Calvert Balanced Fund
Fund
CSGCX
Price as of:
$46.87
+ $0.02
+ 0.04%
Primary Theme
fund company
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
Vitals
YTD Return
4.1%
1 yr return
14.0%
3 Yr Avg Return
13.8%
5 Yr Avg Return
7.2%
Net Assets
$1.47 B
Holdings in Top 10
36.5%
52 WEEK LOW AND HIGH
$46.9
N/A
N/A
Expenses
OPERATING FEES
Expense Ratio 1.65%
SALES FEES
Front Load N/A
Deferred Load 1.00%
TRADING FEES
Turnover 95.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$1,000
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 06/02/2026Price
Aum/Mkt Cap
YIELD
Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.
Exp Ratio
Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.
Watchlist
CSGCX - Profile
Distributions
- YTD Total Return 4.1%
- 3 Yr Annualized Total Return 13.8%
- 5 Yr Annualized Total Return 7.2%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio -0.03%
- Dividend Yield 0.4%
- Dividend Distribution Frequency Quarterly
Fund Details
-
Legal NameCalvert Balanced Fund
-
Fund Family NameCalvert Investments
-
Inception DateJun 29, 1998
-
Shares Outstanding1673313
-
Share ClassC
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerVishal Khanduja
Fund Description
The Fund seeks to achieve its investment objective by allocating assets between common stocks and fixed-income securities. Under normal market conditions, the Fund invests between 50% and 75% of its net assets in equity securities and between 25% and 50% of its net assets in fixed-income securities. Stock investments are primarily common stock of large-cap companies. Fixed-income investments are primarily a wide variety of investment grade debt securities, such as corporate debt securities, mortgage-backed securities (“MBS”) (including commercial mortgage-backed securities and collateralized mortgage obligations (“CMOs”)), and other asset-backed securities (“ABS”). An investment grade debt security is rated BBB- or higher by S&P Global Ratings (“S&P”) or an equivalent rating by another nationally recognized statistical rating organization (“NRSRO”), including Moody’s Investors Service, Inc. (“Moody’s”) or Fitch Ratings (“Fitch”), or Kroll Bond Rating Agency, LLC (“Kroll”) for securitized debt instruments only (such as ABS and MBS), or if unrated, determined by the investment adviser to be of comparable credit quality. The Fund may invest up to 15% of its net assets in debt securities rated below investment grade (rated below BBB- by S&P or Fitch, or below Baa3 by Moody’s, or below BBB- by Kroll for securitized debt instruments) and in unrated debt securities determined by the Adviser to be of below investment grade quality (“junk bonds”). For purposes of rating restrictions, if securities are rated differently by two or more rating agencies, the highest rating is used. The Fund invests in debt and mortgage-backed securities issued by government-sponsored enterprises (“GSEs”) such as the Federal National Mortgage Association (“FNMA”) and the Federal Home Loan Mortgage Corporation (“FHLMC”). The Fund may also invest in publicly-traded real estate investment trusts (“REITs”).
The Fund invests in a combination of stocks, bonds and money market instruments in an attempt to provide a complete investment portfolio in a single product. The investment adviser monitors the Fund’s allocation and may rebalance or reallocate the Fund’s assets based on its view of economic and market factors and events. The equity portion of the Fund is primarily a large cap U.S. portfolio, although the Fund may also invest in foreign stocks (including American Depositary Receipts (“ADRs”), which are either sponsored or unsponsored, and Global Depositary Receipts (“GDRs”)) and small- and mid-cap stocks. Stocks are selected primarily on the basis of fundamental research, utilizing the information provided by, and the expertise of, the investment adviser’s research staff and consideration of the responsible investing criteria described below. The portfolio manager may sell a security when he believes it is fully valued, the fundamentals of a company deteriorate, or to pursue alternative investment options. A security will also be sold (in accordance with the investment adviser’s guidelines and at a time and in a manner that is determined to be in the best interests of shareholders) if the investment adviser determines that the issuer does not operate in a manner consistent with the Fund’s responsible investment criteria.
