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Calvert Balanced Fund Class A (CSIFX)

US Funds

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41.54 -0.08 -0.19%

17/04 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 868.78M

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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	8.98	8.98
Shares	57.02	57.02
Bonds	33.71	33.71
Convertible	0.07	0.07
Preferred	0.21	0.21
Other	0.01	0.01

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.69	18.81
Price to Book	5.98	3.24
Price to Sales	3.80	2.25
Price to Cash Flow	18.41	12.49
Dividend Yield	0.85	1.95
5 Years Earnings Growth	21.32	11.18

Sector Allocation

Name	Net %	Category Average
Technology	34.10	24.00
Financial Services	16.45	15.63
Healthcare	11.45	12.71
Consumer Cyclical	10.02	10.17
Communication Services	9.21	7.61
Industrials	6.83	10.18
Consumer Defensive	4.93	5.95
Energy	2.53	4.90
Real Estate	1.99	4.22
Utilities	1.37	3.22
Basic Materials	1.11	3.18

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 555

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Apple	US0378331005	4.07	196.98	+1.39%
Microsoft	US5949181045	4.00	367.78	-1.03%
NVIDIA	US67066G1040	3.84	101.49	-2.87%
Federal National Mortgage Association 5.5%	-	3.82	-	-
Amazon.com	US0231351067	2.86	172.61	-0.99%
Alphabet C	US02079K1079	2.77	153.36	-1.38%
Federal National Mortgage Association 5%	-	2.67	-	-
Broadcom	US11135F1012	1.81	170.99	-2.07%
Baker Hughes	US05722G1004	1.44	38.91	+2.05%
Visa A	US92826C8394	1.43	329.61	-0.52%

Top Equity Funds by Calvert-OE

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	2.99B	-0.38	5.71	12.44
Calvert US Large Cap Core Rspnb I	2.85B	-5.87	7.82	12.10
Calvert Equity A	1.98B	-0.44	5.44	12.10
Calvert Small Cap I	1.97B	-4.33	2.18	7.88
Calvert Emerging Markets Equity Fui	897.29M	2.90	-0.76	3.93

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Recent Quotes

Name	Price	Chg.	Chg. %
Calvert Balanced .	41.54	-0.08	-0.19%
iShares S&P/TSX N.	14.47	+0.01	+0.07%
iShares Canadian .	19.69	-0.03	-0.15%
SURA Renta Variab.	2.639	+0.009	+0.35%
Guggenheim High Y.	9.810	+0.030	+0.31%
BRADESCO FUNDO DE.	2.483	-0.001	-0.06%
Fidelity Floating.	11.819	-0.011	-0.09%
Allegro Moderate .	15.057	+0.027	+0.18%