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Morningstar

Calvert Balanced C CSGCX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 36.37  /  0.14 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.670%
  • 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%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:13 PM GMT+0

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.

A straightforward balanced fund with an ESG focus.

Analyst Ben Sater

Ben Sater

Analyst

Summary

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.

by Ben Sater
Rated on Published on

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Portfolio Holdings CSGCX

More CSGCX Holdings
  • Current Portfolio Date
  • Equity Holdings 55
  • Bond Holdings 499
  • Other Holdings 21
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.58
51,735,953
Technology

Apple Inc

4.42
49,891,964
Technology

Alphabet Inc Class C

2.96
33,429,249
Communication Services

Amazon.com Inc

2.40
27,155,374
Consumer Cyclical

Federal National Mortgage Association 4%

2.33
26,351,247
Securitized

NVIDIA Corp

1.68
19,009,063
Technology

Eli Lilly and Co

1.67
18,853,263
Healthcare

Federal National Mortgage Association 5%

1.67
18,849,656
Securitized

Msilf Government Portfolio Msilf Government Portfolio

1.65
18,629,438
Cash and Equivalents

Visa Inc Class A

1.42
16,031,697
Financial Services