About CBARX
Calvert Balanced Fund Class R6 is an actively managed mutual fund designed as a moderate allocation vehicle, blending both equity and fixed-income investments to pursue a competitive total return. Managed by Calvert Research and Management, this fund typically allocates between 50% and 75% of its assets to equities—primarily large-cap U.S. companies—and the remaining 25% to 50% to a diverse mix of investment-grade bonds, including government, corporate, and mortgage-backed securities. The fund stands out for its integration of environmental, social, and governance (ESG) criteria, guided by the Calvert Principles for Responsible Investment. These principles inform both asset selection and portfolio management, focusing on sustainability, equitable societies, and sound governance. Calvert Balanced Fund Class R6 is classified as a diversified fund, holding over 500 securities and maintaining exposure to both domestic and, to a lesser extent, foreign markets. The fund is typically available to institutional investors and certain retirement plans, reflecting its R6 share class structure. Its balanced approach seeks to provide both income and capital growth, making it a core holding for investors seeking diversification and a focus on responsible investing practices.
Fund Family Calvert Research and Management
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CBARX
Share Class Class R6
Index Russell 1000 TR USD
CBARX had a total return of 3.22% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.12%.
