Calvert Balanced Fund Class A (CSIFX)

US Funds

ポートフォリオに追加/削除するポートフォリオに加える

46.72 +0.17 +0.37%

23/12 - 表示されている情報は遅れています。. USD 通貨

タイプ: 投資信託

市場: アメリカ

発行者: Calvert Investments

資産クラス: 株式

モーニングスターの評価:
総資産: 920.2M

概要
プロフィール
過去のデータ
保有資産

CSIFX 概要

このページではCalvert Balanced Fund Class Aの基本的な企業情報をご覧になれます。 CSIFX の主要な経営陣、総資産、投資戦略、連絡先情報など。

カテゴリー

Allocation--50% to 70% Equity

総資産

920.2M

費用

0.90%

開始日

30245

連絡先

住所 1825 Connecticut Avenue NW, Suite 400
Washington,DC 20009-5727
United States

電話 202-238-2200

ウェブ www.calvert.com

役員トップ

銘柄	タイトル	以来	まで
Charles B. Gaffney	Vice President	2016	now
伝記	Charles Gaffney is a vice president of Eaton Vance Management and portfolio manager on Eaton Vance’s global core team. He is a member of the firm’s Equity Strategy Committee. He joined Eaton Vance in 2003. Charlie began his career in the investment management industry in 1996. Before joining Eaton Vance, he was affiliated with Brown Brothers Harriman as a sector portfolio manager and Morgan Stanley Dean Witter as a senior equity analyst. Charlie earned a B.A. from Bowdoin College in 1995 and an MBA from Fordham University in 2002.
Brian S. Ellis	Portfolio Manager	2015	now
伝記	Brian is a managing director of Morgan Stanley Investment Management and a portfolio manager on the Broad Markets Fixed Income team. He is responsible for buy and sell decisions, portfolio construction and risk management for the firm’s Broad Markets strategies, including Calvert Research and Management Multi-Sector strategies. He joined Calvert Research and Management’s predecessor organization Calvert Investment Management in 2009. Eaton Vance acquired Calvert Investment Management in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Brian began his career in the investment management industry in 2006. Before joining Eaton Vance, he worked as a portfolio manager of fixed-income strategies for Calvert Investments. He was previously affiliated with Legg Mason Capital Management (now ClearBridge Investments). Brian earned a B.S. in finance from Salisbury University. He is a CFA charterholder and an FSA Credential holder. He is a member of the CFA Institute and CFA Society Boston.
Vishal Khanduja	Managing Director	2013	now
伝記	Vishal is a managing director of Morgan Stanley Investment Management, Co-Head of the Broad Markets Fixed Income team and a portfolio manager. He is responsible for buy and sell decisions and portfolio construction. He joined Calvert Research and Management’s predecessor organization Calvert Investment Management in 2012. Eaton Vance acquired Calvert Investment Management in 2016. Morgan Stanley acquired Eaton Vance in March 2021. Vishal began his career in the investment management industry in 2005. Before joining Eaton Vance, he was a senior vice president, portfolio manager and head of taxable fixed income for Calvert Investments. Previously, he was a vice president and portfolio manager at Columbia Threadneedle and associate director of fixed-income analytics at Galliard Capital. Vishal earned a bachelor of engineering from VJTI, Mumbai, India and an MBA from the Tippie School of Management at the University of Iowa. He is a member of the CFA Institute and CFA Society Boston. He is a CFA charterholder.
Jade Huang	Portfolio Manager	2015	2018
伝記	Jade Huang is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. She is responsible for managing the suite of Calvert Responsible Indices, including the index construction processes, as well as developing new investment products at Calvert. She joined Calvert Research and Management in 2016. Jade began her career in the investment management industry in 2005. Before joining Calvert Research and Management, she was a portfolio manager with Calvert Investments. Previously, she was an investment analyst at Microvest, an asset management firm specializing in impact investing, and led the certification department at Fair Trade USA. Jade earned a B.A. from the University of California, Berkeley and an M.A. in international finance and economics from Johns Hopkins University, School of Advanced International Studies (SAIS). She is a CFA charterholder.
Christopher Madden	Vice President	2015	2018
伝記	Christopher Madden is a vice president and portfolio manager for Calvert Research and Management, a wholly owned subsidiary of Eaton Vance Management specializing in responsible and sustainable investing across global capital markets. He is responsible for managing the ESG-related investment research in addition to being a portfolio manager. He joined Calvert Research and Management in 2016. Chris began his career in the investment management industry in 1999. Before joining Calvert Research and Management, he was a portfolio manager with Calvert Investments. Previously, he was an internal auditor at Vanguard Group. Chris earned a B.S. in finance and a B.A. in economics from Indiana University of Pennsylvania. He is a member of the CFA Institute and CFA Society of Washington D.C., and is a CFA charterholder.
Kurt S. Moeller	Portfolio Manager	2015	2017
伝記	November 2015 - present: Portfolio Manager, Calvert December 2014 - October 2015: Senior Equity Analyst, Calvert May 2010 - December 2014: Senior Equity Analyst, del Rey Global Investors, LLC
Joshua Linder	Portfolio Manager	2014	2017
伝記	Joshua Linder, CFA, joined Calvert in 2011 with a primary focus on quantitative research and analysis to support Calvert’s internally-managed equity strategies. He also works on fundamental security analysis and is a member of Calvert’s Asset Allocation Committee. Prior to joining Calvert he spent two years as a finance and operations associate at the D.E. Shaw Group. More recently, Mr. Linder worked at the U.S.- Korea Institute conducting statistical analysis for several economic studies and as a summer associate at Deloitte Consulting. He graduated from Cornell University with a B.S. in industrial and labor relations and received a master’s in public policy from American University with a concentration in advanced quantitative research methods. Mr. Linder is a CFA charterholder and a member of the CFA Institute and CFA Society of Washington, D.C. He is a Level II candidate in the CAIA program.
Matthew Duch	CIO (Chief Investment Officer)	2011	2016
伝記	Mr. Duch formed Channel Investment Partners in 2019 and registered it with the SEC in April 2020. From 2016 to present, Mr. Duch has managed private investments through Duch Capital Management LLC. From 2006 to 2016 Mr. Duch was a Vice President, Senior Portfolio Manager for Bethesda, MD based Calvert Investment Management. In his role as a Lead and Co-Portfolio Manager, he was responsible for portfolio construction, credit analysis and trading delivering top decile and quartile performance, winning Lipper Fund Awards in 2008 and 2013. Since joining the Calvert taxable fixed income team in 2006, he primarily focused on investment grade, high yield and distressed corporate debt, leveraged loans, taxable municipals and treasuries, both bonds and derivatives. Various investment strategies also differed along the interest rate curve from ultra short to long duration. From 2002 to 2005, Mr. Duch was a Trader/Sector Manager at Deutsche Asset Management (DeAM) in New York. From 1998 to 2002, Mr. Duch worked at Zurich Scudder Investments in Chicago in several positions including Corporate Trader and Assistant Portfolio Manager with a focus on portfolio risk analytics.
Mauricio Agudelo	Portfolio Manager	2015	2016
伝記	Mauricio co-manages RE Advisers' fixed-income strategies. He joined Homestead Advisers in 2016. Prior to this role, he co-managed taxable fixed-income mutual fund portfolios for Calvert Investment Management, Inc. and held previous positions at Calvert in trading and securities analysis. Prior to joining Calvert, Mr. Agudelo completed internships at the United States Department of Agriculture in 2002 and 2003. He received a B.S. in finance from the University of Maryland,Robert H. Smith School of Business. He Minored in business culture and language, with a concentration in Spanish. He holds the Chartered Financial Analyst designation. Mr. Agudelo is a Senior Fixed-Income Portfolio Manager for RE Advisers and has managed or co-managed the Fund since May 2016. Mr. Naranjo is a Fixed-Income Portfolio Manager for RE Advisers and has co-managed the Fund since November 2018.
Natalie A. Trunow	Senior Vice President	2008	2015
伝記	Natalie Trunow is senior vice president and chief investment officer, equities, for Calvert Investment Management, Inc. Ms. Trunow is responsible for managing, proactively evaluating, and monitoring Calvert's sub-advised equity, balanced, sector, and asset allocation Funds. She also leads the firm’s in-house equity management, ESG integration, GTAA strategies, and new product development and implementation. Ms. Trunow has worked in global financial markets since 1985. Prior to joining Calvert Investment Management, Inc. in 2008, she was a section head and a portfolio manager in the global markets group at General Motors Asset Management in New York. In this role since 1997, she developed and managed successful in-house investment strategies in global alternatives, domestic large- and small-cap as well as alpha-generating, style-balanced funds of funds of institutional money managers. Earlier in her career, Ms. Trunow consulted with Price Waterhouse and the law firm of Owen & Davis in New York. She graduated cum laude with a B.S. in economics from NYU and holds an M.B.A. in finance from the NYU Stern School of Business. Throughout her carrier, Ms. Trunow has been involved in various volunteering and community activities including New York School Volunteer Program, Junior Achievement, and Calvert Community Partners. She serves on the advisory boards of Institutional Investor Forum, Claflin University, and Health Services for Children with Special Needs Foundation Investment Committee.