Investment decisions for the fixed-income portion of the Fund are made primarily on the basis of fundamental and quantitative research conducted by the investment adviser’s research staff and consideration of the responsible investing criteria described below. Management of the Fund involves consideration of numerous factors (such as quality of business franchises, financial strength, management quality and security structural and collateral considerations). The portfolio managers may sell a security when the investment adviser’s price objective is reached, the fundamentals of the investment change or to pursue more attractive investment options. A security will also be sold (in accordance with the investment adviser’s guidelines and at a time and in a manner that is determined to be in the best interests of shareholders) if the investment adviser determines that the issuer does not operate in a manner consistent with the Fund’s responsible investment criteria. The portfolio managers may also use rotation and absolute return strategies in their management of the fixed-income portion of the Fund. The investment adviser manages duration and any hedging of interest rate risk in the fixed-income portion of the Fund through the purchase and sale of U.S. Treasury securities and related futures contracts. This Fund does not have a specific target for its average fund duration and may invest in bonds and other fixed-income instruments of any maturity.
Incidental to its main investment strategy, the Fund may also use derivatives as a substitute for direct investment in a particular asset class, in order to facilitate the periodic rebalancing of the Fund’s portfolio to maintain its target asset allocation, to make tactical asset allocations, to hedge foreign currency exposure, and to assist in managing cash. The Fund may also lend its securities.
Responsible Investing. The portfolio manager(s) seek to invest in companies that manage environmental, social and governance (“ESG”) risk exposures adequately and that are not exposed to excessive ESG risk through their principal business activities. Companies are analyzed by the investment adviser’s ESG analysts utilizing The Calvert Principles for Responsible Investment (“Principles”), a framework for considering ESG factors (a copy of which is included as an appendix to the Fund’s Prospectus). Each company is evaluated relative to an appropriate peer group based on material ESG factors as determined by the investment adviser. Pursuant to the Principles, the investment adviser seeks to identify companies and other issuers that operate in a manner that is consistent with or promotes environmental sustainability and resource efficiency, equitable societies and respect for human rights, and accountable governance and transparency. The Fund generally invests in issuers that are believed by the investment adviser to operate in accordance with the Principles and may also invest in issuers that the investment adviser believes are likely to operate in accordance with the Principles pending the investment adviser’s engagement activity with such issuer.
