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Calvert Balanced I CBAIX

Analyst rating as of
NAV / 1-Day Return
40.63  /  0.00
Total Assets
1.1 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Below Average
Longest Manager Tenure
8.07 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.11%
Turnover
98%
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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.

Morgan Stanley Buys Eaton Vance; Ratings Unchanged

Analyst Note

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Morgan Stanley MS announced that it will acquire Eaton Vance EV, a deal expected to close in 2021’s second quarter. This news doesn’t immediately affect Morgan Stanley’s Average Parent rating or any strategy’s Morningstar Analyst Rating.

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