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Calvert Vp Sri Balanced Portfolio Class I (0P00003BSJ)

US Funds

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2.910 0.000 0.00%

08/08 - 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	6.560	6.560
Shares	55.770	55.770
Bonds	37.300	37.300
Convertible	0.080	0.080
Preferred	0.290	0.290

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.629	18.993
Price to Book	5.931	3.282
Price to Sales	3.290	2.258
Price to Cash Flow	18.166	12.384
Dividend Yield	0.897	1.921
5 Years Earnings Growth	11.640	10.725

Sector Allocation

Name	Net %	Category Average
Technology	35.560	24.552
Financial Services	16.180	15.796
Healthcare	10.920	12.506
Consumer Cyclical	9.930	9.980
Communication Services	8.610	7.603
Industrials	7.430	10.255
Consumer Defensive	5.080	6.001
Energy	2.080	4.867
Real Estate	2.010	3.365
Basic Materials	1.140	3.143
Utilities	1.060	3.221

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 514

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.64	522.04	+0.23%
Federal National Mortgage Association 5.5%	-	4.50	-	-
NVIDIA	US67066G1040	4.06	182.70	+1.07%
Federal National Mortgage Association 5%	-	3.48	-	-
Apple	US0378331005	3.20	229.35	+4.24%
Amazon.com	US0231351067	2.76	222.69	-0.20%
Alphabet C	US02079K1079	2.61	202.09	+2.44%
United States Treasury Notes 4.125%	-	1.92	-	-
Broadcom	US11135F1012	1.90	304.97	+0.40%
Visa A	US92826C8394	1.55	336.78	+1.41%

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert Balanced Portfolio Class I		331.87M	6.02	11.97	8.78

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Recent Quotes

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