Calvert Balanced Fund (CSIFX.O)

At A Glance

You hold CSIFX.O in 0 portfolios

Net Asset Value

35.04USD

 -0.01 -0.03%

11/18/2019

Category
Mixed Equity
YTD Return (Cumulative)
 20.72%
Classification
Mix Tgt All Gro
5 Year Return (Annualized)
 6.55%
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)

Growth of $10,000 over 10 years »

 CSIFX.O

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 FamilyCalvert Research and Management
Inception Date10/21/1982
Portfolio Turnover76%
Dividend Yield--
Fund ManagerKhanduja/Ellis/Gaffney
Manager Tenure2013
Calvert Research and Management
4550 Montgomery Ave
Bethesda, MD 20814

Fees, Expenses, & Minimums

Load TypeFront end
Total Expense Ratio0.93%
Max 12b-1 Fee Ratio0.3x
Early Redemption Fee0.00%
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
 
433
Consistent Return
 
432
Capital Preservation
 
4605
Low Expense
 
126
Tax Efficiency (U.S. only)
 
433

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 »

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