Calvert Balanced Portfolio Fund Minimum Initial Investment
| CSGCX Fund | USD 45.16 0.23 0.51% |
Calvert Balanced Portfolio fundamentals help investors to digest information that contributes to Calvert Balanced's financial success or failures. It also enables traders to predict the movement of Calvert Mutual Fund. The fundamental analysis module provides a way to measure Calvert Balanced's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Calvert Balanced mutual fund.
Calvert |
Calvert Balanced Portfolio Mutual Fund Minimum Initial Investment Analysis
Calvert Balanced's Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
More About Minimum Initial Investment | All Equity Analysis
Minimum Initial Investment | = | First Fund Deposit |
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it against random trades that may negatively affect fund strategy.
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Based on the recorded statements, Calvert Balanced Portfolio has a Minimum Initial Investment of 0.0. This indicator is about the same for the Calvert Research and Management average (which is currently at 0.0) family and about the same as Allocation--50% to 70% Equity (which currently averages 0.0) category. This indicator is about the same for all United States funds average (which is currently at 0.0).
Calvert Minimum Initial Investment Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Calvert Balanced's direct or indirect competition against its Minimum Initial Investment to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Calvert Balanced could also be used in its relative valuation, which is a method of valuing Calvert Balanced by comparing valuation metrics of similar companies.Calvert Balanced is currently under evaluation in minimum initial investment among similar funds.
Fund Asset Allocation for Calvert Balanced
The fund invests 55.59% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (4.33%) , cash (1.67%) and various exotic instruments.Asset allocation divides Calvert Balanced's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Calvert Fundamentals
| Price To Earning | 17.55 X | ||||
| Price To Book | 2.85 X | ||||
| Price To Sales | 1.52 X | ||||
| Total Asset | 52.31 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 20.37 % | ||||
| One Year Return | 24.01 % | ||||
| Three Year Return | 5.67 % | ||||
| Five Year Return | 9.10 % | ||||
| Ten Year Return | 7.54 % | ||||
| Net Asset | 1.11 B | ||||
| Cash Position Weight | 1.67 % | ||||
| Equity Positions Weight | 55.59 % | ||||
| Bond Positions Weight | 4.33 % |
About Calvert Balanced Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Calvert Balanced Portfolio's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Calvert Balanced using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Calvert Balanced Portfolio based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Calvert Mutual Fund
Calvert Balanced financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Balanced security.
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