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 630 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2019-02-01.

CBARX performance shows a YTD return of 6.20%. The 1-year return is 6.88% and the 5-year return is 7.39%. CBARX dividend yield stands at 1.51%, paid quarterly.

CBARX 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 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.