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Calvert Balanced C CSGCX

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
  • 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.

This ESG-focused balanced fund lacks an edge.

Associate Analyst



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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