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Calvert Vp Sri Balanced Portfolio Class I (0P00003BSJ)

US Funds

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2.570 0.000 0.00%

17/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 398.25M

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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	8.910	8.910
Shares	56.100	56.100
Bonds	34.660	34.660
Convertible	0.080	0.080
Preferred	0.250	0.250

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.699	18.806
Price to Book	5.986	3.244
Price to Sales	3.809	2.250
Price to Cash Flow	18.414	12.487
Dividend Yield	0.853	1.949
5 Years Earnings Growth	21.292	11.180

Sector Allocation

Name	Net %	Category Average
Technology	34.110	23.995
Financial Services	16.520	15.626
Healthcare	11.400	12.714
Consumer Cyclical	9.980	10.173
Communication Services	9.250	7.613
Industrials	6.830	10.185
Consumer Defensive	4.910	5.951
Energy	2.520	4.897
Real Estate	1.990	4.223
Utilities	1.360	3.225
Basic Materials	1.110	3.181

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 490

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Federal National Mortgage Association 5.5%	-	4.81	-	-
Apple	US0378331005	4.00	193.16	-1.94%
Microsoft	US5949181045	3.93	359.12	-2.35%
NVIDIA	US67066G1040	3.81	96.91	-4.51%
Federal National Mortgage Association 5%	-	2.95	-	-
Amazon.com	US0231351067	2.81	167.32	-3.06%
Alphabet C	US02079K1079	2.76	149.86	-2.28%
Broadcom	US11135F1012	1.81	166.21	-2.80%
Visa A	US92826C8394	1.42	320.10	-2.89%
Baker Hughes	US05722G1004	1.41	37.80	-2.85%

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert Balanced Portfolio Class I		308.49M	-2.65	6.54	7.91

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