Calvert Balanced Fund
CSGCX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1825 Connecticut Avenue Nw Washington DC United States of America 20009
- IPO Date
- Feb 28, 1994
- CIK
- 0000356682
- Website
- calvert.com
- Similar Companies
- Business
- Calvert Balanced Fund (CSGCX) is an actively managed open-end mutual fund that seeks competitive total return through a diversified portfolio typically comprising approximately 60% in common stocks of U.S. large-cap companies and 40% in investment-grade fixed-income securities, including bonds and money market instruments; the allocation may vary within 5 percentage points of this strategic target, with bottom-up security selection driving performance across equity and fixed-income sleeves. The fund offers multiple share classes, including Class C (CSGCX), Class A (CSIFX), Class I (CBAIX), and Class R6 (CBARX), catering to retail, institutional, and retirement plan investors seeking moderate allocation strategies in the responsible investing space. Top holdings as of recent data include NVIDIA Corp., Microsoft Corp., Apple Inc., Alphabet Inc., and Amazon.com Inc. in equities, alongside Federal National Mortgage Association securities and U.S. Treasury instruments in fixed income. Managed by Calvert Research and Management, a subsidiary of Morgan Stanley Investment Management with roots dating to 1976 and headquartered at 2050 M Street NW, Washington, DC, the fund emphasizes environmental, social, and governance (ESG) factors in its investment process while targeting U.S. markets for both equities and bonds. In recent developments, Calvert Research and Management has expanded its U.S. investment offerings through strategic fund acquisitions, including the 2023 integration of Eaton Vance's Focused Global Opportunities Fund into the Calvert Global Equity Fund and the Eaton Vance Global Small-Cap Equity Fund into the Calvert Global Small-Cap Equity Fund, enhancing its multi-asset and equity capabilities; these moves align with ongoing portfolio adjustments reflected in the Balanced Fund's current holdings and performance metrics as of late 2025.