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Calvert Balanced Fund Class R6: (MF: CBARX)
(NASDAQ Mutual Funds) As of Oct 11, 2024 08:00 PM ET
$47.15 USD
+0.26 (0.55%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
NA
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Calvert Balanced Port R6 | CBARX | NA | NA | 0.00 | 0.00 | 0.51 | 0.62 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Calvert Balanced Port A | CSIFX | 45.26 | 10/21/1982 | 2.10 | 21.98 | 5.39 | 9.53 |
| Calvert Balanced Port C | CSGCX | 43.36 | 3/1/1994 | 1.53 | 21.05 | 4.59 | 8.71 |
| Calvert Balanced Port I | CBAIX | 46.41 | 2/14/2001 | 2.25 | 22.28 | 5.64 | 9.80 |
| Columbia Port Bldr Mod Agress R | CBARX | 47.15 | 2/4/2019 | 2.30 | 22.33 | 5.71 | 9.86 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Calvert Balanced Port R6 | CBARX | 5000000 | 0 | 0 | Q |
Contact Information
| Family | Calvert Group |
| Address | 1825 Connecticut Ave NW, Suite 400 Washington, DC 20009 |
| Phone | 800 368-2745 |