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Calvert Balanced A CSIFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Eaton Vance Investment Hub

Morningstar’s Analysis CSIFX

Will CSIFX 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 CSIFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSIFX 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 CSIFX’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
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