Calvert Balanced Financials

CBARX Fund  USD 48.16  0.13  0.27%   
Financial data analysis helps to double-check if markets are presently mispricing Calvert Balanced. We were able to interpolate data for fourteen available fundamental indicators for Calvert Balanced, which can be compared to its peers. The fund experiences a normal downward trend and little activity. Check odds of Calvert Balanced to be traded at $47.68 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Calvert Balanced Fund Summary

Calvert Balanced competes with Fidelity Advisor, Vy Goldman, Goldman Sachs, Global Gold, and Franklin Gold. Under normal market conditions, the fund invests between 50 percent and 75 percent of its net assets in equity securities and between 25 percent and 50 percent of its net assets in fixed-income securities. Calvert Balanced is traded on NASDAQ Exchange in the United States.
Specialization
Allocation--50% to 70% Equity, Large Growth
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
ISINUS1316185222
Business AddressCalvert Social Investment
Mutual Fund FamilyCalvert Research and Management
Mutual Fund CategoryAllocation--50% to 70% Equity
BenchmarkDow Jones Industrial
Phone800 368 2745
CurrencyUSD - US Dollar

Calvert Balanced Key Financial Ratios

Calvert Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Calvert Balanced's current stock value. Our valuation model uses many indicators to compare Calvert Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Balanced competition to find correlations between indicators driving Calvert Balanced's intrinsic value. More Info.
Calvert Balanced is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about  39.21  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calvert Balanced's earnings, one of the primary drivers of an investment's value.
Calvert Balanced is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 5.93 Billion. Calvert Balanced retains roughly 811.88 Million in net asset claiming about 14% of funds in Allocation--50% to 70% Equity category.

Calvert Balanced February 4, 2026 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Calvert Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Balanced. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Balanced based on widely used predictive technical indicators. In general, we focus on analyzing Calvert Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Calvert Balanced's daily price indicators and compare them against related drivers.

Other Information on Investing in Calvert Mutual Fund

Calvert Balanced financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Balanced security.
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
My Watchlist Analysis
Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes