Calvert Balanced Portfolio Fund Quote
| CSGCX Fund | USD 44.29 0.03 0.07% |
PerformanceStrong
| Odds Of DistressLow
|
Calvert Balanced is trading at 44.29 as of the 20th of July 2025; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 44.26. Calvert Balanced has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
Under normal market conditions, the fund invests between 50 percent and 75 percent of its net assets in equity securities and between 25 percent and 50 percent of its net assets in fixed-income securities. Calvert Balanced is traded on NASDAQ Exchange in the United States. More on Calvert Balanced Portfolio
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Balanced Portfolio [CSGCX] is traded in USA and was established 20th of July 2025. Calvert Balanced is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Calvert Research and Management family. This fund currently has accumulated 1.11 B in assets under management (AUM) with no minimum investment requirementsCalvert Balanced Por is currently producing year-to-date (YTD) return of 4.21% with the current yeild of 0.01%, while the total return for the last 3 years was 11.8%.
Check Calvert Balanced Probability Of Bankruptcy
Instrument Allocation
Top Calvert Balanced Portfolio Mutual Fund Constituents
| IAC | IAC Inc | Stock | Communication Services | |
| AAPL | Apple Inc | Stock | Information Technology | |
| WFC | Wells Fargo | Stock | Financials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| PFE | Pfizer Inc | Stock | Health Care | |
| PYPL | PayPal Holdings | Stock | Financials | |
| ABBV | AbbVie Inc | Stock | Health Care | |
| DIS | Walt Disney | Stock | Communication Services |
Calvert Balanced Por Risk Profiles
| Mean Deviation | 0.3904 | |||
| Standard Deviation | 0.5395 | |||
| Variance | 0.2911 | |||
| Downside Variance | 0.2247 |
Calvert Balanced Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Balanced financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Balanced security.
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