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Calvert Balanced Portfolio

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CSGCX:US
NASDAQ GM
27.05
USD
0.24
0.88%
As of 09:29:30 ET on 02/05/2016.
Fund Type
Open-End Fund
52Wk Range
26.92 - 30.65
1 Yr Return
-8.29%
YTD Return
-4.95%
Previous Close
27.29
52Wk Range
26.92 - 30.65
1 Yr Return
-8.71%
YTD Return
-4.95%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 02/05/2016)
27.05
Total Assets (m USD) (on 02/04/2016)
619.926
Inception Date
03/01/1994
Last Dividend (on 12/29/2015)
0.0866
Dividend Indicated Gross Yield
1.28%
Fund Managers
MATTHEW DUCH / VISHAL KHANDUJA
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
2.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.52%
Expense Ratio
1.92%
Top Fund Holdings
Name Position Value % of Fund
Apple Inc 232.24 k 24.45 m 3.75
Wells Fargo & Co 341.01 k 18.54 m 2.84
Verizon Communications Inc 377.41 k 17.44 m 2.67
Cisco Systems Inc 576.85 k 15.66 m 2.40
CVS Health Corp 151.75 k 14.84 m 2.27
Danaher Corp 159.51 k 14.82 m 2.27
Omnicom Group Inc 192.29 k 14.55 m 2.23
Roche Holding AG 401.18 k 13.83 m 2.12
DST Systems Inc 121.20 k 13.82 m 2.12
Unilever NV 312.86 k 13.55 m 2.08
Profile
Calvert Balanced Portfolio is an open-end fund incorporated in the USA. The Fund seeks a competitive total return. The Fund typically invests about 60% of its assets in common stocks of large-cap companies and 40% in investment-grade bonds or other fixed-income investments.
ADDRESS
Calvert Asset Management Company Inc
4550 Montgomery Avenue
Suite 1000N
Bethesda, MD 20814
PHONE
1-800-368-2745