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Calvert Balanced Fund

CSGCX:US
NASDAQ GM
32.69
USD
0.02
0.06%
As of 12/12/2017
Fund Type
Open-End Fund
52Wk Range
29.82 - 32.69
1 Yr Return
9.15%
YTD Return
10.19%
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Previous Close
32.67
52Wk Range
29.82 - 32.69
1 Yr Return
9.62%
YTD Return
10.19%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 12/12/2017)
32.69
Total Assets (m USD) (on 12/12/2017)
706.864
Inception Date
03/01/1994
Last Dividend (on 09/27/2017)
0.04368
Dividend Indicated Gross Yield
0.53%
Fund Managers
VISHAL KHANDUJA / CHARLES B GAFFNEY "CHARLIE"
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
1.76%

Top Fund Holdings

Name Position Value % of Fund
18.22 k 15.97 m 2.29
89.15 k 15.07 m 2.16
76.26 k 13.73 m 1.97
12.41 k 12.62 m 1.81
11.40 k 11.29 m 1.62
111.60 k 10.92 m 1.57
77.63 k 10.82 m 1.55
358.70 k 9.82 m 1.41
194.11 k 9.29 m 1.33
9.18 k 9.18 m 1.32
Profile
Calvert Balanced Fund 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