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Calvert Vp Sri Balanced Portfolio Class I (0P00003BSJ)

US Funds

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2.760 0.000 0.00%

30/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 394.71M

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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	6.590	6.590
Shares	55.150	55.150
Bonds	37.920	37.920
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	23.797	18.446
Price to Book	5.755	3.223
Price to Sales	3.599	2.208
Price to Cash Flow	17.081	12.237
Dividend Yield	0.916	1.937
5 Years Earnings Growth	20.975	11.236

Sector Allocation

Name	Net %	Category Average
Technology	32.610	23.875
Financial Services	17.310	15.863
Healthcare	11.230	13.117
Consumer Cyclical	10.350	9.976
Communication Services	9.060	7.489
Industrials	7.710	10.128
Consumer Defensive	5.080	6.061
Energy	2.660	4.985
Real Estate	2.080	3.397
Basic Materials	1.190	3.179
Utilities	0.730	3.215

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 497

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Federal National Mortgage Association 5.5%	-	5.02	-	-
Microsoft	US5949181045	3.90	460.36	+0.37%
Apple	US0378331005	3.86	200.85	+0.45%
NVIDIA	US67066G1040	3.36	135.13	-2.92%
Federal National Mortgage Association 5%	-	3.09	-	-
Amazon.com	US0231351067	2.65	205.01	-0.34%
Alphabet C	US02079K1079	2.63	172.85	-0.06%
United States Treasury Notes 4.125%	-	1.99	-	-
Baker Hughes	US05722G1004	1.47	37.05	-0.83%
Broadcom	US11135F1012	1.44	242.07	+0.04%

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert Balanced Portfolio Class I		309.84M	-2.60	8.87	7.90

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Recent Quotes

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