CSGCX - Performance
Return Ranking - Trailing
| Period | CSGCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 4.1% | -4.4% | 17.8% | 85.69% |
| 1 Yr | 14.0% | -10.5% | 36.4% | 77.63% |
| 3 Yr | 13.8%* | 2.1% | 31.5% | 42.01% |
| 5 Yr | 7.2%* | 0.8% | 14.2% | 35.37% |
| 10 Yr | 8.8%* | 2.2% | 15.8% | 34.23% |
* Annualized
Return Ranking - Calendar
| Period | CSGCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 6.0% | -14.9% | 24.6% | 52.51% |
| 2024 | 12.8% | -23.4% | 70.5% | 5.02% |
| 2023 | 13.3% | -12.2% | 23.9% | 18.22% |
| 2022 | -17.3% | -34.7% | 0.0% | 37.38% |
| 2021 | 5.8% | -11.9% | 18.1% | 47.44% |
Total Return Ranking - Trailing
| Period | CSGCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 4.1% | -4.4% | 17.8% | 85.69% |
| 1 Yr | 14.0% | -10.5% | 36.4% | 77.63% |
| 3 Yr | 13.8%* | 2.1% | 31.5% | 42.01% |
| 5 Yr | 7.2%* | 0.8% | 14.2% | 35.37% |
| 10 Yr | 8.8%* | 2.2% | 15.8% | 34.23% |
* Annualized
Total Return Ranking - Calendar
| Period | CSGCX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2025 | 10.5% | -2.6% | 28.8% | 86.61% |
| 2024 | 18.1% | -0.3% | 72.2% | 4.72% |
| 2023 | 15.5% | -5.2% | 26.8% | 28.48% |
| 2022 | -15.9% | -29.0% | 10.9% | 68.07% |
| 2021 | 13.4% | -3.0% | 27.3% | 49.36% |
NAV & Total Return History
CSGCX - Holdings
Concentration Analysis
| CSGCX | Category Low | Category High | CSGCX % Rank | |
|---|---|---|---|---|
| Net Assets | 1.47 B | 945 K | 279 B | 46.05% |
| Number of Holdings | 620 | 2 | 16027 | 20.03% |
| Net Assets in Top 10 | 502 M | 921 K | 72.8 B | 55.20% |
| Weighting of Top 10 | 36.55% | 10.3% | 117.9% | 61.62% |
Top 10 Holdings
- Morgan Stanley Institutional Liquidity Funds - Government Portfolio 6.68%
- NVIDIA Corp 5.43%
- Alphabet Inc 4.66%
- Apple Inc 3.98%
- Microsoft Corp 3.55%
- Uniform Mortgage-Backed Security, TBA 3.09%
- Amazon.com Inc 2.91%
- Broadcom Inc 2.44%
- JPMorgan Chase Co 1.93%
- Baker Hughes Co 1.88%
Asset Allocation
| Weighting | Return Low | Return High | CSGCX % Rank | |
|---|---|---|---|---|
| Stocks | 60.79% | 0.00% | 100.04% | 69.72% |
| Bonds | 30.62% | 0.00% | 77.59% | 28.29% |
| Cash | 7.15% | -7.92% | 100.00% | 12.23% |
| Other | 4.25% | -40.95% | 100.30% | 8.87% |
| Convertible Bonds | 1.01% | 0.00% | 23.84% | 25.27% |
| Preferred Stocks | 0.10% | 0.00% | 24.85% | 20.64% |
Stock Sector Breakdown
| Weighting | Return Low | Return High | CSGCX % Rank | |
|---|---|---|---|---|
| Technology | 23.35% | 0.00% | 44.21% | 18.86% |
| Healthcare | 15.55% | 0.00% | 29.35% | 18.39% |
| Financial Services | 12.25% | 0.00% | 38.77% | 81.14% |
| Industrials | 10.23% | 0.00% | 24.37% | 47.30% |
| Consumer Cyclical | 9.79% | 0.00% | 19.36% | 49.00% |
| Communication Services | 8.50% | 0.00% | 38.10% | 19.78% |
| Consumer Defense | 8.13% | 0.00% | 15.14% | 19.32% |
| Utilities | 3.62% | 0.00% | 99.55% | 29.21% |
| Real Estate | 3.44% | 0.00% | 65.01% | 45.13% |
| Energy | 2.81% | 0.00% | 85.65% | 87.94% |
| Basic Materials | 2.32% | 0.00% | 25.57% | 81.45% |
Stock Geographic Breakdown
| Weighting | Return Low | Return High | CSGCX % Rank | |
|---|---|---|---|---|
