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Calvert Balanced Fund Class A (CSIFX)

US Funds

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45.37 0.00 0%

04/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 899.07M

Type: Fund

Market: United States

Issuer: Calvert Investments

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.

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Rating

1-Year Change24.4%

Prev. Close45.37

Risk Rating

TTM Yield1.37%

ROE35.54%

IssuerCalvert Investments

Turnover67%

ROA15.95%

Inception Date30245

Total Assets899.07M

Expenses0.92%

Min. Investment1,000

Market Cap267.23B

CategoryAllocation - - 50% to 70% Equity

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Calvert Balanced Fund Class A Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1178	1050	1290	1227	1604	2235
Fund Return	17.77%	5.02%	29.02%	7.06%	9.91%	8.38%
Place in category	16	587	15	54	76	74
% in Category	3	73	3	11	15	17

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.8B	12.22	6.93	13.81
Calvert US Large Cap Core Rspnb I	2.97B	20.88	9.77	13.35
Calvert Small Cap I	2.33B	11.83	4.14	9.81
Calvert Equity A	2.24B	12.01	6.67	13.46
Calvert Emerging Markets Equity Fui	1.1B	15.34	-3.15	4.69

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	109.02B	14.57	6.92	8.44
Vanguard Wellington Admiral	100.41B	13.87	6.17	8.69
American Funds American Balanced R6	54.73B	14.83	7.25	8.77
Vanguard Balanced Index Adm	46.77B	14.11	5.56	8.54
Fidelity Balanced K	8.87B	15.42	7.06	9.95

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.80	408.46	-0.47%
Apple	US0378331005	4.22	222.01	-0.40%
NVIDIA	US67066G1040	3.79	136.05	+0.48%
Alphabet C	US02079K1079	2.89	170.68	-1.14%
Amazon.com	US0231351067	2.64	195.78	-1.09%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Balanced .	45.37	0.00	0%