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Calvert Balanced Fund Class I (CBAIX)

US Funds

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46.480 +0.370 +0.80%

28/01 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 305.73M

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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	5.840	5.840
Shares	60.720	60.720
Bonds	33.220	33.220
Preferred	0.210	0.210
Other	0.010	0.010

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	26.100	18.714
Price to Book	6.183	3.250
Price to Sales	3.587	2.260
Price to Cash Flow	19.574	12.642
Dividend Yield	0.858	1.937
5 Years Earnings Growth	16.449	11.257

Sector Allocation

Name	Net %	Category Average
Technology	36.220	24.086
Financial Services	15.790	15.449
Healthcare	11.620	12.799
Communication Services	9.640	7.447
Consumer Cyclical	8.910	9.995
Industrials	6.450	10.279
Consumer Defensive	4.580	6.106
Real Estate	2.630	4.395
Energy	2.610	4.932
Utilities	0.800	3.262
Basic Materials	0.750	3.304

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 551

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.44	442.33	-1.09%
NVIDIA	US67066G1040	4.27	123.70	-4.03%
Apple	US0378331005	4.10	239.36	+0.46%
Federal National Mortgage Association 5.5%	-	3.84	-	-
Amazon.com	US0231351067	2.95	237.07	-0.45%
Alphabet C	US02079K1079	2.76	197.18	+0.06%
Federal National Mortgage Association 5%	-	2.45	-	-
Baker Hughes	US05722G1004	1.58	43.07	-0.49%
Broadcom	US11135F1012	1.48	206.35	-0.49%
Eli Lilly	US5324571083	1.40	804.08	-0.11%

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert VP SRI Balanced Portfolio		415.58M	19.61	5.73	8.41

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Balanced .	46.480	+0.370	+0.80%