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    Calvert Balanced A (CSIFX)

    34.70 Down 0.06(0.17%) Apr 27
    Prev Close:34.76
    YTD Return*:1.65%
    Net Assets*:713.47M
    Yield*:1.11%

    * As of 31-Mar-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for CSIFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    5 Year US Treasury Note Future Mar154.0112.99
    AAPL3.80-0.97
    WFC2.63-4.16
    FDX2.53-0.88
    AMGN2.535.88

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:713.47M
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.16%

    Performance & Risk

    YTD Return:1.65%
    5y Avg Return:9.78%
    Rank in Category (ytd):60
    % Rank in Category (ytd):6.29%
    Beta (3y):0.87
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks to achieve a competitive total return through an actively managed portfolio of stocks, bonds, and money market instruments which offer income and capital growth opportunity. The fund typically invests about 60% of its net assets in stocks and 40% in bonds or other fixed-income investments. Stock investments are primarily common stock in large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities. View More
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