CSGCX

About CSGCX

Calvert Balanced Fund Class C is a mutual fund designed to provide investors with a competitive total return through a diversified portfolio that blends both equity and fixed-income securities. The fund typically allocates between 50% and 75% of its assets to equity investments—primarily focusing on large-cap U.S. companies—and 25% to 50% to a broad range of investment-grade debt securities. Its portfolio aims to achieve a balance between income generation and capital growth, making it a moderate allocation strategy within the asset allocation fund category. Notably, Calvert Balanced Fund incorporates the Calvert Principles for Responsible Investment, integrating environmental, social, and governance (ESG) criteria into its security selection process and engagement efforts. With hundreds of holdings, the fund spans multiple sectors and industries, and its approach appeals to investors seeking both diversity and a responsible investment ethos. Since its inception in 1994, the fund has established a role as a core holding within many diversified portfolios, targeting investors with medium-term to long-term goals who value a blend of growth potential and income stability.