Calvert Balanced Fund

Calvert Balanced Fund

CBAIX

$49.78

Updated: 24/09/2026, 14:14:25

Market Cap
$1.45B
Sector
Financial Services
Industry
Asset Management
Country
US
Stock valuation chart
One-year closing share-price history for CBAIX
Company Profile

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.

USD
NASDAQ
https://www.calvert.com/investment-solutions/mutual-funds/multi-asset/calvert-balanced-fund.shareclass.I.html
Asset Summaries
Latest generated summaries for CBAIX

No summaries found.

Detailed business
Structured knowledge from the latest official annual filing.
No official annual filing has completed ingestion for this company yet. The filing worker processes major-index companies incrementally and never repeats a completed fiscal year.
Full company information
Latest profile, trading, valuation, and identifier data stored for CBAIX.
Share price
$49.78
Market cap
$1.45B
Exchange
NASDAQ
Currency
USD
CEO
N/A
Employees
N/A
IPO date
26/02/1999
Beta
0.9
Last dividend
$0.00
Day range
$49.78 – $50.24
52-week range
$45.23 – $51.23
1-day performance
-0.92%
1-year performance
10.06%
Current drawdown (1Y)
-2.83%
CIK
0000356682
CUSIP
131618829
ISIN
US1316188291
Created
07/12/2025, 03:12:06
Last update
24/09/2026, 14:14:25

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Latest Database News
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