CBARX Mutual Fund

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, Consumer Discretionary. Inception date: 2019-02-01.

CBARX performance shows a YTD return of 3.76%. The 1-year return is 9.24% and the 5-year return is 8.10%. CBARX dividend yield stands at 7.98%, paid quarterly.

CBARX 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 CBARX holdings, CBARX sectors, or CBARX dividends.

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