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Calvert Balanced Fund Class R6: (MF: CBARX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:44 PM ET

$49.16 USD

-0.14 (-0.28%)

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 48.32 10/21/1982 1.20 5.09 14.30 7.26
Calvert Balanced Port C CSGCX 46.15 3/1/1994 0.52 4.32 13.44 6.45
Calvert Balanced Port I CBAIX 49.66 2/14/2001 1.42 5.36 14.58 7.52
Columbia Port Bldr Mod Agress R CBARX 49.16 2/4/2019 1.45 5.43 14.65 7.59

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