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Calvert Balanced I CBAIX

Analyst rating as of
NAV / 1-Day Return
45.53  /  0.15 %
Total Assets
1.3 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Below Average
Longest Manager Tenure
8.85 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.88%
Turnover
95%
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Morningstar’s Analysis

Will CBAIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Sustainability-minded investors may find this fund worthwhile.

Summary

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The team running Calvert Balanced is settling together, and the asset allocation process is reasonable but lacks a clear edge. The fund earns a Morningstar Analyst Rating of Neutral for all share classes.

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