Experienced managers execute a standard asset-allocation approach at Calvert Balanced, but the supporting equity and fixed-income investment teams require time to stabilize after a period of changes following Morgan Stanley’s 2021 acquisition of Eaton Vance.
- NAV / 1-Day Return 36.37 / 0.14 %
- Total Assets 1.0 Bil
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Adj. Expense Ratio
- Expense Ratio 1.670%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Moderate Allocation
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.90%
- Turnover 85%
Morningstar’s Analysis CSGCX
Will CSGCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 55
- Bond Holdings 499
- Other Holdings 21
- % Assets in Top 10 Holdings 24.4