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Calvert Balanced C CSGCX

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%

Morningstar’s Analysis CSGCX

Will CSGCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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.

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Portfolio Holdings CSGCX

  • 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
4.58
51,735,953
Technology
4.42
49,891,964
Technology
2.96
33,429,249
Communication Services
2.40
27,155,374
Consumer Cyclical

Federal National Mortgage Association 4%

2.33
26,351,247
Securitized
1.68
19,009,063
Technology
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
1.42
16,031,697
Financial Services