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Calvert Social Investment Balanced B (CSLBX)

On Feb 10: 24.09 USD  Up 0.16 (0.67%)  
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 CALVERT SOCIAL INVESTMENT FD BA Delayed quote dataEdit
Net Asset Value:24.09
Trade Time:Feb 10
Change:Up 0.16 (0.67%)
Prev Close:23.93
YTD Return*:21.02%
Net Assets*:14.04M
Yield*:0.62%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for CSLBX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:2 stars
Total Assets:14.04M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:21.02%
5y Avg Return:-0.09%
Rank in Category (ytd):745
% Rank in Category (ytd):62.92%
Beta (3y):0.93
Morningstar Risk Rating:Below average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks a competitive total return. The fund typically invests about 60% of net assets in stocks and 40% in bonds or other fixed-income investments. Stock investments are primarily common stock in large-cap companies, while the fixed-income investments are primarily a wide variety of investment-grade bonds. All investments are selected on the basis of their ability to contribute to the dual objectives of financial soundness and societal impact.
Fund Profile


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