CSIFX – Fund Analysis – Calvert Balanced A | Morningstar

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Will CSIFX outperform in future?

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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.

ESG security selection drives performance through a straightforward allocation approach.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

An experienced team drives Calvert Balanced’s straightforward asset allocation approach, but it lacks a discernable edge.

by Mahi Roy

Rated on Jul 15, 2024 Published on Jul 15, 2024

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