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CSIFX
Mutual Fund ticker: NASDAQ
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Calvert Balanced A (CSIFX) Ownership - Who owns Calvert Balanced A?

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

Profile

Category
Moderate Allocation
Address
Calvert Social Investment Fund4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.90
Min. Initial Investment
1000.00
Fund Existence
over 42 years
Turnover
153.00
Front Load
5.25
Net Assets
1402182100.00
Manager Tenure
N/A

Fundamentals

CSIFX
Net Assets
1.4B
Fund Existence
over 42 years
Turnover
153.00
Total Expense Ratio
0.90
Front Load
5.25%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.90
Assets in Top Ten Holdings
346M
Average Credit Quality
13
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
910M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.51
Modified Duration
N/A
No Load Fund
No
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
-3.069
Annual Yield % from dividends
1.35
Returns for 1 year
3.74
Returns for 3 years
13.91
Returns for 5 years
54.75
Returns for 10 years
43.40
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Calvert Social Investment Fund4550 Montgomery Avenue Street 1000nBethesda
Phone
N/A
Web
www.calvert.com