Calvert Balanced Fund (CSGCX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Calvert Balanced Fund (CSGCX) trades at $46.72 with AI Score 50/100 (Grade B). Calvert Balanced Fund (CSGCX) is a mutual fund that invests in a mix of equity and fixed-income securities. Market cap: $1.45B, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for CSGCX: CSGCX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CSGCX against Financial Services peers across nine fundamental dimensions and assigns a mixed fundamental profile based on the underlying data.
CSGCX: this read rests on a single discipline (MoonshotScore) — the other council disciplines have no scored data yet.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Calvert Balanced Fund (CSGCX) Financial Services Profile
Calvert Balanced Fund (CSGCX) manages a diversified portfolio of equity and fixed-income assets, primarily focusing on large-cap stocks and investment-grade debt. With $1.46 billion in assets, the fund aims to provide a balanced return, appealing to investors seeking moderate risk and long-term capital appreciation within the financial services sector.
What Is the Investment Thesis for CSGCX?
Calvert Balanced Fund (CSGCX) presents a balanced investment approach, allocating between 50% and 75% to equities and 25% to 50% to fixed income. With a beta of 0.86, the fund demonstrates lower volatility compared to the broader market, appealing to risk-averse investors. The fund's focus on large-cap stocks and investment-grade debt provides stability and potential for long-term growth. A key value driver is the fund's commitment to socially responsible investing, which attracts investors seeking ESG-aligned investments. Ongoing catalysts include increasing investor interest in ESG funds and the potential for outperformance through responsible investing. However, the absence of dividend payouts may deter income-seeking investors. The fund's performance is also subject to market fluctuations and interest rate risks, which could impact returns.
Based on FMP financials and quantitative analysis
CSGCX Key Highlights
Market Cap of $1.45B indicates a substantial asset base, providing stability and diversification.
- Beta of 0.86 suggests lower volatility compared to the overall market, appealing to risk-averse investors.
- Investment strategy focuses on a mix of 50-75% equity and 25-50% fixed income, balancing growth and income.
- Emphasis on large-cap companies and investment-grade debt provides a foundation of stability and reduces credit risk.
- Commitment to socially responsible investing (ESG) aligns with growing investor demand for ethical and sustainable investments.
Who Are CSGCX's Competitors?
CSGCX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| FSEAX Fidelity Emerging Asia Fund | $86.08 | -0.66% | $2.36B | 47 |
| FSLSX Fidelity Value Strategies Fund | $71.29 | -0.82% | $2.35B | 47 |
| FSLVX Fidelity Stock Selector Large Cap Value Fund | $32.88 | -0.96% | $1.66B | 46 |
| GTMUX Goldman Sachs Small/Mid Cap Growth Fund | $25.98 | -1.93% | $1.39B | 44 |
| IBALX Transamerica Multi-Managed Balanced Fund | $37.80 | -0.60% | $1.53B | 44 |
| HQH Abrdn Healthcare Investors | $23.84 | -3.33% | $1.36B | 71 |
| CET Central Securities Corp. | $54.21 | -0.90% | $1.60B | 70 |
| TSLX Sixth Street Specialty Lending, Inc. | $18.77 | +0.37% | $1.78B | 68 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CSGCX's Key Strengths?
Strong focus on socially responsible investing (ESG).
- Diversified portfolio of equity and fixed-income securities.
- Experienced portfolio management team.
- Established brand reputation.
What Are CSGCX's Weaknesses?
Absence of dividend payouts may deter income-seeking investors.
- Performance is subject to market fluctuations and interest rate risks.
- Relatively high expense ratio compared to some competitors.
- Limited exposure to small-cap stocks and emerging markets.
What Could Drive CSGCX Stock Higher?
Increasing investor interest in ESG-focused funds.
- Potential for outperformance through responsible investing.
- Launch of new ESG-aligned investment products.
- Expansion of digital investment platforms to attract younger investors.
What Are the Key Risks for CSGCX?
Market fluctuations that could negatively impact investment returns.
