Calvert Balanced Portfolio Fund Quote
| CBAIX Fund | USD 48.56 0.16 0.33% |
PerformanceSoft
| Odds Of DistressLow
|
Calvert Balanced is trading at 48.56 as of the 11th of February 2026; that is 0.33 percent increase since the beginning of the trading day. The fund's open price was 48.4. Calvert Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 13th of November 2025 and ending today, the 11th of February 2026. Click here to learn more.
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. More on Calvert Balanced Portfolio
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of February 2026 |
| Fiscal Year End | September |
Calvert Balanced Portfolio [CBAIX] is traded in USA and was established 11th of February 2026. Calvert Balanced is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Calvert Research and Management family. This fund currently has accumulated 1.46 B in assets under management (AUM) with no minimum investment requirementsCalvert Balanced Por is currently producing year-to-date (YTD) return of 1.05% with the current yeild of 0.02%, while the total return for the last 3 years was 14.17%.
Check Calvert Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Balanced Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Calvert Balanced Por Risk Profiles
| Mean Deviation | 0.4032 | |||
| Semi Deviation | 0.543 | |||
| Standard Deviation | 0.5344 | |||
| Variance | 0.2856 |
Calvert Balanced Against Markets
Calvert Mutual Fund Analysis Notes
The fund last dividend was 0.1 per share. Large Growth For more info on Calvert Balanced Portfolio please contact the company at 800-368-2745.Top Calvert Balanced Portfolio Mutual Fund Constituents
| USB | US Bancorp | Stock | |
| WFC | Wells Fargo | Stock | |
| VZ | Verizon Communications | Stock | |
| DIS | Walt Disney | Stock | |
| FB | ProShares Trust ProShares | Etf | |
| LOW | Lowes Companies | Stock | |
| AAPL | Apple Inc | Stock | |
| MSFT | Microsoft | Stock | |
| HD | The Home Depot | Stock | |
| APTV | Aptiv PLC | Stock | |
| PYPL | PayPal Holdings | Stock | |
| FIS | Fidelity National Information | Stock | |
| INTC | Intel | Stock | |
| ABBV | AbbVie Inc | Stock | |
| AMT | American Tower Corp | Stock | |
| FAF | First American | Stock | |
| SPGI | SP Global | Stock | |
| BAC | Bank of America | Stock | |
| IAC | IAC Inc | Stock | |
| PEP | PepsiCo | Stock | |
| V | Visa Class A | Stock | |
| BKR | Baker Hughes Co | Stock | |
| MDLZ | Mondelez International | Stock | |
| GOOG | Alphabet Inc Class C | Stock | |
| AMZN | Amazon Inc | Stock | |
| SYY | Sysco | Stock | |
| ABT | Abbott Laboratories | Stock | |
| HUM | Humana Inc | Etf |
Institutional Mutual Fund Holders for Calvert Balanced
Have you ever been surprised when a price of an equity instrument such as Calvert Balanced is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Calvert Balanced Portfolio backward and forwards among themselves. Calvert Balanced's institutional investor refers to the entity that pools money to purchase Calvert Balanced's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Calvert Balanced's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses. Calvert Balanced Outstanding Bonds
Calvert Balanced issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calvert Balanced Por uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Calvert bonds can be classified according to their maturity, which is the date when Calvert Balanced Portfolio has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Calvert Balanced Predictive Daily Indicators
Calvert Balanced intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Balanced mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 48.56 | |||
| Day Typical Price | 48.56 | |||
| Price Action Indicator | 0.08 | |||
| Period Momentum Indicator | 0.16 |
Calvert Balanced Forecast Models
Calvert Balanced's time-series forecasting models are one of many Calvert Balanced's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Balanced's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.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.
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Price Ceiling Movement Calculate and plot Price Ceiling Movement for different equity instruments |