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さらに分類

1日1週1ヵ月６ヵ月1年5年最大

日経平均株価	39,071.50	-101.00	-0.26%
日経225先物 (F)	39,132.5	-162.5	-0.41%
韓国総合株価指数	2,440.52	-1.49	-0.06%
NYダウ	42,906.95	+66.69	+0.16%
独DAX	19,848.77	-35.98	-0.18%
S&P/ASX 200	8,220.90	+19.30	+0.24%
米ドル指数	107.980	+0.173	+0.16%

金	2,628.64	+0.44	+0.02%
原油 WTI	69.80	+0.56	+0.81%
銀	30.122	-0.067	-0.22%
米国綿花2番	69.14	-0.28	-0.40%
排出権	68.07	-0.22	-0.32%
米国シカゴコーン	447.40	-0.60	-0.13%
米国コーヒー	324.42	-2.83	-0.86%

ドル/円	157.14	-0.02	-0.01%
ドル/ウォン	1,458.39	+5.41	+0.37%
ユーロ/ドル	1.0389	-0.0016	-0.15%
ユーロ/円	163.19	-0.33	-0.20%
トルコリラ/円	4.4575	-0.0065	-0.15%
豪ドル/円	97.81	-0.35	-0.36%
ポンド/円	197.11	+0.14	+0.07%

大塚ホールディングス	8,594.0	-6.0	-0.07%
SoftBank Group Corp.	8,809.0	-127.0	-1.42%
トヨタ自動車	2,835.0	-2.0	-0.07%
三菱UFJフィナンシャル・グループ	1,808.0	+8.0	+0.44%
ブイ・テクノロジー	2,390.0	-17.0	-0.71%
日立製作所	3,860.0	-11.0	-0.28%
みずほフィナンシャルグループ	3,833.0	+45.0	+1.19%

閲覧履歴

	銘柄	価格	前日比	変動%
	Calvert Balanced .	46.72	+0.17	+0.37%