- Rising interest rates that could reduce the value of fixed-income securities.
- Changes in regulations related to ESG investing.
- Increased competition from other asset management firms.
What Are the Growth Opportunities for CSGCX?
- Expansion of ESG-focused investment products: The increasing demand for socially responsible investments presents a significant growth opportunity for Calvert Balanced Fund. By expanding its range of ESG-focused products and services, CSGCX can attract a larger pool of investors seeking to align their investments with their values. Timeline: Ongoing.
- Enhancement of digital investment platforms: Investing in digital platforms and technologies can enhance the accessibility and convenience of Calvert Balanced Fund's offerings. By providing investors with user-friendly online tools and resources, CSGCX can attract a younger, tech-savvy demographic and improve customer engagement. The digital wealth management market is experiencing rapid growth, driven by the increasing adoption of online investment platforms. Timeline: Ongoing.
- Strategic partnerships with financial advisors: Collaborating with financial advisors can expand Calvert Balanced Fund's distribution network and reach a wider audience of potential investors. By partnering with advisors who specialize in ESG investing, CSGCX can tap into their expertise and client base. The financial advisor channel remains a crucial distribution channel for asset managers, providing access to a diverse range of investors. Timeline: Ongoing.
- Increased focus on impact investing: Impact investing, which aims to generate both financial returns and positive social or environmental impact, is gaining traction among investors. By incorporating impact investing strategies into its portfolio, Calvert Balanced Fund can attract investors who are seeking to make a difference with their investments. The impact investing market is growing rapidly, driven by increasing awareness of social and environmental issues. Timeline: Ongoing.
- Geographic expansion into new markets: Expanding into new geographic markets can diversify Calvert Balanced Fund's investor base and reduce its reliance on domestic investors. By targeting regions with a growing interest in ESG investing, CSGCX can tap into new sources of capital and expand its global footprint. The global asset management industry is experiencing growth in emerging markets, driven by increasing wealth and investment opportunities. Timeline: 3-5 years.
What Are CSGCX's Competitive Advantages?
- Established brand reputation and track record in socially responsible investing.
- Experienced portfolio management team with expertise in ESG analysis.
- Diversified investment approach that balances risk and return.
- Strong distribution network through financial advisors and online platforms.
What Does CSGCX Do?
Calvert Balanced Fund (CSGCX) operates within the asset management industry, providing investors with a diversified portfolio that balances equity and fixed-income securities. Under normal market conditions, the fund strategically allocates between 50% and 75% of its net assets to equity securities, primarily focusing on the common stock of large-cap companies. The remaining 25% to 50% is invested in fixed-income securities, emphasizing a wide variety of investment-grade debt. This approach seeks to provide a blend of growth potential from equities and stability from fixed-income assets. The fund's investment strategy is designed to cater to investors seeking a moderate risk profile and long-term capital appreciation. By focusing on established large-cap companies and high-quality debt instruments, CSGCX aims to deliver consistent returns while mitigating downside risk. The fund's emphasis on socially responsible investing further differentiates it, appealing to investors who prioritize environmental, social, and governance (ESG) factors. CSGCX's commitment to ESG principles is integrated into its investment process, ensuring that portfolio companies meet certain ethical and sustainability standards. This approach not only aligns with the values of socially conscious investors but also potentially enhances long-term performance by identifying companies with strong ESG practices. The fund's investment decisions are guided by a team of experienced portfolio managers who conduct thorough research and analysis to identify attractive investment opportunities. Their expertise and disciplined approach contribute to the fund's ability to navigate various market conditions and deliver consistent results for its investors.
What Products and Services Does CSGCX Offer?
- Invests in a mix of equity and fixed-income securities.
- Focuses primarily on large-cap stocks.
- Invests in a wide variety of investment-grade debt securities.
- Aims to provide a balance between growth and income.
- Targets investors seeking moderate risk and long-term capital appreciation.
- Integrates ESG (Environmental, Social, and Governance) factors into its investment process.
- Manages a diversified portfolio to mitigate risk.
