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.
- NAV / 1-Day Return 34.85 / 0.66 %
- Total Assets 1.1 Bil
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Adj. Expense Ratio
- 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%
Morningstar’s Analysis CSGCX
Will CSGCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.