Morningstar

Calvert Balanced Fund Class I CBAIX

Medalist Rating as of Jul 7, 2026 See Eaton Vance Investment Hub

Strategy

The investment seeks to achieve a competitive total return through an actively managed portfolio of stocks, bonds, and money market instruments which offer income and capital growth opportunity. Under normal market conditions, the fund invests between 50% and 75% of its net assets in equity securities and between 25% and 50% of its net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CBAIX	Calvert Balanced Fund Class I	Institutional	Open			Feb 26, 1999	$793.83M	0.650%	Below Average	$1M	$442.14M
CSIFX	Calvert Balanced Fund Class A	Front Load	Open			Oct 21, 1982	$909.11M	0.900%	Below Average	$1,000	−$71.94M
CSGCX	Calvert Balanced Fund Class C	Level Load	Open			Mar 1, 1994	$43.72M	1.650%	Average	$1,000	−$6.13M
CBARX	Calvert Balanced Fund Class R6	Retirement, Large	Open			Feb 1, 2019	$157.40M	0.600%	Average	$5M	$15.73M

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