The team running Calvert Balanced is settling together, and the asset allocation process is reasonable but lacks a clear edge. The fund earns a Morningstar Analyst Rating of Neutral for all share classes.
Calvert Balanced C CSGCX
NAV / 1-Day Return
39.16
/
0.10
%
Total Assets
1.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.680%
Expense Ratio
1.680%
Fee Level
Average
Longest Manager Tenure
8.96
years
Category
Allocation--50% to 70% Equity
Investment Style
Large GrowthCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
0.03%
Turnover
95%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Sustainability-minded investors may find this fund worthwhile.
