Advertisement
Skip to Content

Calvert Balanced A CSIFX

Analyst rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 36.28  /  0.90 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.33%
  • Turnover 85%

Morningstar’s Analysis CSIFX

Will CSIFX 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

Summary

|

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.

Unlock our full analysis with Morningstar Investor