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Calvert Balanced C (CSGCX)
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9/21 12:03 PM
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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
View MoreTrailing returns as of 11/5/2024. Category is Allocation--50% to 70% Equity.
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CSIFX Calvert Balanced A
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CSXCX Calvert US Large Cap Core Rspnb Idx C
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CWVCX Calvert International Equity C
19.69
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CCACX Calvert Mid-Cap C
23.48
+1.12%
CBAIX Calvert Balanced I
47.58
+1.49%
CSBCX Calvert Bond C
14.29
-0.63%
CSXAX Calvert US Large Cap Core Rspnb Idx A
50.64
+2.82%
CISIX Calvert US Large Cap Core Rspnb Idx I
52.15
+2.82%
CCVAX Calvert Small-Cap Fund
35.92
+5.46%
CSIEX Calvert Equity A
84.88
+1.17%
CSIBX Calvert Bond A
14.39
-0.62%
CMAAX Calvert Moderate Allocation A
22.57
+0.89%
CSCCX Calvert Small-Cap C
29.19
+5.46%
CALCX Calvert Conservative Allocation C
17.86
+0.22%
CWVGX Calvert International Equity A
23.66
+0.85%
Holdings: CSGCX
View MoreTop 7 Holdings (21.43% of Total Assets)
Sector Weightings
SectorCSGCX
Technology 36.02%
Financial Services 14.67%
Healthcare 12.73%
Communication Services 10.07%
Consumer Cyclical 8.49%
Industrials 6.14%
Consumer Defensive 4.54%
Real Estate 2.31%
Energy 2.22%
Utilities 1.77%
Basic Materials 1.05%
Recent News: CSGCX
View MoreResearch Reports: CSGCX
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