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Calvert Balanced Fund;A

Ranked 108 out of 194 in - Aggressive USD over 12 months
All calculations are in USD unless stated

Managed by

Brian Ellis

Charles Gaffney

Charles Gaffney is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is responsible for buy and sell decisions, portfolio construction and risk management for a number of the firm’s global core equity strategies. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2003. Charlie began his career in the investment management industry in 1996. Before joining Eaton Vance, he was affiliated with Brown Brothers Harriman as a sector portfolio manager and Morgan Stanley Dean Witter as a senior equity analyst. Charlie earned a B.A. from Bowdoin College in 1995 and an MBA from Fordham University in 2002.

Vishal Khanduja

Objective

The Fund seeks total return above the inflation rate by investing in a diversified portfolio of common stock, preferred stock, bonds, and money market instruments which satisfy social concern criteria established by the Fund.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Aggressive USD over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.9% 2.2%
2017 11.5% 3.2% 1.7% 2.2% 4.0%
2016 7.7% 1.6% 2.0% 2.8% 1.2%
2015 -2.8% 1.7% -0.4% -6.1% 2.3%
2014 9.7% 1.7% 3.9% -0.1% 3.9%
2013 17.3% 5.5% 0.7% 5.3% 4.9%
2012 10.8% 9.1% -2.1% 3.9% -0.2%
2011 3.3% 3.6% 0.6% -6.9% 6.5%
2010 10.9% 4.2% -6.1% 7.6% 5.3%
2009 23.9% -3.3% 10.9% 11.5% 3.7%
2008 -29.0% -5.5% -0.5% -7.7% -18.2%
2007 3.2% 0.5% 2.8% 1.0% -1.1%
2006 8.4% 2.0% -1.6% 4.0% 3.9%
2005 5.2% -0.8% 2.2% 2.2% 1.5%
2004 7.8% 2.3% 0.1% -0.5% 5.8%
2003 17.5% -1.6% 9.8% 1.8% 6.8%
2002 -12.5% -1.6% -6.6% -9.0% 4.7%
2001 -5.4% -5.6% 4.6% -10.6% 7.2%
2000 -2.4% 2.5% 0.0% 2.2% -6.8%
1999 6.8% 2.0% 1.7% -4.4% 7.7%
1998 17.5% 9.4% 2.1% -6.5% 12.4%
1997 18.9% -1.6% 11.1% 7.8% 0.9%
1996 9.0% 0.4% 0.3% 4.5% 3.6%
1995 26.0% 6.8% 7.2% 5.0% 4.8%
1994 -4.7% -3.4% -1.8% 2.1% -1.7%
1993 6.0% 2.3% 0.2% 3.2% 0.2%
1992 7.5% -2.5% 0.9% 5.1% 4.0%
1991 17.8% 5.8% 0.5% 3.5% 7.2%
1990 1.8% -3.2% 4.4% -5.7% 6.9%
1989 18.8% 2.8% 8.1% 4.7% 2.0%
1988 10.7% 7.7% 1.6% 0.4% 0.8%
1987 4.9% 11.2% 2.7% 3.6% -11.3%
1986 18.1% 14.7% 8.2% -7.7% 3.2%
1985 26.7% 7.6% 10.0% -4.6% 12.4%
1984 6.8% -2.4% -1.2% 6.2% 4.3%
1983 11.3% 6.7% 10.7% -4.7% -1.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date21/10/1982
  • Share Class size552Mn
  • Base currencyUSD
  • ISIN US1316181007

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management0.40%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).