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Calvert Balanced Fund

CSIFX:US
NASDAQ GM
32.49
USD
0.09
0.28%
As of 1/19/2018
Fund Type
Open-End Fund
52Wk Range
29.01 - 32.49
1 Yr Return
13.60%
YTD Return
2.65%
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Previous Close
32.40
52Wk Range
29.01 - 32.49
1 Yr Return
13.85%
YTD Return
2.65%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 01/19/2018)
32.49
Total Assets (m USD) (on 01/19/2018)
722.593
Inception Date
10/21/1982
Last Dividend (on 12/27/2017)
0.1195
Dividend Indicated Gross Yield
1.47%
Fund Managers
VISHAL KHANDUJA / CHARLES B GAFFNEY "CHARLIE"
Front Load Fee
4.75%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.24%
Current Mgmt Fee
0.52%
Expense Ratio
0.97%

Top Fund Holdings

Name Position Value % of Fund
20.80 k 20.42 m 2.90
89.15 k 15.32 m 2.18
82.26 k 14.58 m 2.07
84.13 k 11.72 m 1.67
111.60 k 11.70 m 1.66
11.41 k 11.66 m 1.66
11.40 k 11.25 m 1.60
358.70 k 10.10 m 1.44
196.81 k 10.02 m 1.42
161.70 k 8.92 m 1.27
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