Calvert Balanced Portfolio Fund Quote
| CSGCX Fund | USD 45.72 0.10 0.22% |
PerformanceFair
| Odds Of DistressLow
|
Calvert Balanced is trading at 45.72 as of the 18th of October 2025; that is 0.22 percent increase since the beginning of the trading day. The fund's open price was 45.62. Calvert Balanced has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 20th of July 2025 and ending today, the 18th of October 2025. Click here to learn more.
Under normal market conditions, the fund invests between 50 percent and 75 percent of its net assets in equity securities and between 25 percent and 50 percent of its net assets in fixed-income securities. Calvert Balanced is traded on NASDAQ Exchange in the United States. More on Calvert Balanced Portfolio
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RefreshCalvert Mutual Fund Highlights
| Fund Concentration | Allocation--50% to 70% Equity, Calvert Research and Management, Large Growth, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Balanced Portfolio [CSGCX] is traded in USA and was established 18th of October 2025. The fund is listed under Allocation--50% to 70% Equity category and is part of Calvert Research and Management family. This fund currently has accumulated 1.11 B in assets under management (AUM) with no minimum investment requirementsCalvert Balanced Por is currently producing year-to-date (YTD) return of 4.47% with the current yeild of 0.01%, while the total return for the last 3 years was 12.28%.
Check Calvert Balanced Probability Of Bankruptcy
Calvert Balanced Por Risk Profiles
| Mean Deviation | 0.3325 | |||
| Semi Deviation | 0.3254 | |||
| Standard Deviation | 0.438 | |||
| Variance | 0.1918 |
Calvert Balanced Against Markets
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Other Information on Investing in Calvert Mutual Fund
Calvert Balanced financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Balanced security.
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