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Calvert Balanced Fund Class R6: (MF: CBARX)
(NASDAQ Mutual Funds) As of Dec 17, 2025 06:54 PM ET
$49.38 USD
-0.40 (-0.80%)
Zacks MF Rank
2-Buy of 5 2
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Calvert Balanced Port R6 | CBARX | NA | NA | 0.00 | 0.00 | 0.51 | 0.59 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Calvert Balanced Port A | CSIFX | 49.10 | 10/21/1982 | 1.23 | 10.21 | 14.55 | 9.08 |
| Calvert Balanced Port C | CSGCX | 46.93 | 3/1/1994 | 0.60 | 9.37 | 13.69 | 8.25 |
| Calvert Balanced Port I | CBAIX | 50.42 | 2/14/2001 | 1.41 | 10.46 | 14.82 | 9.34 |
| Columbia Port Bldr Mod Agress R | CBARX | 49.38 | 2/4/2019 | 1.45 | 10.54 | 14.89 | 9.40 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |