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

1.34B

Fund Existence

about 26 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

308M

Fund Type

OpenEnd

Index Fund

Management Fee

0.51

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

550.00

Number of Net Holdings

552.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

34.44%

Gain YTD

-5.334

Annual Yield % from dividends

1.59

Returns for 1 year

4.81

Returns for 3 years

16.97

Returns for 5 years

39.71

Returns for 10 years

43.51

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details