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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 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 %
Cash	5.99	5.99
Stocks	59.66	59.66
Bonds	34.14	34.14
Preferred	0.21	0.21
Other	0.01	0.01

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	27.03	18.57
Price to Book	6.15	3.15
Price to Sales	3.14	2.19
Price to Cash Flow	18.08	12.22
Dividend Yield	0.93	1.99
5 Years Earnings Growth	16.08	11.56

Sector Allocation

Name	Net %	Category Average
Technology	36.02	23.57
Financial Services	14.67	15.03
Healthcare	12.73	13.31
Communication Services	10.07	7.28
Consumer Cyclical	8.49	9.79
Industrials	6.14	10.42
Consumer Defensive	4.54	6.29
Real Estate	2.31	4.39
Energy	2.22	5.25
Utilities	1.77	3.20
Basic Materials	1.05	3.45

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 543

Number of short holdings: 1

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%
Federal National Mortgage Association 5%	-	2.58	-	-
United States Treasury Bills 0%	-	2.43	-	-
Federal National Mortgage Association 4%	-	1.96	-	-
Eli Lilly	US5324571083	1.56	806.14	-1.56%
Broadcom	US11135F1012	1.53	168.55	-0.22%

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

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Recent Quotes

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