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Morningstar

Calvert Balanced C CSGCX

Morningstar Analyst Rating
Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 34.85  /  0.66 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 1.670%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.55%
  • Turnover 85%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:56 PM GMT+00:00

Morningstar’s Analysis CSGCX

Will CSGCX outperform in 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 CSGCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CSGCX 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 CSGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This ESG-focused balanced fund lacks an edge.

Associate Analyst

Summary

| by Mahi Roy

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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