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Calvert Balanced Fund Class I (CBAIX)

US Funds

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46.160 +0.150 +0.33%

04/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 321.73M

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CBAIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert Balanced Portfolio Class I (CBAIX) fund. Our Calvert Balanced Portfolio Class I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	7.990	7.990
Shares	56.130	56.130
Bonds	35.600	35.600
Convertible	0.080	0.080
Preferred	0.210	0.210
Other	0.010	0.010

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.790	18.446
Price to Book	5.759	3.223
Price to Sales	3.597	2.208
Price to Cash Flow	17.091	12.237
Dividend Yield	0.916	1.937
5 Years Earnings Growth	20.991	11.236

Sector Allocation

Name	Net %	Category Average
Technology	32.710	23.875
Financial Services	17.220	15.863
Healthcare	11.320	13.117
Consumer Cyclical	10.280	9.976
Communication Services	8.960	7.489
Industrials	7.780	10.128
Consumer Defensive	5.110	6.061
Energy	2.650	4.985
Real Estate	2.070	3.397
Basic Materials	1.180	3.179
Utilities	0.730	3.215

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 562

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	3.95	467.68	+0.82%
Federal National Mortgage Association 5.5%	-	3.92	-	-
Apple	US0378331005	3.91	200.68	-1.06%
NVIDIA	US67066G1040	3.46	139.99	-1.36%
Federal National Mortgage Association 5%	-	2.77	-	-
Amazon.com	US0231351067	2.68	207.94	+0.34%
Alphabet C	US02079K1079	2.63	169.81	+0.25%
Baker Hughes	US05722G1004	1.48	37.15	-0.38%
Broadcom	US11135F1012	1.48	259.95	-0.43%
Visa A	US92826C8394	1.44	366.77	-0.33%

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert VP SRI Balanced Portfolio		407.02M	-2.92	8.90	7.86

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Recent Quotes

Name	Price	Chg.	Chg. %
Calvert Balanced .	46.160	+0.150	+0.33%
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