| US | 59.82% | 0.00% | 100.04% | 66.06% |
| Non US | 0.97% | 0.00% | 31.55% | 23.70% |
Bond Sector Breakdown
| Weighting | Return Low | Return High | CSGCX % Rank | |
|---|---|---|---|---|
| Corporate | 35.10% | 0.00% | 98.21% | 41.29% |
| Securitized | 33.72% | 0.00% | 92.13% | 10.02% |
| Government | 24.63% | 0.00% | 97.26% | 61.17% |
| Cash & Equivalents | 7.15% | 0.00% | 99.92% | 12.08% |
| Municipal | 2.70% | 0.00% | 24.80% | 7.24% |
| Derivative | -0.36% | -7.86% | 18.27% | 98.93% |
Bond Geographic Breakdown
| Weighting | Return Low | Return High | CSGCX % Rank | |
|---|---|---|---|---|
| US | 30.23% | 0.00% | 77.59% | 26.91% |
| Non US | 0.39% | 0.00% | 19.00% | 8.72% |
CSGCX - Expenses
Operational Fees
| CSGCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.65% | 0.04% | 20.46% | 17.20% |
| Management Fee | 0.50% | 0.00% | 1.83% | 58.36% |
| 12b-1 Fee | 1.00% | 0.00% | 1.00% | 92.65% |
| Administrative Fee | 0.12% | 0.01% | 0.83% | 63.53% |
Sales Fees
| CSGCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 2.25% | 5.75% | N/A |
| Deferred Load | 1.00% | 1.00% | 4.00% | 68.24% |
Trading Fees
| CSGCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.00% | 2.00% | 48.05% |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| CSGCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 95.00% | 0.83% | 273.00% | 84.73% |
CSGCX - Distributions
Dividend Yield Analysis
| CSGCX | Category Low | Category High | CSGCX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.43% | 0.00% | 17.90% | 69.76% |
Dividend Distribution Analysis
| CSGCX | Category Low | Category High | Category Mod | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Quarterly | Annual | Monthly | Monthly |
Net Income Ratio Analysis
| CSGCX | Category Low | Category High | CSGCX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | -0.03% | -2.34% | 13.92% | 93.45% |
Capital Gain Distribution Analysis
| CSGCX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
| Date | Amount | Type |
|---|---|---|
| Mar 27, 2026 | $0.051 | OrdinaryDividend |
| Dec 29, 2025 | $0.096 | OrdinaryDividend |
| Dec 29, 2025 | $1.595 | CapitalGainLongTerm |
| Sep 26, 2025 | $0.078 | OrdinaryDividend |
| Jun 26, 2025 | $0.082 | OrdinaryDividend |
| Mar 27, 2025 | $0.056 | OrdinaryDividend |
| Dec 27, 2024 | $1.772 | OrdinaryDividend |
| Dec 27, 2024 | $0.080 | OrdinaryDividend |
| Dec 27, 2024 | $0.124 | CapitalGainShortTerm |
| Dec 27, 2024 | $1.569 | CapitalGainLongTerm |
| Sep 26, 2024 | $0.083 | OrdinaryDividend |
| Mar 26, 2024 | $0.072 | OrdinaryDividend |
| Dec 28, 2023 | $0.091 | OrdinaryDividend |
| Sep 27, 2023 | $0.424 | OrdinaryDividend |
| Jun 28, 2023 | $0.075 | OrdinaryDividend |
| Mar 29, 2023 | $0.075 | OrdinaryDividend |
| Dec 28, 2022 | $0.415 | OrdinaryDividend |
| Sep 28, 2022 | $0.064 | OrdinaryDividend |
| Jun 28, 2022 | $0.041 | OrdinaryDividend |
| Mar 29, 2022 | $0.011 | OrdinaryDividend |
| Dec 30, 2021 | $2.884 | OrdinaryDividend |
| Jun 28, 2021 | $0.004 | OrdinaryDividend |
| Mar 29, 2021 | $0.005 | OrdinaryDividend |
| Dec 29, 2020 | $0.590 | OrdinaryDividend |
