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Calvert Balanced Fund Class I CBAIX

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Morningstar’s Analysis CBAIX

Will CBAIX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBAIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CBAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A stable allocation framework with ESG-driven security selection.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Calvert Balanced is guided by an experienced team and follows a straightforward asset-allocation strategy, but it lacks a clear competitive advantage. A trio of managers takes a sensible approach to the strategy’s allocation. The portfolio tends to stay close to its standard split of 60% US equities and 40% US bonds, though managers can move within 5 percentage points of the strategic allocation. Keeping the strategy’s overall allocation fairly static means that bottom-up security selection within its underlying sleeves drives performance.

by Mahi Roy
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