CSGCX Mutual Fund
CSGCX Mutual Fund
CSGCX Mutual Fund
Calvert Balanced Fund Class C
CSGCX Mutual Fund Overview
CSGCX Mutual Fund (Calvert Balanced Fund Class C) is managed by Calvert with $43.7M in net assets. CSGCX expense ratio is 1.65%, holding 630 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1994-03-01.
CSGCX performance shows a YTD return of 1.70%. The 1-year return is 2.16% and the 5-year return is 5.53%. CSGCX dividend yield stands at 0.54%, paid quarterly.
CSGCX 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 CSGCX holdings, CSGCX sectors, or CSGCX dividends.
CSGCX can be compared against other funds. Use CSGCX overlap to find shared positions, or CSGCX vs another fund for a side-by-side view. CSGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.