Calvert Balanced Portfolio Fund Quote
| CSIFX Fund | USD 44.94 0.27 0.60% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Calvert Balanced is trading at 44.94 as of the 18th of January 2025; that is 0.60% up since the beginning of the trading day. The fund's open price was 44.67. Calvert Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. 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
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Growth Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Calvert Research and Management (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Balanced Portfolio [CSIFX] is traded in USA and was established 18th of January 2025. 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 1.11 B in assets under management (AUM) with minimum initial investment of 1 K. Calvert Balanced Por is currently producing year-to-date (YTD) return of 1.06% with the current yeild of 0.01%, while the total return for the last 3 years was 6.07%.
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.
Top Calvert Balanced Portfolio Mutual Fund Constituents
| SPG | Simon Property Group | Stock | Real Estate | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| CB | Chubb | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| INTC | Intel | Stock | Information Technology | |
| FIS | Fidelity National Information | Stock | Financials |
Calvert Balanced Por Risk Profiles
| Mean Deviation | 0.4956 | |||
| Standard Deviation | 0.8219 | |||
| Variance | 0.6755 | |||
| Risk Adjusted Performance | (0.04) |
Calvert Balanced Against Markets
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.
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