CBAIX

AS OF

Dec 12 closing price

Price

$49.99

Change

-$0.54 (-1.07%)

Net Assets

1.5B

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CBAIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Calvert Balanced I (CBAIX) Ownership - Who owns Calvert Balanced I?

The investment seeks to achieve a competitive total return through an actively managed portfolio of stocks, bonds, and money market instruments which offer income and capital growth opportunity... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

CBAIX

Net Assets

1.5B

Fund Existence

almost 27 years

Turnover

153.00

Total Expense Ratio

0.66

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.66

Assets in Top Ten Holdings

346M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

350M

Fund Type

OpenEnd

Index Fund

Management Fee

0.51

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

614.00

Number of Net Holdings

615.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

36.02%

Gain YTD

12.187

Annual Yield % from dividends

1.41

Returns for 1 year

5.61

Returns for 3 years

45.34

Returns for 5 years

36.39

Returns for 10 years

99.38

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details