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Calvert Vp Sri Balanced Portfolio Class I (0P00003BSJ)

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2.760 0.000    0%
07:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Calvert Research and Management
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 418.9M
Calvert VP SRI Balanced Portfolio 2.760 0.000 0%

Calvert Vp Sri Balanced Portfolio Class I Overview

 
Find basic information about the Calvert Vp Sri Balanced Portfolio Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P00003BSJ MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US1316472083)
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Rating
1-Year Change22.67%
Prev. Close2.76
Risk Rating
TTM Yield1.69%
ROE35.49%
IssuerCalvert Research and Management
Turnover74%
ROA15.96%
Inception DateSep 02, 1986
Total Assets418.9M
Expenses0.64%
Min. InvestmentN/A
Market Cap268.55B
CategoryAllocation - - 50% to 70% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1170 1031 1308 1177 1597 2222
Fund Return 16.99% 3.08% 30.79% 5.59% 9.81% 8.31%
Place in category - - - - - -
% in Category - - - - - -

Top Equity Funds by Calvert Research and Management

  Name Rating Total Assets YTD% 3Y% 10Y%
  Calvert Balanced Portfolio Class I 288.13M 16.88 5.58 8.34

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 111.4B 13.30 5.24 8.16
  Vanguard Wellington Admiral 100.41B 12.38 4.27 8.38
  American Funds American Balanced R6 55.87B 13.59 5.57 8.49
  Vanguard Balanced Index Adm 46.77B 12.51 3.69 8.16
  Fidelity Advisor Balanced A 42.26B 13.59 4.45 9.16

Top Holdings

Name ISIN Weight % Last Change %
  Microsoft US5949181045 4.80 425.20 +0.51%
  Apple US0378331005 4.17 225.12 +0.40%
  NVIDIA US67066G1040 3.74 146.27 -1.36%
Federal National Mortgage Association 5% - 3.06 - -
United States Treasury Bills 0% - 2.92 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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