Últimas Notícias

Fecha

Calvert Balanced Fund Class Y (CBAYX)

Fundos dos EUA

Adicionar/Remover de uma Carteira Adicionar à carteira

Dados históricos de Calvert Balanced Portfolio Class Y, para cotação em tempo real realize outra pesquisa, por favor

29/11 - Dados em Atraso. Moeda em USD

Classificação da Morningstar:
Total de ativos: 32,01M

Tipo: Fundo

Mercado: EUA

Classe de Ativo: Ações

CBAYX - Visão Geral

Nesta página, você encontrará um perfil aprofundado de Calvert Balanced Fund Class Y. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de CBAYX, entre outras informações.

Categoria

Allocation--50% to 70% Equity

Total de ativos

32,01M

Despesas

0,73%

Data de início

30.04.2013

Informações de Contato

Endereço 4550 Montgomery Ave. Suite 1000N.
Bethesda,MD 20814
United States

Telefone +1 8003682745

Site www.calvert.com

Principais Executivos

Nome	Título	Desde	Até
Charles B. Gaffney	Vice President	2016	Agora
Biografia	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	Vice President	2015	Agora
Biografia	Brian Ellis, CFA, manages Calvert funds and is a Vice President of Calvert Research and Management. Prior to joining CRM, he was a fixed income portfolio manager for Calvert Investment Management, Inc. His responsibilities include portfolio construction and management, credit analysis, and trading for the firm’s fixed income strategies. In addition, he focuses on structured credit investment opportunities and is a member of the firm’s Asset Allocation Committee. Mr. Ellis has been a member of the fixed income investment team since 2012, when he joined as a Senior Fixed Income Risk Analyst and was responsible for building and overseeing the firm's proprietary fixed income risk management platform. Prior to joining Calvert in 2009, Mr. Ellis was a software engineer and analyst at Legg Mason Capital Management (now ClearBridge Investments) in Baltimore, MD. He is a CFA charterholder, and a member of the CFA Institute and CFA Society of Washington, D.C.
Vishal Khanduja	Co-Portfolio Manager	2013	Agora
Biografia	ISHAL KHANDUJA, CFA, Portfolio Manager. Veermata Jijabai Technology Institute, Mumbai, India, Bachelor of Engineering; Henry B. Tippie School of Management, University of Iowa, M.B.A. Mr. Khanduja joined Calvert in July, 2012 and brings strong portfolio management experience in quantitative modeling, risk management, portfolio risk and performance attribution. Prior to joining Calvert, he served as portfolio manager with Columbia Management on the Global Rates and Currency team. Prior to Columbia Management Mr. Vishal was an Associate Director with Galliard Capital Management.
Jade Huang	Portfolio Manager	2015	2018
Biografia	November 2015 - present: Portfolio Manager, Calvert 2010 - October 2015: Senior Equity Analyst, Calvert 2006 - 2010: Equity Analyst, Calvert
Christopher Madden	Portfolio Manager	2015	2018
Biografia	November 2015 - present: Portfolio Manager, Calvert October 2010 - October 2015: Senior Equity Analyst, Calvert
Kurt S. Moeller	Portfolio Manager	2015	2017
Biografia	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
Biografia	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	Co-Portfolio Manager	2011	2016
Biografia	Mr. Duch joined Calvert as a Portfolio Manager after working as a Trader/Sector Manager for four years at Deutsche Asset Management (DeAM) in New York City. While at DeAM, Mr. Duch was responsible for trading over $27 billion in investment grade and high yield credit for insurance and mutual fund clients. As a Sector Manager, Mr. Duch helped manage an $822 million long only credit total return portfolio that routinely outperformed the Lehman Credit Index benchmark. Prior to DeAM, Mr. Duch worked for 3.5 years at Scudder Kemper Investments in Chicago in several positions including Corporate Trader, Assistant Portfolio Manager and Inside Sales Representative.
Mauricio Agudelo	Co-Manager	2015	2016
Biografia	Mauricio co-manages RE Advisers' fixed-income strategies. He joined RE 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.
Natalie A. Trunow	Senior Vice President	2008	2015
Biografia	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.

