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

Similar Funds

We found 748 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare CSIFX vs ITTSX

39% FI Score
  • ittsx
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Multi-Asset Income and Growth Fund Class R4

Expenses: 1.04% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare CSIFX vs SCIPX

39% FI Score
  • scipx
  • Mutual Fund
  • Allocation
  • All-In-One

Principal Strategic Asset Management Conservative Balanced Fund Class C

Expenses: 1.38% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare CSIFX vs MNHIX

39% FI Score
  • mnhix
  • Mutual Fund
  • Allocation
  • All-In-One

Manning & Napier Pro-Blend Maximum Term Series Class I

Expenses: 0.85% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare CSIFX vs MMDAX

39% FI Score
  • mmdax
  • Mutual Fund
  • Allocation
  • All-In-One

Madison Moderate Allocation Fund Class A

Expenses: 0.70% (Better than 1% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare CSIFX vs IMOLX

39% FI Score
  • imolx
  • Mutual Fund
  • Allocation
  • All-In-One

Transamerica Asset Allocation Moderate Portfolio Class C

Expenses: 1.26% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare CSIFX vs PAEBX

39% FI Score
  • paebx
  • Mutual Fund
  • Allocation
  • All-In-One

Putnam Dynamic Asset Allocation Growth Fund Class B

Expenses: 1.81% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare CSIFX vs PAECX

39% FI Score
  • paecx
  • Mutual Fund
  • Allocation
  • All-In-One

Putnam Dynamic Asset Allocation Growth Fund Class C

Expenses: 1.81% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare CSIFX vs SWHCX

39% FI Score
  • swhcx
  • Mutual Fund
  • Allocation
  • All-In-One

Principal Strategic Asset Management Strategic Growth Fund Class C

Expenses: 1.42% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare CSIFX vs NCDMX

39% FI Score
  • ncdmx
  • Mutual Fund
  • Allocation
  • All-In-One

Nationwide Investor Destinations Moderate Fund Class C

Expenses: 1.25% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Compare CSIFX vs AABCX

39% FI Score
  • aabcx
  • Mutual Fund
  • Allocation
  • All-In-One

Putnam Dynamic Asset Allocation Balanced Fund Class C

Expenses: 1.72% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo