About CSIFX
Calvert Balanced Fund Class A is a mutual fund that pursues a balanced investment approach by allocating its assets between equities and fixed-income securities. The fund typically invests 50% to 75% of its net assets in equity securities—primarily large-cap U.S. stocks—and 25% to 50% in investment-grade fixed-income securities, such as bonds and money market instruments. Its strategy is designed to achieve a competitive total return through both income and capital appreciation, serving investors seeking moderate growth with risk mitigation through diversification. Notably, the fund integrates the Calvert Principles for Responsible Investment into its selection process, emphasizing environmental, social, and governance (ESG) factors alongside financial analysis and active shareholder engagement. The fund’s portfolio includes a broad mix of sectors, with significant holdings in technology, government-backed mortgage securities, and leading consumer and financial companies. Since its inception in 1982, Calvert Balanced Fund Class A has played a prominent role in the moderate allocation category, offering investors a way to participate in socially responsible investing while targeting long-term, risk-adjusted returns.
Fund Family Calvert Research and Management
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CSIFX
Share Class Class A
Index Russell 1000 TR USD
CSIFX had a total return of 5.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.25%.
