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Logo for Fund Calvert Balanced Fund

Calvert Balanced Fund (CBAIX)

NASDAQ Currency in USD
$229.00
+$0.18
+0.08%
Last Update: 18 Jul 2026, 04:29
Assets Under Management
Expense Ratio
0.33%
Forward Dividend Yield
$148.91-$298.84
52 Week Range

CBAIX Price Chart

Explore Calvert Balanced Fund interactive price chart. Choose custom timeframes to analyze CBAIX price movements and trends.

CBAIX Fund Profile

Key details and information about Calvert Balanced Fund (CBAIX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

26 Feb 1999

Country

US

Description

Under typical market conditions, this fund strategically allocates its net assets, committing between 50% and 75% to equity holdings and the remaining 25% to 50% to fixed-income instruments. The equity portion primarily consists of common shares issued by large-capitalization companies. For its fixed-income investments, the fund largely focuses on a wide and varied selection of high-quality, investment-grade debt securities.

CBAIX Fund Performance

View CBAIX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

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