Calvert Balanced FundCBARX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.4B
Expense ratio
0.60%
1-year return
+9.5%
3 years, a year
+12.3%
5 years, a year
+7.3%
Holdings
620
What it aims to do.
The Funds investment objective is to seek to achieve a competitive total return through an actively managed portfolio of stocks, bonds, and money market instruments which offer income and capital growth opportunity.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Morgan Stanley & Co. LLC | 6.68% |
| NVDA NVIDIA Corp | 5.43% |
| GOOG Alphabet Inc | 4.66% |
| AAPL Apple Inc | 3.98% |
| MSFT Microsoft Corp | 3.55% |
| Umbs, Tba | 3.09% |
| AMZN Amazon.com Inc | 2.91% |
| AVGO Broadcom Inc | 2.44% |
| JPM JPMorgan Chase & Co | 1.93% |
| BKR Baker Hughes Co | 1.88% |
More on CBARX.
- CBARX overview
- CBARX holdings
- CBARX risk
- CBARX costs
- CBARX money in and out
- CBARX share classes
- Compare CBARX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.