| Sep 28, 2020 | $0.022 | OrdinaryDividend |
| Jun 26, 2020 | $0.044 | OrdinaryDividend |
| Mar 27, 2020 | $0.037 | OrdinaryDividend |
| Dec 27, 2019 | $0.067 | OrdinaryDividend |
| Dec 02, 2019 | $0.099 | CapitalGainShortTerm |
| Dec 02, 2019 | $0.661 | CapitalGainLongTerm |
| Sep 26, 2019 | $0.043 | OrdinaryDividend |
| Jun 26, 2019 | $0.056 | OrdinaryDividend |
| Mar 27, 2019 | $0.044 | OrdinaryDividend |
| Dec 28, 2018 | $0.061 | OrdinaryDividend |
| Nov 29, 2018 | $0.266 | CapitalGainShortTerm |
| Nov 29, 2018 | $0.830 | CapitalGainLongTerm |
| Sep 26, 2018 | $0.055 | OrdinaryDividend |
| Jun 27, 2018 | $0.057 | OrdinaryDividend |
| Mar 27, 2018 | $0.034 | OrdinaryDividend |
| Dec 27, 2017 | $0.061 | OrdinaryDividend |
| Dec 27, 2017 | $0.715 | CapitalGainShortTerm |
| Dec 27, 2017 | $1.405 | CapitalGainLongTerm |
| Sep 27, 2017 | $0.044 | OrdinaryDividend |
| Jun 28, 2017 | $0.054 | OrdinaryDividend |
| Mar 29, 2017 | $0.062 | OrdinaryDividend |
| Dec 27, 2016 | $0.065 | OrdinaryDividend |
| Dec 07, 2016 | $0.347 | CapitalGainLongTerm |
| Sep 28, 2016 | $0.054 | OrdinaryDividend |
| Jun 28, 2016 | $0.069 | OrdinaryDividend |
| Mar 29, 2016 | $0.053 | OrdinaryDividend |
| Dec 29, 2015 | $0.087 | OrdinaryDividend |
| Dec 10, 2015 | $0.097 | CapitalGainShortTerm |
| Dec 10, 2015 | $3.133 | CapitalGainLongTerm |
| Sep 24, 2015 | $0.087 | OrdinaryDividend |
| Jun 25, 2015 | $0.021 | OrdinaryDividend |
| Mar 26, 2015 | $0.041 | OrdinaryDividend |
| Dec 29, 2014 | $0.038 | OrdinaryDividend |
| Dec 11, 2014 | $0.231 | CapitalGainShortTerm |
| Dec 11, 2014 | $0.136 | CapitalGainLongTerm |
| Sep 25, 2014 | $0.020 | OrdinaryDividend |
| Jun 26, 2014 | $0.026 | OrdinaryDividend |
| Mar 27, 2014 | $0.021 | OrdinaryDividend |
| Dec 26, 2013 | $0.001 | OrdinaryDividend |
| Dec 05, 2013 | $1.096 | CapitalGainShortTerm |
| Dec 05, 2013 | $3.004 | CapitalGainLongTerm |
| Dec 27, 2012 | $0.015 | OrdinaryDividend |
| Dec 22, 2011 | $0.015 | OrdinaryDividend |
| Sep 29, 2011 | $0.017 | OrdinaryDividend |
| Jun 29, 2011 | $0.007 | OrdinaryDividend |
| Mar 30, 2011 | $0.002 | OrdinaryDividend |
| Sep 29, 2010 | $0.009 | OrdinaryDividend |
| Jun 24, 2010 | $0.001 | OrdinaryDividend |
| Mar 25, 2010 | $0.013 | OrdinaryDividend |
| Dec 23, 2009 | $0.013 | OrdinaryDividend |
| Sep 24, 2009 | $0.026 | OrdinaryDividend |
| Jun 25, 2009 | $0.026 | OrdinaryDividend |
| Mar 26, 2009 | $0.055 | OrdinaryDividend |
| Dec 23, 2008 | $0.071 | OrdinaryDividend |
| Dec 03, 2008 | $0.000 | CapitalGainLongTerm |
| Sep 25, 2008 | $0.049 | OrdinaryDividend |
| Jun 26, 2008 | $0.084 | OrdinaryDividend |
| Mar 27, 2008 | $0.065 | OrdinaryDividend |
| Dec 27, 2007 | $0.104 | OrdinaryDividend |
| Dec 06, 2007 | $1.631 | CapitalGainLongTerm |
| Sep 27, 2007 | $0.084 | OrdinaryDividend |
| Jun 28, 2007 | $0.055 | OrdinaryDividend |
| Mar 29, 2007 | $0.079 | OrdinaryDividend |
| Dec 27, 2006 | $0.076 | OrdinaryDividend |
| Sep 27, 2006 | $0.061 | OrdinaryDividend |
| Jun 28, 2006 | $0.039 | OrdinaryDividend |
| Mar 29, 2006 | $0.052 | OrdinaryDividend |
| Dec 28, 2005 | $0.037 | OrdinaryDividend |
