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    Calvert Balanced A (CSIFX)

    29.67 Down 0.68(2.24%) Jun 24
    Prev Close:30.35
    YTD Return*:3.38%
    Net Assets*:668.13M
    Yield*:1.34%

    * As of 31-May-16

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

    Headlines

    • No Headlines available for CSIFX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AAPL2.93N/A
    US 10 Year Note (CBT) Sept162.42N/A
    Vanguard REIT ETF2.04N/A
    OMC2.03N/A
    CVS1.86N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:668.13M
    Category:Allocation--50% to 70% Equity
    Annual Report Expense Ratio (net):1.13%

    Performance & Risk

    YTD Return:3.38%
    5y Avg Return:7.02%
    Rank in Category (ytd):26
    % Rank in Category (ytd):2.75%
    Beta (3y):1.02
    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. View More
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