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Calvert Vp Sri Balanced Portfolio Class I (0P00003BSJ)

US Funds

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2.850 +0.010 +0.35%

27/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 407.02M

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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	18.531
Price to Book	5.647	3.217
Price to Sales	3.101	2.203
Price to Cash Flow	17.046	12.193
Dividend Yield	0.935	1.943
5 Years Earnings Growth	20.217	11.024

Sector Allocation

Name	Net %	Category Average
Technology	33.000	23.943
Financial Services	16.310	15.898
Healthcare	12.420	12.977
Consumer Cyclical	10.150	9.980
Communication Services	8.910	7.513
Industrials	7.450	10.167
Consumer Defensive	5.440	6.083
Energy	2.180	4.942
Real Estate	2.150	3.399
Basic Materials	1.180	3.179
Utilities	0.820	3.220

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	495.94	-0.30%
Apple	US0378331005	3.53	201.08	+0.04%
NVIDIA	US67066G1040	3.41	157.75	+1.76%
Federal National Mortgage Association 5%	-	3.04	-	-
Alphabet C	US02079K1079	2.74	178.27	+2.20%
Amazon.com	US0231351067	2.59	223.30	+2.85%
United States Treasury Notes 4.125%	-	2.02	-	-
Visa A	US92826C8394	1.53	348.61	+0.75%
Broadcom	US11135F1012	1.51	269.35	-0.30%

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert Balanced Portfolio Class I		321.73M	0.99	10.32	8.18

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert VP SRI Ba.	2.850	+0.010	+0.35%