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Calvert Balanced Fund Class A (CSIFX)

US Funds

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44.04 +0.41 +0.94%

24/03 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Calvert Investments

Asset Class: Equity

Morningstar Rating:
Total Assets: 910.02M

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CSIFX Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert Balanced A (CSIFX) fund. Our Calvert Balanced A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	7.71	7.71
Stocks	59.38	59.38
Bonds	32.62	32.62
Convertible	0.07	0.07
Preferred	0.21	0.21
Other	0.01	0.01

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	26.60	18.85
Price to Book	6.33	3.26
Price to Sales	3.72	2.27
Price to Cash Flow	19.98	12.62
Dividend Yield	0.79	1.94
5 Years Earnings Growth	13.11	10.82

Sector Allocation

Name	Net %	Category Average
Technology	35.03	24.11
Financial Services	15.67	15.54
Healthcare	11.07	12.68
Communication Services	10.34	7.64
Consumer Cyclical	10.16	10.28
Industrials	7.28	10.19
Consumer Defensive	3.54	5.88
Energy	2.58	4.87
Real Estate	2.05	4.21
Utilities	1.54	3.21
Basic Materials	0.73	3.17

Region Allocation

North America

Developed Markets

Top Holdings

Number of long holdings: 554

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	4.29	395.16	+0.53%
Apple	US0378331005	3.84	223.73	+1.36%
Federal National Mortgage Association 5.5%	-	3.75	-	-
NVIDIA	US67066G1040	3.66	120.65	-0.63%
Amazon.com	US0231351067	3.30	205.73	+1.22%
Alphabet C	US02079K1079	3.29	172.79	+1.68%
Federal National Mortgage Association 5%	-	2.38	-	-
Broadcom	US11135F1012	2.00	188.24	-1.57%
Baker Hughes	US05722G1004	1.53	45.18	+1.30%
Visa A	US92826C8394	1.33	344.78	+0.26%

Top Equity Funds by Calvert-OE

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	3.18B	3.29	8.23	12.68
Calvert US Large Cap Core Rspnb I	3.06B	0.61	11.22	12.72
Calvert Small Cap I	2.21B	0.41	3.50	8.53
Calvert Equity A	2.1B	3.25	7.96	12.35
Calvert Emerging Markets Equity Fui	907.71M	2.03	-2.10	3.81

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