How Does CSGCX Make Money?
- Generates revenue through management fees based on assets under management (AUM).
- Invests in a diversified portfolio of equity and fixed-income securities.
- Utilizes a team of experienced portfolio managers to make investment decisions.
- Distributes its funds through various channels, including financial advisors and online platforms.
What Industry Does CSGCX Operate In?
Calvert Balanced Fund operates within the asset management industry, which is characterized by increasing competition and evolving investor preferences. The industry is experiencing growth in ESG investing, with more investors seeking socially responsible options. CSGCX's focus on ESG aligns with this trend, positioning it favorably. Competitors like FSEAX, FSLSX, FSLVX, GTMUX, and IBALX also offer balanced investment strategies, but CSGCX's specific ESG focus differentiates it. The overall market for balanced funds is influenced by economic conditions, interest rates, and investor sentiment.
Who Are CSGCX's Key Customers?
- Individual investors seeking a balanced investment approach.
- Retirement savers looking for long-term capital appreciation.
- Institutions and organizations interested in ESG-aligned investments.
- Financial advisors seeking diversified investment options for their clients.
Calvert Balanced Fund (CSGCX) Valuation Context
Relative to its peer group, CSGCX's quantitative score of 50/100 is roughly in line with the peer average of 46/100.
CSGCX Financials
Bull Case vs Bear Case
Bull Case
- Strong focus on socially responsible investing (ESG).
- Diversified portfolio of equity and fixed-income securities.
- Experienced portfolio management team.
- Established brand reputation.
Bear Case
- Absence of dividend payouts may deter income-seeking investors.
- Performance is subject to market fluctuations and interest rate risks.
- Relatively high expense ratio compared to some competitors.
- Limited exposure to small-cap stocks and emerging markets.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
CSGCX Latest News
No recent news available for CSGCX.
CSGCX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CSGCX.
Price Targets
Wall Street price target analysis for CSGCX.
CSGCX MoonshotScore
What does this score mean?
The MoonshotScore rates CSGCX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About CSGCX (Financial Services)
What does the AI Score mean for CSGCX?
CSGCX holds an AI Score of 50/100 (Grade: B). This is an educational research signal, not a buy or sell recommendation. Calvert Balanced Fund (CSGCX) is a mutual fund that invests in a mix of equity and fixed-income securities. The fund primarily targets large-cap stocks and investment-grade debt, aiming for a …
What does Calvert Balanced Fund do?
Calvert Balanced Fund (CSGCX) is a mutual fund that invests in a diversified portfolio of equity and fixed-income securities. The fund aims to provide a balance between growth and income by allocating between 50% and 75% of its net assets to equity securities, primarily focusing on large-cap stocks, and the remaining 25% to 50% to fixed-income securities, emphasizing investment-grade debt.
What are the main risks for CSGCX?
Calvert Balanced Fund (CSGCX) faces several risks inherent to its investment strategy and the broader market. Market risk is a primary concern, as fluctuations in equity and fixed-income markets can negatively impact the fund's returns. Interest rate risk can affect the value of its fixed-income holdings, particularly in a rising rate environment.
What are the key factors to evaluate for CSGCX?
Calvert Balanced Fund (CSGCX) holds an AI score of 50/100 (moderate). Calvert Balanced Fund (CSGCX) presents a balanced investment approach, allocating between 50% and 75% to equities and 25% to 50% to fixed income. Not financial advice.
How frequently does CSGCX data refresh on this page?
CSGCX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven CSGCX's recent stock price performance?
Calvert Balanced Fund (CSGCX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong focus on socially responsible investing (ESG). See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CSGCX overvalued or undervalued right now?
Calvert Balanced Fund (CSGCX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research CSGCX before investing?
Before investing in Calvert Balanced Fund (CSGCX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding CSGCX to a portfolio?
Key strength of Calvert Balanced Fund (CSGCX): Strong focus on socially responsible investing (ESG). Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for CSGCX, limiting comprehensive insights.
- Financial data based on available information as of 2026-03-17.