Calvert Balanced Fund Class A (CSIFX) - Allocation--50% to 70% Equity fund with $1.46 Billion in assets. The fund allocates 31.76% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Microsoft Corp at 2.99% of total assets. This is followed by NVIDIA Corp (5.18%) and Apple Inc (3.92%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Microsoft Corp | 2.99% | - | - |
| NVIDIA Corp | 5.18% | - | - |
| Apple Inc | 3.92% | - | - |
| Alphabet Inc | 5.24% | - | - |
| Morgan Stanley Institutional Liquidity Funds - Government Portfolio | 5.94% | - | - |
| Amazon.com Inc | 3.07% | - | - |
| Uniform Mortgage-Backed Security, TBA | 2.89% | - | - |
| U.S. Treasury Notes | None | - | - |
| AbbVie Inc | None | - | - |
| Broadcom Inc | 2.53% | - | - |
| Eli Lilly Co | 1.81% | - | - |
| Baker Hughes Co | 1.88% | - | - |
| Visa Inc | 1.78% | - | - |
| JPMorgan Chase Co | 2.01% | - | - |