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Calvert Balanced Fund Class R6: (MF: CBARX)

(NASDAQ Mutual Funds) As of Feb 13, 2026 06:26 PM ET

$47.97 USD

0.00 (NA)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

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

Buy 2
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 0.51 0.60

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Calvert Balanced Port A CSIFX 47.10 10/21/1982 NA 9.00 14.05 8.56
Calvert Balanced Port C CSGCX 44.97 3/1/1994 NA 8.18 13.20 7.75
Calvert Balanced Port I CBAIX 48.40 2/14/2001 NA 9.49 14.34 8.83
Columbia Port Bldr Mod Agress R CBARX 47.97 2/4/2019 NA 9.54 14.40 8.89

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