| Sep 28, 2005 | $0.010 | OrdinaryDividend |
| Jun 23, 2005 | $0.021 | OrdinaryDividend |
| Mar 23, 2005 | $0.023 | OrdinaryDividend |
| Dec 28, 2004 | $0.080 | OrdinaryDividend |
| Sep 23, 2004 | $0.020 | OrdinaryDividend |
| Jun 24, 2004 | $0.013 | OrdinaryDividend |
| Mar 25, 2004 | $0.017 | OrdinaryDividend |
| Dec 29, 2003 | $0.047 | OrdinaryDividend |
| Sep 25, 2003 | $0.030 | OrdinaryDividend |
| Mar 27, 2003 | $0.033 | OrdinaryDividend |
| Dec 27, 2002 | $0.059 | OrdinaryDividend |
| Sep 26, 2002 | $0.075 | OrdinaryDividend |
| Jun 26, 2002 | $0.037 | OrdinaryDividend |
| Mar 26, 2002 | $0.098 | OrdinaryDividend |
| Dec 27, 2001 | $0.096 | OrdinaryDividend |
| Sep 26, 2001 | $0.082 | OrdinaryDividend |
| Jun 27, 2001 | $0.135 | OrdinaryDividend |
| Mar 28, 2001 | $0.098 | OrdinaryDividend |
| Dec 21, 2000 | $0.162 | OrdinaryDividend |
| Dec 07, 2000 | $0.037 | CapitalGainShortTerm |
| Dec 07, 2000 | $2.401 | CapitalGainLongTerm |
| Sep 27, 2000 | $0.117 | OrdinaryDividend |
| Jun 28, 2000 | $0.134 | OrdinaryDividend |
| Mar 29, 2000 | $0.122 | OrdinaryDividend |
| Dec 22, 1999 | $0.102 | OrdinaryDividend |
| Dec 22, 1999 | $2.046 | CapitalGainLongTerm |
| Sep 23, 1999 | $0.068 | OrdinaryDividend |
| Jun 24, 1999 | $0.070 | OrdinaryDividend |
| Mar 25, 1999 | $0.072 | OrdinaryDividend |
| Dec 22, 1998 | $0.106 | OrdinaryDividend |
| Dec 22, 1998 | $3.354 | CapitalGainLongTerm |
| Sep 24, 1998 | $0.101 | OrdinaryDividend |
| Jun 25, 1998 | $0.109 | OrdinaryDividend |
| Mar 26, 1998 | $0.085 | OrdinaryDividend |
| Dec 23, 1997 | $0.113 | OrdinaryDividend |
| Dec 23, 1997 | $0.907 | CapitalGainShortTerm |
| Dec 23, 1997 | $2.455 | CapitalGainLongTerm |
| Sep 25, 1997 | $0.114 | OrdinaryDividend |
| Jun 26, 1997 | $0.114 | OrdinaryDividend |
CSGCX - Fund Manager Analysis
Managers
Vishal Khanduja
Start Date
Tenure
Tenure Rank
Jan 31, 2013
9.33
9.3%
Vishal Khanduja 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 joined Calvert Research and Management in 2016. Vishal began his career in the investment management industry in 2005. He has been affiliated with the Eaton Vance organization since 2016. Before joining the Eaton Vance organization, 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 the CFA Society of Boston. He is a CFA charterholder.
Brian Ellis
Start Date
Tenure
Tenure Rank
Nov 16, 2015
6.54
6.5%
Brian Ellis 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 joined Calvert Research and Management in 2016. Brian began his career in the investment management industry in 2006. He has been affiliated with the Eaton Vance organization since 2016. Before joining the Eaton Vance organization, he was a portfolio manager of fixed-income strategies for Calvert Investments. Previously, he was a software engineer and analyst at 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 the CFA Society of Boston.
Charles Gaffney
Start Date
Tenure
Tenure Rank
Dec 31, 2016
5.42
5.4%
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.
Tenure Analysis
| Category Low | Category High | Category Average | Category Mode |
|---|---|---|---|
| 0.08 | 34.51 | 6.53 | 2.41 |