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Calvert Balanced Fund Class A (CSIFX)

US Funds

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46.02 -0.13 -0.28%

11/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 911.28M

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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	7.51	7.51
Shares	55.92	55.92
Bonds	36.28	36.28
Convertible	0.08	0.08
Preferred	0.21	0.21
Other	0.01	0.01

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.10	18.60
Price to Book	5.66	3.22
Price to Sales	3.10	2.21
Price to Cash Flow	17.05	12.21
Dividend Yield	0.94	1.94
5 Years Earnings Growth	20.16	10.93

Sector Allocation

Name	Net %	Category Average
Technology	33.05	24.01
Financial Services	16.27	15.88
Healthcare	12.47	12.92
Consumer Cyclical	10.22	9.98
Communication Services	8.80	7.52
Industrials	7.48	10.18
Consumer Defensive	5.45	6.08
Energy	2.17	4.91
Real Estate	2.12	3.39
Basic Materials	1.16	3.18
Utilities	0.82	3.21

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 587

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.21	503.32	+0.37%
Federal National Mortgage Association 5.5%	-	3.99	-	-
Apple	US0378331005	3.63	211.16	-0.59%
NVIDIA	US67066G1040	3.51	164.92	+0.50%
Alphabet C	US02079K1079	2.74	181.31	+1.46%
Federal National Mortgage Association 5%	-	2.69	-	-
Amazon.com	US0231351067	2.62	225.02	+1.24%
Visa A	US92826C8394	1.58	347.93	-2.23%
Broadcom	US11135F1012	1.56	274.38	-0.37%
United States Treasury Bills 0%	-	1.32	-	-

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert US Large Cap Core Rspnb I	3.13B	4.73	19.09	13.16
Calvert Equity I	2.94B	5.32	12.57	12.96
Calvert Equity A	2.04B	5.18	12.29	12.63
Calvert Small Cap I	1.94B	-2.25	8.28	7.93
Calvert Emerging Markets Equity Fui	942.78M	16.89	9.27	5.24

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