Error: Could not add to watchlist. X

Calvert Balanced Portfolio

+ Watchlist
CSLBX:US
Acquired
CSLBX:US was acquired by 81108Z:US
USD
Fund Type
Open-End Fund
52Wk Range
31.22 - 34.11
52Wk Range
31.22 - 34.11
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on -)
-
Total Assets (m USD) (on 09/03/2015)
998.499
Inception Date
03/31/1998
Last Dividend (on 03/26/2015)
0.0096
Dividend Indicated Gross Yield
-
Fund Managers
MATTHEW DUCH / VISHAL KHANDUJA
Front Load Fee
0.00%
Back Load Fee
5.00%
Redemption Fee
2.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.68%
Expense Ratio
2.29%
Top Fund Holdings
Name Position Value % of Fund
Apple Inc 244.81 k 29.70 m 4.31
Wells Fargo & Co 418.93 k 24.24 m 3.52
FedEx Corp 112.43 k 19.27 m 2.80
American Financial Group Inc/O 278.21 k 19.18 m 2.79
Johnson & Johnson 187.91 k 18.83 m 2.74
Western Union Co/The 864.76 k 17.50 m 2.54
McKesson Corp 76.57 k 16.89 m 2.45
Capital One Financial Corp 205.05 k 16.67 m 2.42
Medtronic PLC 204.26 k 16.01 m 2.33
Unilever NV 347.51 k 15.58 m 2.26
Profile
Calvert Balanced Portfolio is an open-end fund incorporated in the USA. The Fund's objective is 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