Calvert Balanced Portfolio Fund Quote
| CBAIX Fund | USD 48.27 0.35 0.73% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Calvert Balanced is trading at 48.27 as of the 25th of December 2024; that is 0.73 percent increase since the beginning of the trading day. The fund's open price was 47.92. Calvert Balanced has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of November 2024 and ending today, the 25th of December 2024. Click here to learn more.
Under normal market conditions, the fund invests between 50 percent and 75 percent of its net assets in equity securities and between 25 percent and 50 percent of its net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. More on Calvert Balanced Portfolio
Moving against Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Balanced Portfolio [CBAIX] is traded in USA and was established 25th of December 2024. Calvert Balanced is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Calvert Research and Management family. This fund currently has accumulated 1.11 B in assets under management (AUM) with no minimum investment requirementsCalvert Balanced Por is currently producing year-to-date (YTD) return of 20.05% with the current yeild of 0.02%, while the total return for the last 3 years was 6.88%.
Check Calvert Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Balanced Portfolio Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Balanced Portfolio Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials | |
| DIS | Walt Disney | Stock | Communication Services | |
| VZ | Verizon Communications | Stock | Communication Services | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| FIS | Fidelity National Information | Stock | Financials | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| BAC | Bank of America | Stock | Financials | |
| SYY | Sysco | Stock | Consumer Staples |
Calvert Balanced Top Holders
| RELAX | Fundx Servative Upgrader | Mutual Fund | Tactical Allocation |
Calvert Balanced Por Risk Profiles
| Mean Deviation | 0.3933 | |||
| Semi Deviation | 0.5832 | |||
| Standard Deviation | 0.5618 | |||
| Variance | 0.3156 |
Calvert Balanced Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Balanced financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Balanced security.
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