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Calvert Balanced I CBAIX

Analyst rating as of
NAV / 1-Day Return
36.87  /  1.21 %
Total Assets
1.1 Bil
Adj. Expense Ratio
0.660%
Expense Ratio
0.660%
Fee Level
Below Average
Longest Manager Tenure
9.85 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.25%
Turnover
85%

Morningstar’s Fund Analysis CBAIX

Will CBAIX outperform in future?

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

This ESG-focused balanced fund lacks an edge.

Associate Analyst

Summary

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An experienced team drives Calvert Balanced’s straightforward asset-allocation approach, but it lacks a discernable edge. The fund earns a Morningstar Analyst Rating of Neutral across all share classes.

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