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Calvert Balanced Fund Class Y (CBAYX)
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- Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 32.01M
Calvert Balanced Portfolio Class Y
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CBAYX Overview
On this page you'll find an in-depth profile of Calvert Balanced Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of CBAYX among other information.
Contact Information
Address
4550 Montgomery Ave. Suite 1000N.
Bethesda,MD 20814
United States
Bethesda,MD 20814
United States
Phone
+1 8003682745
Web
www.calvert.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Charles B. Gaffney | Vice President | 2016 | Now |
| Biography | Charles Gaffney is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2003. Charlie began his career in the investment management industry in 1996. Before joining Eaton Vance, he was affiliated with Brown Brothers Harriman as a sector portfolio manager and Morgan Stanley Dean Witter as a senior equity analyst. Charlie earned a B.A. from Bowdoin College in 1995 and an MBA from Fordham University in 2002. | ||
| Brian S. Ellis | Vice President | 2015 | Now |
| Biography | Brian Ellis, CFA, manages Calvert funds and is a Vice President of Calvert Research and Management. Prior to joining CRM, he was a fixed income portfolio manager for Calvert Investment Management, Inc. His responsibilities include portfolio construction and management, credit analysis, and trading for the firm’s fixed income strategies. In addition, he focuses on structured credit investment opportunities and is a member of the firm’s Asset Allocation Committee. Mr. Ellis has been a member of the fixed income investment team since 2012, when he joined as a Senior Fixed Income Risk Analyst and was responsible for building and overseeing the firm's proprietary fixed income risk management platform. Prior to joining Calvert in 2009, Mr. Ellis was a software engineer and analyst at Legg Mason Capital Management (now ClearBridge Investments) in Baltimore, MD. He is a CFA charterholder, and a member of the CFA Institute and CFA Society of Washington, D.C. | ||
| Vishal Khanduja | Co-Portfolio Manager | 2013 | Now |
| Biography | ISHAL KHANDUJA, CFA, Portfolio Manager. Veermata Jijabai Technology Institute, Mumbai, India, Bachelor of Engineering; Henry B. Tippie School of Management, University of Iowa, M.B.A. Mr. Khanduja joined Calvert in July, 2012 and brings strong portfolio management experience in quantitative modeling, risk management, portfolio risk and performance attribution. Prior to joining Calvert, he served as portfolio manager with Columbia Management on the Global Rates and Currency team. Prior to Columbia Management Mr. Vishal was an Associate Director with Galliard Capital Management. | ||
| Jade Huang | Portfolio Manager | 2015 | 2018 |
| Biography | November 2015 - present: Portfolio Manager, Calvert 2010 - October 2015: Senior Equity Analyst, Calvert 2006 - 2010: Equity Analyst, Calvert | ||
| Christopher Madden | Portfolio Manager | 2015 | 2018 |
| Biography | November 2015 - present: Portfolio Manager, Calvert October 2010 - October 2015: Senior Equity Analyst, Calvert | ||
| Kurt S. Moeller | Portfolio Manager | 2015 | 2017 |
| Biography | November 2015 - present: Portfolio Manager, Calvert December 2014 - October 2015: Senior Equity Analyst, Calvert May 2010 - December 2014: Senior Equity Analyst, del Rey Global Investors, LLC | ||
| Joshua Linder | Portfolio Manager | 2014 | 2017 |
| Biography | Joshua Linder, CFA, joined Calvert in 2011 with a primary focus on quantitative research and analysis to support Calvert’s internally-managed equity strategies. He also works on fundamental security analysis and is a member of Calvert’s Asset Allocation Committee. Prior to joining Calvert he spent two years as a finance and operations associate at the D.E. Shaw Group. More recently, Mr. Linder worked at the U.S.- Korea Institute conducting statistical analysis for several economic studies and as a summer associate at Deloitte Consulting. He graduated from Cornell University with a B.S. in industrial and labor relations and received a master’s in public policy from American University with a concentration in advanced quantitative research methods. Mr. Linder is a CFA charterholder and a member of the CFA Institute and CFA Society of Washington, D.C. He is a Level II candidate in the CAIA program. | ||
| Matthew Duch | Co-Portfolio Manager | 2011 | 2016 |
| Biography | Mr. Duch joined Calvert as a Portfolio Manager after working as a Trader/Sector Manager for four years at Deutsche Asset Management (DeAM) in New York City. While at DeAM, Mr. Duch was responsible for trading over $27 billion in investment grade and high yield credit for insurance and mutual fund clients. As a Sector Manager, Mr. Duch helped manage an $822 million long only credit total return portfolio that routinely outperformed the Lehman Credit Index benchmark. Prior to DeAM, Mr. Duch worked for 3.5 years at Scudder Kemper Investments in Chicago in several positions including Corporate Trader, Assistant Portfolio Manager and Inside Sales Representative. | ||
| Mauricio Agudelo | Co-Manager | 2015 | 2016 |
| Biography | Mauricio co-manages RE Advisers' fixed-income strategies. He joined RE Advisers in 2016. Prior to this role, he co-managed taxable fixed-income mutual fund portfolios for Calvert Investment Management, Inc. and held previous positions at Calvert in trading and securities analysis. Prior to joining Calvert, Mr. Agudelo completed internships at the United States Department of Agriculture in 2002 and 2003. He received a B.S. in finance from the University of Maryland,Robert H. Smith School of Business. He Minored in business culture and language, with a concentration in Spanish. He holds the Chartered Financial Analyst designation. | ||
| Natalie A. Trunow | Senior Vice President | 2008 | 2015 |
| Biography | Natalie Trunow is senior vice president and chief investment officer, equities, for Calvert Investment Management, Inc. Ms. Trunow is responsible for managing, proactively evaluating, and monitoring Calvert's sub-advised equity, balanced, sector, and asset allocation Funds. She also leads the firm’s in-house equity management, ESG integration, GTAA strategies, and new product development and implementation. Ms. Trunow has worked in global financial markets since 1985. Prior to joining Calvert Investment Management, Inc. in 2008, she was a section head and a portfolio manager in the global markets group at General Motors Asset Management in New York. In this role since 1997, she developed and managed successful in-house investment strategies in global alternatives, domestic large- and small-cap as well as alpha-generating, style-balanced funds of funds of institutional money managers. Earlier in her career, Ms. Trunow consulted with Price Waterhouse and the law firm of Owen & Davis in New York. She graduated cum laude with a B.S. in economics from NYU and holds an M.B.A. in finance from the NYU Stern School of Business. Throughout her carrier, Ms. Trunow has been involved in various volunteering and community activities including New York School Volunteer Program, Junior Achievement, and Calvert Community Partners. She serves on the advisory boards of Institutional Investor Forum, Claflin University, and Health Services for Children with Special Needs Foundation Investment Committee. | ||
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