Calvert SRI Balanced Portfolio
Historical Performance
Objective And Strategy
ObjectiveThe investment seeks to provide a competitive total return through an actively managed portfolio of stocks, bonds, and money market instruments which offer income and capital growth opportunity.
Strategy
Under normal market conditions, the fund invests between 50% and 75% of net assets in equity securities and between 25% and 50% of net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities, such as corporate debt securities, mortgage-backed securities and other asset-backed securities.
Principle Risks
N/A
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Moderate Allocation10/2013
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Documents
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Fund Family Summary Prospectus
Updated 05-01-2021
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Fund Semi-Annual Report
Updated 06-30-2021
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Fund Annual Report
Updated 12-31-2020
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Fund Prospectus
Updated 05-01-2021
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Fund SAI
Updated 05-01-2021
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Fund Family Summary Prospectus