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Calvert Balanced A (CSIFX)

33.44 0.00(0.00%) Jul 24
Prev Close:33.44
YTD Return*:5.72%
Net Assets*:644.39M
Yield*:0.78%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for CSIFX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL3.7217.82
5 Year US Treasury Note Future June142.246.23
FDX2.2317.08
JNJ2.1517.56
WFC2.006.53

Fund Basics

Morningstar Overall Rating:
Total Assets:644.39M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.18%

Performance & Risk

YTD Return:5.72%
5y Avg Return:12.72%
Rank in Category (ytd):33
% Rank in Category (ytd):3.78%
Beta (3y):0.85
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 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 government-sponsored enterprises ("GSEs"). View More
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