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Calvert Balanced I CBAIX Fund Analysis

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Morningstar’s Analysis CBAIX

Will CBAIX outperform in future?

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

A straightforward balanced fund with an ESG focus.

Analyst Ben Sater

Ben Sater



Experienced managers execute a standard asset-allocation approach at Calvert Balanced, but the supporting equity and fixed-income investment teams require time to stabilize after a period of changes following Morgan Stanley’s 2021 acquisition of Eaton Vance.

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