CBAIX : Calvert Balanced Fund Class I

CBAIX is a Allocation Market All-In-One with MODERATE fees.

CBAIX

Calvert Balanced Fund Class I

FI Score

54 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

54% FI Score
  • cbaix
  • Mutual Fund
  • Allocation
  • All-In-One

Calvert Balanced Fund Class I

Expenses: 0.66% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to achieve a competitive total return through an actively managed portfolio of stocks, bonds, and money market instruments which offer income and capital growth opportunity. The fund typically invests about 60% of its net assets in stocks and 40% in bonds or other fixed-income investments. Stock investments are primarily common stock of large-cap companies.

Largest Holdings

Amount Holding
3.74% Microsoft Corp
3.13% Amazon.com Inc
3.08% Alphabet Inc Class C
2.78% Apple Inc
2.03% Federal National Mortgage Association 3%
1.66% Visa Inc Class A
1.54% PepsiCo Inc
1.49% United States Treasury Notes 0.75%
1.43% Mondelez International Inc Class A
1.33% Danaher Corp
1.20% Verizon Communications Inc
1.19% The Home Depot Inc
1.19% Anthem Inc
1.17% Abbott Laboratories
1.16% Thermo Fisher Scientific Inc
1.13% Coca-Cola Co
1.12% Fidelity National Information Services Inc
1.07% American Tower Corp
1.06% JPMorgan Chase & Co
1.04% Federal National Mortgage Association 2.5%
0.99% AMETEK Inc
0.97% United States Treasury Notes 1.12%
0.96% Electronic Arts Inc
0.96% Bristol-Myers Squibb Company
0.95% Bank of America Corp

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