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Calvert Vp Sri Balanced Portfolio Class I (0P00003BSJ)

US Funds

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2.930 -0.020 -0.68%

29/08 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 420.7M

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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 %	Short %
Cash	6.840	6.940	0.100
Shares	56.200	56.200	0.000
Bonds	36.590	36.590	0.000
Convertible	0.080	0.080	0.000
Preferred	0.280	0.280	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	26.801	19.145
Price to Book	6.265	3.303
Price to Sales	3.463	2.281
Price to Cash Flow	19.205	12.467
Dividend Yield	0.852	1.918
5 Years Earnings Growth	12.129	10.729

Sector Allocation

Name	Net %	Category Average
Technology	37.850	24.642
Financial Services	15.530	15.710
Consumer Cyclical	9.800	10.037
Healthcare	9.700	12.378
Communication Services	8.760	7.605
Industrials	7.360	10.298
Consumer Defensive	4.770	6.008
Energy	2.070	4.876
Real Estate	1.990	3.339
Basic Materials	1.100	3.134
Utilities	1.070	3.248

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 499

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.86	506.69	-0.58%
NVIDIA	US67066G1040	4.60	174.18	-3.32%
Federal National Mortgage Association 5.5%	-	4.40	-	-
Federal National Mortgage Association 5%	-	3.41	-	-
Apple	US0378331005	3.17	232.14	-0.18%
Amazon.com	US0231351067	2.93	229.00	-1.12%
Alphabet C	US02079K1079	2.59	213.53	+0.55%
Broadcom	US11135F1012	2.09	297.39	-3.65%
United States Treasury Notes 4.125%	-	1.87	-	-
Visa A	US92826C8394	1.46	351.78	+0.55%

Top Equity Funds by Calvert Research and Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Calvert Balanced Portfolio Class I		330.9M	6.02	11.97	8.78

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