The team running Calvert Balanced is settling together, and the asset allocation process is reasonable but lacks a clear edge. The fund earns a Morningstar Analyst Rating of Neutral for all share classes.
Will CSIFX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of CSIFX’s parent organization’s priorities and whether they’re in line with investors’ interests.