Calvert Balanced Mutual Fund Money Managers

CSIFX Fund  USD 47.05  0.19  0.41%   
Break down of Calvert Balanced's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Calvert Balanced's future under-performance.
  
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Symbol  CSIFX
Name  Calvert Balanced Portfolio
TypeMutual Fund
Country  
 United States
Exchange  NMFQS

Information on Calvert Balanced Portfolio Leadership is currently not available.

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Calvert Balanced Net Asset Comparison

Calvert Balanced Portfolio is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 133.05 Billion. Calvert Balanced maintains roughly 1.11 Billion in net asset contributing less than 1% to funds in Allocation--50% to 70% Equity category.

Calvert Balanced Por Benchmark Summation

Operator
The output start index for this execution was zero with a total number of output elements of sixty-one. Calvert Balanced Por Price Series Summation is a cross summation of Calvert Balanced price series and its benchmark/peer.

About Calvert Balanced Management Performance

The success or failure of an entity such as Calvert Balanced Por often depends on how effective the management is. Calvert Balanced management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Calvert management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Calvert management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal market conditions, the fund invests between 50 percent and 75 percent of its net assets in equity securities and between 25 percent and 50 percent 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.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Other Information on Investing in Calvert Mutual Fund

Calvert Balanced financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Balanced security.
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