Calvert Balanced is trading at 46.28 as of the 20th of July 2025; that is 0.09% up since the beginning of the trading day. The fund's open price was 46.24. 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.
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. Calvert Balanced is traded on NASDAQ Exchange in the United States. More on Calvert Balanced Portfolio
Calvert Balanced Portfolio [CSIFX] 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 minimum initial investment of 1 K. Calvert Balanced Por is currently producing year-to-date (YTD) return of 4.33% with the current yeild of 0.01%, while the total return for the last 3 years was 12.66%.
Check Calvert Balanced Probability Of Bankruptcy
Instrument Allocation
Top Calvert Balanced Portfolio Mutual Fund Constituents
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.
Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance