Calvert Balanced Portfolio Fund Cash Position Weight
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Calvert Balanced's long-term financial health and intrinsic value.
Calvert |
Calvert Balanced Portfolio Mutual Fund Cash Position Weight Analysis
Calvert Balanced's Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.
Current Calvert Balanced Cash Position Weight | 1.67 % |
Most of Calvert Balanced's fundamental indicators, such as Cash Position Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Calvert Balanced Portfolio is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
CompetitionIn accordance with the recently published financial statements, Calvert Balanced Portfolio has 1.67% in Cash Position Weight. This is much higher than that of the Calvert Research and Management family and significantly higher than that of the Allocation--50% to 70% Equity category. The cash position weight for all United States funds is notably lower than that of the firm.
Calvert Cash Position Weight Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Calvert Balanced's direct or indirect competition against its Cash Position Weight to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Calvert Balanced could also be used in its relative valuation, which is a method of valuing Calvert Balanced by comparing valuation metrics of similar companies.Calvert Balanced is currently under evaluation in cash position weight among similar funds.
Fund Asset Allocation for Calvert Balanced
The fund invests 55.59% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (4.33%) , cash (1.67%) and various exotic instruments.Asset allocation divides Calvert Balanced's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Calvert Fundamentals
| Price To Earning | 17.28 X | ||||
| Price To Book | 2.79 X | ||||
| Price To Sales | 1.49 X | ||||
| Total Asset | 224.7 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 6.57 % | ||||
| One Year Return | 14.24 % | ||||
| Three Year Return | 13.19 % | ||||
| Five Year Return | 9.89 % | ||||
| Ten Year Return | 8.84 % | ||||
| Net Asset | 1.11 B | ||||
| Last Dividend Paid | 0.1 | ||||
| Cash Position Weight | 1.67 % | ||||
| Equity Positions Weight | 55.59 % | ||||
| Bond Positions Weight | 4.33 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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