CSIFX Mutual Fund

CSIFX Mutual Fund (Calvert Balanced Fund Class A) is managed by Calvert with $48.9M in net assets. CSIFX expense ratio is 0.90%, holding 620 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 1982-10-21.

CSIFX performance shows a YTD return of 4.12%. The 1-year return is 8.44% and the 5-year return is 6.87%. CSIFX dividend yield stands at 7.85%, paid quarterly.

CSIFX top holdings include Morgan Stanley Institutional L Msilf Government Port Inst (6.7%), Nvidia Corp (5.4%), Alphabet Inc. C (4.7%), Apple, Inc (4.0%), Microsoft Corp (3.5%). 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.