Nasdaq - Delayed Quote USD

Calvert Balanced C (CSGCX)

44.49 +0.66 (+1.51%)
At close: 8:01 PM EST
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DELL
  • Previous Close 43.83
  • YTD Return 15.92%
  • Expense Ratio 1.68%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.34B
  • Beta (5Y Monthly) 0.90
  • Yield 0.75%
  • 5y Average Return --
  • Holdings Turnover 106.00%
  • Last Dividend 0.23
  • Inception Date Mar 1, 1994

Under normal market conditions, the fund invests between 50% and 75% of its net assets in equity securities and between 25% and 50% of its net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities.

Calvert Research and Management

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.34B

Net Assets

1994-03-01

Inception Date

Performance Overview: CSGCX

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Trailing returns as of 11/5/2024. Category is Allocation--50% to 70% Equity.

YTD Return

CSGCX
15.92%
Category
9.69%
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1-Year Return

CSGCX
29.06%
Category
27.06%
?

3-Year Return

CSGCX
4.53%
Category
11.00%
?

5-Year Return

CSGCX
8.68%
Category
10.26%
?

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Holdings: CSGCX

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Top 7 Holdings (21.43% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 4.80%
AAPL
Apple Inc. 4.22%
NVDA
NVIDIA Corporation 3.79%
GOOG
Alphabet Inc. 2.89%
AMZN
Amazon.com, Inc. 2.64%
LLY
Eli Lilly and Company 1.56%
AVGO
Broadcom Inc. 1.53%

Sector Weightings

Recent News: CSGCX

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Research Reports: CSGCX

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