Calvert Balanced Financials
| CSGCX Fund | USD 44.44 0.35 0.78% |
Calvert |
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 Mid Cap, Fidelity Advisor, Goldman Sachs, Transamerica Capital, and Federated Mdt. 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. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities.Specialization | Allocation--50% to 70% Equity, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US1316185065 |
| Business Address | Calvert Social Investment |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
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 Portfolio is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.16 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Balanced Portfolio is roughly 6.16 . 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 February 6, 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 Portfolio. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Balanced Portfolio 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.
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 2.68 | |||
| Value At Risk | (0.92) | |||
| Potential Upside | 0.735 |
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.
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios |