CBARX
Calvert Balanced Fund
Calvert Social Investment Fund

Allocation breakdown

As of March 31, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of March 31, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

Semiconductors & Related Devices 8.58%
Services-Computer Programming, Data Processing, Etc. 4.52%
Services-Prepackaged Software 3.93%
Electronic Computers 3.85%
Electronic Connectors 0.89%
Radio & Tv Broadcasting & Communications Equipment 0.77%
Computer Peripheral Equipment, NEC 0.72%
Computer Storage Devices 0.07%
Miscellaneous Electrical Machinery, Equipment & Supplies 0.04%
Calculating & Accounting Machines (No Electronic Computers) 0.01%
Retail-Catalog & Mail-Order Houses 2.82%
Services-Business Services, NEC 1.61%
Retail-Variety Stores 1.22%
Retail-Family Clothing Stores 0.97%
Industrial Instruments For Measurement, Display, and Control 0.92%
Hotels & Motels 0.89%
Retail-Department Stores 0.80%
Retail-Building Materials, Hardware, Garden Supply 0.48%
Motor Vehicles & Passenger Car Bodies 0.14%
Services-Membership Sports & Recreation Clubs 0.12%
Retail-Auto Dealers & Gasoline Stations 0.08%
Services-Miscellaneous Business Services 0.07%
Services-Advertising 0.01%
Services-Miscellaneous Equipment Rental & Leasing 0.01%
Oil & Gas Field Machinery & Equipment 1.81%
Special Industry Machinery, NEC 1.14%
Misc Industrial & Commercial Machinery & Equipment 1.14%
Wholesale-Groceries & Related Products 0.77%
Miscellaneous Fabricated Metal Products 0.74%
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip 0.66%
Aircraft Engines & Engine Parts 0.63%
General Industrial Machinery & Equipment, NEC 0.05%
Air Transportation, Scheduled 0.01%
National Commercial Banks 1.89%
Security & Commodity Brokers, Dealers, Exchanges & Services 1.63%
Mortgage Bankers & Loan Correspondents 0.80%
Insurance Agents, Brokers & Service 0.68%
Investment Advice 0.38%
Hospital & Medical Service Plans 0.30%
Security Brokers, Dealers & Flotation Companies 0.19%
Federal & Federally-Sponsored Credit Agencies 0.13%
State Commercial Banks 0.10%
Life Insurance 0.03%
Commercial Banks, NEC 0.02%
Investors, NEC 0.02%
Pharmaceutical Preparations 2.97%
Biological Products, (No Diagnostic Substances) 1.44%
Orthopedic, Prosthetic & Surgical Appliances & Supplies 0.65%
Services-Medical Laboratories 0.62%
Beverages 1.71%
Refuse Systems 0.87%
Electric Services 0.73%
Services-Video Tape Rental 1.13%
Radiotelephone Communications 0.01%
Industrial Inorganic Chemicals 1.09%
Mining & Quarrying of Nonmetallic Minerals (No Fuels) 0.01%
Real Estate 0.65%
Real Estate Investment Trusts 0.04%
Lessors of Real Property, NEC 0.02%
Oil & Gas Field Services, NEC 0.01%
Unclassified 41.41%

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