CSIFX : Calvert Balanced Fund Class A

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

CSIFX

Calvert Balanced Fund Class A

FI Score

44 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

44% FI Score
  • csifx
  • Mutual Fund
  • Allocation
  • All-In-One

Calvert Balanced Fund Class A

Expenses: 0.93% (Better than 1% of similar funds)

This is a bad 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
4.05% Microsoft Corp
3.50% Amazon.com Inc
3.06% Apple Inc
3.03% Alphabet Inc Class C
1.94% Federal National Mortgage Association 3%
1.76% Visa Inc Class A
1.62% PepsiCo Inc
1.58% Coca-Cola Co
1.47% Danaher Corp
1.44% United States Treasury Notes 0.75%
1.41% Verizon Communications Inc
1.40% Mondelez International Inc Class A
1.40% Anthem Inc
1.30% Thermo Fisher Scientific Inc
1.30% Abbott Laboratories
1.28% The Home Depot Inc
1.16% Fidelity National Information Services Inc
1.10% American Tower Corp
1.09% AMETEK Inc
1.03% JPMorgan Chase & Co
1.01% Sanofi SA
1.00% Bank of America Corp
0.99% Bristol-Myers Squibb Company
0.97% Tradeweb Markets Inc
0.96% Federal National Mortgage Association 2.5%

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