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CSIFX Calvert Balanced A Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Eli Lilly & Co (NYSE:LLY), ABBVIE (NYSE:ABBV).

Industry description

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. Under normal market conditions, the fund invests between 50% and 75% of its net assets in equity securities and between 25% and 50% of its net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities.

Market Cap

The average market capitalization across the Calvert Balanced A MF is 2.09T. The market cap for tickers in the group ranges from 322.43B to 3.59T. NVDA holds the highest valuation in this group at 3.59T. The lowest valued company is ABBV at 322.43B.

Volume

The average weekly volume growth across all stocks in the Calvert Balanced A MF was -27%. For the same stocks of the MF, the average monthly volume growth was -2% and the average quarterly volume growth was -32%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 72
P/E Growth Rating: 68
Price Growth Rating: 35
SMR Rating: 22
Profit Risk Rating: 10
Seasonality Score: 4 (-100 ... +100)
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A.I. Advisor
published General Information

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
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CSIFX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, CSIFX has been closely correlated with RLBCX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if CSIFX jumps, then RLBCX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To CSIFX
1D Price
Change %
CSIFX100%
-0.06%
RLBCX - CSIFX
94%
Closely correlated
-0.14%
RAMHX - CSIFX
94%
Closely correlated
-0.14%
RLBGX - CSIFX
94%
Closely correlated
-0.11%
FBONX - CSIFX
94%
Closely correlated
-0.14%
RLBEX - CSIFX
94%
Closely correlated
-0.14%
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