CSGCX Mutual Fund

CSGCX Mutual Fund (Calvert Balanced Fund Class C) is managed by Calvert with $48.9M in net assets. CSGCX expense ratio is 1.65%, holding 620 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1994-03-01.

CSGCX performance shows a YTD return of 3.12%. The 1-year return is 8.10% and the 5-year return is 7.02%. CSGCX dividend yield stands at 7.54%, paid quarterly.

CSGCX 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 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.