16.99	5.59	8.31

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.83B	13.30	5.24	8.16
Vanguard Wellington Admiral	98.64B	12.38	4.27	8.38
American Funds American Balanced R6	55.56B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.01B	12.51	3.69	8.16
Fidelity Advisor Balanced Fund Clas	42.26B	13.97	4.86	9.58

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.90	417.00	+1.00%
Apple	US0378331005	4.25	229.87	+0.59%
Federal National Mortgage Association 5.5%	-	4.00	-	-
NVIDIA	US67066G1040	3.81	141.95	-3.22%
Alphabet C	US02079K1079	2.79	166.57	-1.58%

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 .	47.680	+0.040	+0.08%
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New Alternatives .	64.80	+0.32	+0.50%
Fondo SAM Balance.	1.973	+0.010	+0.58%
ISRAEL PORTS B1 -.	114.760	0.000	0.00%
Virtus Quality Sm.	29.14	+0.43	+1.50%
DFA Global Real E.	17.061	+0.110	+0.62%
Oppenheimer Inter.	40.85	+0.40	+0.99%