Current Market Value 1,550,827,666
Current Holdings 573
Most Recent File Date 2025-08-27
Total Filings on Record 24
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by CSIFX - Calvert Balanced Fund Class A . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-27 2025-06-30 NPORT-P 573 1,550,828
2025-05-19 2025-03-31 NPORT-P 625 1,514,235
2025-02-28 2024-12-31 NPORT-P 559 1,482,273
2024-11-19 2024-09-30 NPORT-P 582 1,476,807
2024-08-28 2024-06-30 NPORT-P 546 1,379,244
2024-05-21 2024-03-31 NPORT-P 556 1,292,470
2024-02-28 2023-12-31 NPORT-P 553 1,218,339
2023-11-14 2023-09-30 NPORT-P 585 1,128,966
2023-08-29 2023-06-30 NPORT-P 585 1,187,865
2023-05-22 2023-03-31 NPORT-P 575 1,141,688
2023-03-01 2022-12-31 NPORT-P 570 1,086,093
2022-11-17 2022-09-30 NPORT-P 584 1,041,112
2022-08-26 2022-06-30 NPORT-P 584 1,076,326
2022-05-26 2022-03-31 NPORT-P 589 1,259,669
2022-02-28 2021-12-31 NPORT-P 593 1,324,418
2021-11-24 2021-09-30 NPORT-P 556 1,258,068
2021-08-26 2021-06-30 NPORT-P 528 1,240,228
2021-05-20 2021-03-31 NPORT-P 518 1,156,032
2021-02-26 2020-12-31 NPORT-P 505 1,114,973
2020-11-19 2020-09-30 NPORT-P 507 1,003,988
2020-08-28 2020-06-30 NPORT-P 486 929,288
2020-05-20 2020-03-31 NPORT-P 483 817,637
2020-02-28 2019-12-31 NPORT-P 488 940,756
2019-11-21 2019-09-30 NPORT-P 477 869,175