At A Glance
You hold CSIFX.O in 0 portfolios
Calvert Balanced Fund (CSIFX.O)
Net Asset Value
39.82USD
-0.10 -0.25%
01/22/2021
Category
Mixed EquityYTD Return (Cumulative)
1.07%Classification
Mix Tgt All Gro5 Year Return (Annualized)
10.79%Manager Benchmark
Lipper M-A Tgt All G IXLipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)
The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.
Fund Profile
| Fund Family | Calvert Research and Management |
|---|---|
| Inception Date | 10/21/1982 |
| Portfolio Turnover | 98% |
| Dividend Yield | -- |
| Fund Manager | Khanduja/Ellis/Gaffney |
| Manager Tenure | 2013 |
Calvert Research and Management
4550 Montgomery Ave
Bethesda, MD 20814
Fees, Expenses, & Minimums
| Load Type | Front end |
|---|---|
| Total Expense Ratio | 0.93% |
| Max 12b-1 Fee Ratio | 0.3x |
| Early Redemption Fee | 0.00% |
| Initial Investment | $1,000 |
| Subsequent Investments | -- |
| Initial IRA Investments | $1,000 |
| Subsequent IRA Investments | -- |
Investment Strategy
The Fund seeks total return above the inflation rate by investing in a diversified portfolio of common stock, preferred stock, bonds, and money market instruments which satisfy social concern criteria established by the Fund.
Overall Lipper Leaders Ratings & Fund Profile »
| Similar Rating/ Category | ||
|---|---|---|
| Total Return | 442 | |
| Consistent Return | 441 | |
| Capital Preservation | 4535 | |
| Low Expense | 132 | |
| Tax Efficiency (U.S. only) | 442 |
About the ratings...
Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »
Lipper Leaders.comAbout the ratings
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' historical ability to postpone taxable distributions. Lipper Ratings for Expense 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).
