CSGCX Mutual Fund (Calvert Balanced Fund Class C) is managed by Calvert with $48.9M in net assets. CSGCX expense ratio is 1.65%, holding 620 positions across sectors including Financials, Information Technology, Other. Inception date: 1994-03-01.

CSGCX performance shows a YTD return of 6.97%. The 1-year return is 13.79% and the 5-year return is 7.38%. CSGCX dividend yield stands at 7.47%, paid quarterly.

CSGCX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (6.7%), Nvidia Corp. (5.4%), Alphabet Inc. C (4.7%), Apple, Inc (4.0%), Microsoft Corp 4.100 Feb 06 37 (3.5%). View all CSGCX holdings, sector breakdown, or dividend history.

CSGCX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.