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Calvert Balanced Fund Class A (CSIFX)

US Funds

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44.85 -2.24 -4.76%

27/12 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 920.2M

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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 Change14.18%

Prev. Close47.09

Risk Rating

TTM Yield1.33%

ROE35.94%

IssuerN/A

Turnover153%

ROA16.37%

Inception Date30245

Total Assets920.2M

Expenses0.90%

Min. Investment1,000

Market Cap266.08B

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 5

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	1211	1043	1258	1224	1604	2196
Fund Return	21.06%	4.33%	25.78%	6.97%	9.91%	8.18%
Place in category	23	137	29	55	60	79
% in Category	5	24	6	13	13	18

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.6B	13.04	5.20	13.25
Calvert US Large Cap Core Rspnb I	3.1B	27.76	9.68	13.27
Calvert Small Cap I	2.46B	20.87	6.60	9.83
Calvert Equity A	2.21B	12.78	4.93	12.90
Calvert Emerging Markets Equity Fui	965.9M	7.61	-4.22	3.69

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	110.57B	16.59	6.58	8.25
Vanguard Wellington Admiral	102.03B	17.05	6.03	8.62
American Funds American Balanced R6	55.76B	16.91	6.91	8.59
Vanguard Balanced Index Adm	47.65B	17.54	5.48	8.44
Fidelity Advisor Balanced A	42.26B	18.41	6.40	9.45

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.66	430.53	-1.73%
NVIDIA	US67066G1040	4.26	137.01	-2.09%
Apple	US0378331005	4.15	255.59	-1.32%
Federal National Mortgage Association 5.5%	-	3.94	-	-
Alphabet C	US02079K1079	2.91	194.04	-1.55%

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Balanced .	44.85	-2.24	-4.76%