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CSIFX Chart NMFQS:CSIFX

Allocation--50% to 70% Equity | Calvert Research and Management
$48.51
↑ $0.05 (0.10%)
Last Updated: Jul 04, 2026

CSIFX Price Chart

3M 6M YTD 1Y 5Y 10Y Max
This chart displays NAV data for Calvert Balanced Fund Class A (CSIFX). For complete fund information and metrics, visit the Calvert Balanced Fund Class A (CSIFX) fund's overview page.


Performance Summary

YTD Return 3.15%
1-Year Return 15.17%
3-Year Return 14.48%
5-Year Return 7.87%
NAV $48.51
Previous Close $48.46

Fund Metrics

Net Assets $1.47 Billion
Expense Ratio 0.90%
Dividend Yield 0.01%
Morning Star Rating -
Inception Date 1982-10-21
Update Date 2026-03-31