CBARX Mutual Fund (Calvert Balanced Fund Class R6) is managed by Calvert with $48.9M in net assets. CBARX expense ratio is 0.60%, holding 620 positions across sectors including Financials, Information Technology, Other. Inception date: 2019-02-01.

CBARX performance shows a YTD return of 7.25%. The 1-year return is 14.73% and the 5-year return is 8.46%. CBARX dividend yield stands at 7.89%, paid quarterly.

CBARX top holdings include Msilf Government Port (6.7%), Nvidia Corp (5.4%), Alphabet Inc series C (4.7%), Apple Inc (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.5%). View all CBARX holdings, sector breakdown, or dividend history.

CBARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CBARX alternatives are available via the screener, along with tax-loss harvesting opportunities.