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Calvert Balanced Fund Class R6: (MF: CBARX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:24 PM ET

$50.41 USD

+0.13 (0.26%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for CBARX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Report

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Calvert Balanced Port R6 CBARX NA NA 0.00 0.00 0.50 0.58

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Calvert Balanced Port A CSIFX 49.52 10/21/1982 1.28 8.92 12.84 7.04
Calvert Balanced Port C CSGCX 47.27 3/1/1994 0.62 8.11 11.99 6.24
Calvert Balanced Port I CBAIX 50.90 2/14/2001 1.47 9.20 13.12 7.30
Columbia Port Bldr Mod Agress R CBARX 50.41 2/4/2019 1.53 9.25 13.18 7.36

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Calvert Balanced Port R6 CBARX 5000000 0 0 Q

Contact Information

Family Calvert Group
Address 1825 Connecticut Ave NW, Suite 400
Washington, DC 20009
Phone 800 368-2745