CBAIX Mutual Fund

CBAIX Mutual Fund (Calvert Balanced Fund Class I) is managed by Calvert with $48.9M in net assets. CBAIX expense ratio is 0.65%, holding 620 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1999-02-26.

CBAIX performance shows a YTD return of 3.72%. The 1-year return is 9.18% and the 5-year return is 8.04%. CBAIX dividend yield stands at 7.92%, paid quarterly.

CBAIX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (6.7%), Nvidia Corp. (5.4%), Alphabet Inc. C (4.7%), Apple, Inc (4.0%), Microsoft Corp (3.5%). Go to all CBAIX holdings, CBAIX sectors, or CBAIX dividends.

CBAIX can be compared against other funds. Use CBAIX overlap to find shared positions, or CBAIX vs another fund for a side-by-side view. CBAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.