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Calvert Balanced Fund Class A (CSIFX)

US Funds

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45.66 0.00 0%

14/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 919.41M

Type: Fund

Market: United States

Issuer: Calvert Investments

Asset Class: Equity

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CSIFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert Balanced A (CSIFX) fund. Our Calvert Balanced A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	6.55	6.68	0.13
Stocks	59.76	59.76	0.00
Bonds	33.40	33.40	0.00
Convertible	0.08	0.08	0.00
Preferred	0.20	0.20	0.00
Other	0.01	0.01	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.71	18.70
Price to Book	6.07	3.24
Price to Sales	3.49	2.25
Price to Cash Flow	19.53	12.61
Dividend Yield	0.84	1.95
5 Years Earnings Growth	13.34	11.01

Sector Allocation

Name	Net %	Category Average
Technology	37.10	24.18
Financial Services	15.22	15.50
Healthcare	11.33	12.70
Communication Services	10.58	7.50
Consumer Cyclical	9.77	10.14
Industrials	6.04	10.25
Consumer Defensive	3.58	6.05
Real Estate	2.47	4.35
Energy	2.44	4.91
Utilities	0.77	3.24
Basic Materials	0.70	3.22

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 550

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.49	408.43	-0.51%
Apple	US0378331005	4.39	244.60	+1.27%
NVIDIA	US67066G1040	4.22	138.85	+2.63%
Federal National Mortgage Association 5.5%	-	3.85	-	-
Amazon.com	US0231351067	3.14	228.68	-0.73%
Alphabet C	US02079K1079	3.14	186.87	-0.54%
Federal National Mortgage Association 5%	-	2.44	-	-
Broadcom	US11135F1012	2.16	233.04	-1.17%
Baker Hughes	US05722G1004	1.45	46.40	+0.54%
Eli Lilly	US5324571083	1.38	844.27	-3.16%

Top Equity Funds by Calvert-OE

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.31B	4.53	6.57	13.57
Calvert US Large Cap Core Rspnb I	3.11B	2.89	10.98	13.70
Calvert Small Cap I	2.28B	3.22	5.57	9.58
Calvert Equity A	2.16B	4.50	6.30	13.23
Calvert Emerging Markets Equity Fui	924.87M	1.45	-4.14	3.98

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Balanced .	45.66	0.00	0%