Calvert Balanced Fund (CSIFX.O)

At A Glance

You hold CSIFX.O in 0 portfolios

Net Asset Value

36.91USD

 0.22 +0.60%

09/22/2020

Category
Mixed Equity
YTD Return (Cumulative)
 6.08%
Classification
Mix Tgt All Gro
5 Year Return (Annualized)
 9.69%
Manager Benchmark
Lipper M-A Tgt All G IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
Total
Return
Consistent
Return
Capital
Preservation
Expense*Tax
Efficiency
Overview
Overall Rating
Peers with Rating
(out of 5627 funds)*
444 Funds
443 Funds
4607 Funds
131 Funds
444 Funds
3 Year Rating
Peers with Rating
(out of 5628 funds)*
444 Funds
443 Funds
4607 Funds
131 Funds
444 Funds
5 Year Rating
Peers with Rating
(out of 4747 funds)*
410 Funds
409 Funds
3798 Funds
128 Funds
410 Funds
10 Year Rating
Peers with Rating
(out of 2920 funds)*
302 Funds
301 Funds
2202 Funds
113 Funds
302 Funds

Lipper Leaders

About the ratings...

The Lipper Leader Rating System is a toolkit that helps guide you in selecting funds that suit your investment styles and goals.

The Lipper Leader Rating System uses your criteria to deliver a simple, clear description of a fund's success in meeting certain goals, such as preserving capital or building wealth through consistent, strong returns.

Lipper Leaders.com

Lipper Leaders Key

Weakest
Strongest

Lipper Leadersare the top 20% of their category.

The strength of a Lipper Rating is its use in conjunction with another.

Lipper Leaders - Lipper Ratings for Total Return reflect funds' historical total return performance relative to peers. Lipper Ratings for Consistent Return reflect funds' historical risk-adjusted returns relative to peers. Lipper Ratings for Preservation are relative, rather than absolute. Lipper Ratings for Tax Efficiency reflect funds' expense minimization relative to peers. Lipper Ratings DO NOT take into account the effects of sales charges. Overall Lipper Ratings are based on an equal-weighted average of percentile ranks for each measure over 3-, 5-, and 10-year periods (if applicable).

Similar Funds & ETFs

2 Mutual Funds »

YTD Return
 22.5%
3Yr Return
 12.7%
5Yr Return
 9.4%

CYYYX's YTD and 3 year Returns outperformed CSIFX.O

YTD Return
 22.4%
3Yr Return
 12.6%
5Yr Return
 9.4%

CQTRX's YTD and 3 year Returns outperformed CSIFX.O

1 ETF »

YTD Return
 5.6%
3Yr Return
 5.8%
5Yr Return
 6.0%

View Overview Page For