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Calvert Balanced Fund Class A (CSIFX)

US Funds

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46.90 +0.16 +0.34%

26/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 888.67M

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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 Change23.23%

Prev. Close46.74

Risk Rating

TTM Yield1.38%

ROE34.82%

IssuerN/A

Turnover67%

ROA15.73%

Inception Date30245

Total Assets888.67M

Expenses0.92%

Min. Investment1,000

Market Cap263.83B

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	1167	1029	1301	1168	1574	2162
Fund Return	16.66%	2.88%	30.05%	5.33%	9.5%	8.01%
Place in category	18	79	21	50	65	77
% in Category	4	12	4	11	13	17

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.57B	8.34	3.45	13.10
Calvert US Large Cap Core Rspnb I	2.93B	19.80	6.97	12.93
Calvert Small Cap I	2.25B	9.13	1.64	8.86
Calvert Equity A	2.15B	8.12	3.19	12.75
Calvert Emerging Markets Equity Fui	1.02B	10.67	-4.80	3.98

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

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	111.7B	13.30	5.24	8.16
Vanguard Wellington Admiral	98.64B	12.38	4.27	8.38
American Funds American Balanced R6	56.13B	13.59	5.57	8.49
Vanguard Balanced Index Adm	46.01B	12.51	3.69	8.16
Fidelity Advisor Balanced A	42.26B	13.59	4.45	9.16

Top Holdings

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.90	427.99	+2.20%
Apple	US0378331005	4.25	235.06	+0.94%
Federal National Mortgage Association 5.5%	-	4.00	-	-
NVIDIA	US67066G1040	3.81	136.92	+0.66%
Alphabet C	US02079K1079	2.79	170.62	+0.70%

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 .	46.90	+0.16	+0.34%