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Calvert Balanced Fund Class A (CSIFX)

US Funds

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46.50 +0.04 +0.09%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Calvert Investments

Asset Class: Equity

Morningstar Rating:
Total Assets: 888.67M

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CSIFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert Balanced A (CSIFX) fund. Our Calvert Balanced A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	5.38	5.38
Stocks	60.04	60.04
Bonds	34.36	34.36
Preferred	0.22	0.22
Other	0.01	0.01

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	25.00	18.47
Price to Book	6.28	3.17
Price to Sales	3.18	2.20
Price to Cash Flow	18.39	12.28
Dividend Yield	0.92	1.98
5 Years Earnings Growth	15.98	11.57

Sector Allocation

Name	Net %	Category Average
Technology	36.86	23.65
Financial Services	14.99	15.05
Healthcare	12.09	13.25
Communication Services	9.58	7.28
Consumer Cyclical	8.59	9.84
Industrials	6.12	10.40
Consumer Defensive	4.58	6.26
Real Estate	2.53	4.38
Energy	2.24	5.19
Utilities	1.39	3.21
Basic Materials	1.03	3.43

Region Allocation

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 542

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.90	417.00	+1.00%
Apple	US0378331005	4.25	229.87	+0.59%
Federal National Mortgage Association 5.5%	-	4.00	-	-
NVIDIA	US67066G1040	3.81	141.95	-3.22%
Alphabet C	US02079K1079	2.79	166.57	-1.58%
Amazon.com	US0231351067	2.73	197.12	-0.64%
Federal National Mortgage Association 5%	-	2.57	-	-
Broadcom	US11135F1012	1.72	164.23	+0.18%
Eli Lilly	US5324571083	1.43	748.01	-0.25%
AbbVie	US00287Y1091	1.40	176.95	+3.04%

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.57B	8.34	3.45	13.10
Calvert US Large Cap Core Rspnb I	2.93B	19.80	6.97	12.93
Calvert Small Cap I	2.25B	9.13	1.64	8.86
Calvert Equity A	2.15B	8.12	3.19	12.75
Calvert Emerging Markets Equity Fui	1.02B	10.67	-4.80	3.98

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Calvert Balanced .	46.50	+0.04	+0.09%