Calvert Balanced A (CSIFX)
31.33 0.15(0.48%) Dec 20
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.18%|
Performance & Risk
|5y Avg Return:||12.78%|
|Rank in Category (ytd):||46|
|% Rank in Category (ytd):||5.25%|
|Morningstar Risk Rating:||2|
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 and which satisfy the investment criteria, including financial, sustainability and social responsibility factors.
The fund typically invests about 60% of net assets in stocks and 40% in bonds or other fixed-income investments. Stock investments are primarily common stock in large-cap companies. It invests in debt and mortgage-backed securities issued by GSEs such as the FNMA and the FHLMC. View More