CBAIX Mutual Fund
CBAIX Mutual Fund
CBAIX Mutual Fund
Calvert Balanced Fund Class I
CBAIX Mutual Fund Overview
CBAIX Mutual Fund (Calvert Balanced Fund Class I) is managed by Calvert with $793.8M in net assets. CBAIX expense ratio is 0.65%, holding 630 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1999-02-26.
CBAIX performance shows a YTD return of 2.57%. The 1-year return is 3.18% and the 5-year return is 6.60%. CBAIX dividend yield stands at 1.47%, paid quarterly.
CBAIX top holdings include Nvidia Corp (5.6%), Alphabet Inc. C (4.9%), Microsoft Corp (4.0%), Amazon.Com Inc (3.4%), Apple Inc (3.3%). 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.