CSIFX Mutual Fund
CSIFX Mutual Fund
CSIFX Mutual Fund
Calvert Balanced Fund Class A
CSIFX Mutual Fund Overview
CSIFX Mutual Fund (Calvert Balanced Fund Class A) is managed by Calvert with $909.1M in net assets. CSIFX expense ratio is 0.90%, holding 630 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1982-10-21.
CSIFX performance shows a YTD return of 2.34%. The 1-year return is 2.93% and the 5-year return is 6.34%. CSIFX dividend yield stands at 1.24%, paid quarterly.
CSIFX 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 CSIFX holdings, CSIFX sectors, or CSIFX dividends.
CSIFX can be compared against other funds. Use CSIFX overlap to find shared positions, or CSIFX vs another fund for a side-by-side view. CSIFX alternatives are available via the screener, along with tax-loss harvesting opportunities.