CBAIX holdings — Calvert Balanced Fund
Calvert Balanced Fund (CBAIX) held 630 positions with net assets of $1.47B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 35.6% of the fund, led by Morgan Stanley & Co. LLC, GOOG, NVDA.
CBAIX top holdings
- Morgan Stanley & Co. LLC — 5.94% ($87.3M)
- GOOG Alphabet Inc — 5.24% ($77.0M)
- NVDA NVIDIA Corp — 5.18% ($76.1M)
- AAPL Apple Inc — 3.92% ($57.5M)
- AMZN Amazon.com Inc — 3.07% ($45.1M)
- MSFT Microsoft Corp — 2.99% ($43.9M)
- UMBS, TBA — 2.89% ($42.4M)
- AVGO Broadcom Inc — 2.53% ($37.2M)
- JPM JPMorgan Chase & Co — 2.01% ($29.5M)
- LLY Eli Lilly & Co — 1.81% ($26.6M)
- KO Coca-Cola Co/The — 1.77% ($26.0M)
- V Visa Inc — 1.75% ($25.8M)
- LRCX Lam Research Corp — 1.60% ($23.5M)
- MU Micron Technology Inc — 1.45% ($21.2M)
- ABBV AbbVie Inc — 1.33% ($19.5M)
- Eaton Corp PLC — 1.26% ($18.5M)
- APH Amphenol Corp — 1.26% ($18.5M)
- BKR Baker Hughes Co — 1.20% ($17.6M)
- PANW Palo Alto Networks Inc — 1.19% ($17.5M)
- UNH UnitedHealth Group Inc — 1.15% ($16.9M)
- AMD Advanced Micro Devices Inc — 1.12% ($16.4M)
- Linde PLC — 1.10% ($16.2M)
- UMBS, TBA — 1.07% ($15.8M)
- United States Treasury — 1.00% ($14.6M)
- MAR Marriott International Inc/MD — 0.98% ($14.4M)
What are CBAIX's top 10 holdings?
Morgan Stanley & Co. LLC (5.9%), GOOG (5.2%), NVDA (5.2%), AAPL (3.9%), AMZN (3.1%), MSFT (3.0%), UMBS, TBA (2.9%), AVGO (2.5%), JPM (2.0%), LLY (1.8%).
How many stocks are in CBAIX?
Calvert Balanced Fund reported 630 holdings as of June 30, 2026.
Share classes: CBAIX, CBARX, CSGCX, CSIFX