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Calvert Vp Sri Balanced Portfolio Class I (0P00003BSJ)

US Funds

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2.780 +0.010 +0.36%

17/10 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 423.6M

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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	6.200	6.200
Shares	57.210	57.210
Bonds	36.240	36.240
Convertible	0.080	0.080
Preferred	0.280	0.280

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	27.249	19.289
Price to Book	6.015	3.304
Price to Sales	3.502	2.308
Price to Cash Flow	19.602	12.537
Dividend Yield	0.871	1.895
5 Years Earnings Growth	11.998	10.803

Sector Allocation

Name	Net %	Category Average
Technology	38.020	24.713
Financial Services	15.110	15.745
Consumer Cyclical	9.920	10.073
Communication Services	9.470	7.741
Healthcare	8.900	12.322
Industrials	7.430	10.237
Consumer Defensive	4.600	6.000
Real Estate	2.350	3.213
Energy	2.110	4.799
Basic Materials	1.100	3.152
Utilities	1.000	3.231

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 515

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.92	517.28	+0.72%
NVIDIA	US67066G1040	4.84	183.60	+0.21%
Federal National Mortgage Association 5.5%	-	4.41	-	-
Apple	US0378331005	3.50	263.26	+4.35%
Federal National Mortgage Association 5%	-	3.42	-	-
Alphabet C	US02079K1079	3.11	256.66	+1.13%
Amazon.com	US0231351067	2.92	215.89	+1.34%
Broadcom	US11135F1012	2.10	349.70	+0.11%
United States Treasury Notes 4.125%	-	1.86	-	-
Visa A	US92826C8394	1.46	343.87	+0.58%

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert Balanced Portfolio Class I		336.28M	9.19	16.72	9.88

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