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Calvert Vp Sri Balanced Portfolio Class I (0P00003BSJ)

US Funds

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2.870 +0.010 +0.35%

17/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 418.42M

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0P00003BSJ Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert VP SRI Balanced Portfolio (0P00003BSJ) fund. Our Calvert VP SRI Balanced Portfolio portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	6.940	6.940
Shares	54.610	54.610
Bonds	38.110	38.110
Convertible	0.080	0.080
Preferred	0.260	0.260

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.098	18.596
Price to Book	5.647	3.224
Price to Sales	3.101	2.207
Price to Cash Flow	17.046	12.213
Dividend Yield	0.935	1.940
5 Years Earnings Growth	20.217	10.932

Sector Allocation

Name	Net %	Category Average
Technology	33.000	24.010
Financial Services	16.310	15.882
Healthcare	12.420	12.922
Consumer Cyclical	10.150	9.979
Communication Services	8.910	7.520
Industrials	7.450	10.184
Consumer Defensive	5.440	6.083
Energy	2.180	4.910
Real Estate	2.150	3.393
Basic Materials	1.180	3.184
Utilities	0.820	3.212

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 519

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Federal National Mortgage Association 5.5%	-	4.73	-	-
Microsoft	US5949181045	4.15	510.04	-0.32%
Apple	US0378331005	3.53	211.18	+0.55%
NVIDIA	US67066G1040	3.41	172.41	-0.34%
Federal National Mortgage Association 5%	-	3.04	-	-
Alphabet C	US02079K1079	2.74	185.94	+0.67%
Amazon.com	US0231351067	2.59	226.13	+1.00%
United States Treasury Notes 4.125%	-	2.02	-	-
Visa A	US92826C8394	1.53	349.05	-0.22%
Broadcom	US11135F1012	1.51	283.34	-1.09%

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert Balanced Portfolio Class I		331.87M	4.53	13.42	8.71

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