Nós o incentivamos a usar os comentários para se engajar com os usuários, compartilhar a sua perspectiva e fazer perguntas a autores e entre si. No entanto, a fim de manter o alto nível do discurso que todos nós valorizamos e esperamos, por favor, mantenha os seguintes critérios em mente:

Enriqueça a conversa
Mantenha-se focado e na linha. Só poste material relevante ao tema a ser discutido.
Seja respeitoso. Mesmo opiniões negativas podem ser enquadradas de forma positiva e diplomática.
Use estilo de escrita padrão. Incluir pontuação e letras maiúsculas e minúsculas.
NOTA: Spam e/ou mensagens promocionais ou links dentro de um comentário serão removidos.
Evite palavrões, calúnias, ataques pessoais ou discriminatórios dirigidos a um autor ou outro usuário.
Somente serão permitidos comentários em Português.

Os autores de spam ou abuso serão excluídos do site e proibidos de comentar no futuro, a critério do Investing.com

Eu li as instruções para comentários e concordo com os termos descritos.

Eu aceito

CBAYX - Comentários

Escreva o que você pensa sobre Calvert Balanced Fund Class Y

Tem certeza que deseja excluir esse gráfico?

Apagar Cancelar

Postar

Postar também no :

Substituir o gráfico anexado por um novo gráfico?

Substituir Cancelar

1000

Diretrizes para Comentários

A sua permissão para inserir comentários está atualmente suspensa devido a denúncias feitas por usuários. O seu status será analisado por nossos moderadores.

Aguarde um minuto antes de tentar comentar novamente.

Obrigado pelo seu comentário. Por favor, note que todos os comentários estão automaticamente pendentes, em nosso sistema, até que aprovados por nossos moderadores. Por esse motivo, pode demorar algum tempo antes que o mesmo apareça em nosso site.

<div id="comment">
				<div class="comment js-comment" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
    <div class="mainComment js-content">
       <div class="commentInnerWrapper">
        <a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody">
                					<span class="commentUsername">
                    	<a href="{userLink}" class="js-user-link js-user-name">{username}</a>
					</span>
                                <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Agora</span>
                <div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Compartilhar</a>
		</div>

<div class="js-option addRow follow">
            <div class="js-follow-post-button" data-reg_ep="follow comment">
                <span class="alertfollowIcon middle"></span>Seguir esse post            </div>
            <div class="js-unfollow-post-button displayNoneImp">
                <span class="alertUnfollowIcon middle"></span>Parar de seguir esse post            </div>
        </div>

<div class="addRow js-option save"  data-reg_ep="save comment">
		<a href="javascript:void(0);" class="js-save-item-btn" data-item-type="comments" data-item-id="{commentID}">
			<i class="saveItemBigIcon middle"></i>
			Salvar		</a>
	</div>
	<div class="addRow saveItemsConfirmation noHover displayNone js-saveItemResult">
		
<div class="content js-saveItemSuccess displayNone">
	<span class="mediumGreenSuccessIcon"></span><span>Salvo. Ver <a href="/members-admin/saved-items" target="_blank">Itens salvos</a>.</span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
<div class="content js-saveItemAlreadySaved saveItemAlreadySaved displayNoneImp">
	<span>Esse comentário já foi salvo nos seus <a href="/members-admin/saved-items" target="_blank">Itens salvos</a></span>
	<a href="javascript:void(0);" class="bugCloseIcon js-close"></a>
</div>
	</div>

<div class="addRow shareButtons js-sharePopup displayNone">
			<div class="js-shareComment"><span class="js-shareCommentSpan"></span></div>
		</div>
	</div>
</div>
                 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Resposta do Autor</div>             </div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="commentBigChart js-comment-chart" onclick="openViewChartPopup('{commentID}')">
					<img src="https://d30-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Responder</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="Concordo"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="Discordo"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

<div class="reportComment js-flag float_lang_base_2">
                            <a href="javascript:void(0);" id="commentFlag_{commentID}">
                                <span class="reportCommentIcon middle"></span><span class="inlineblock middle">Denunciar</span>
                            </a>
                        </div>
                    				</div>
					</div>
	   </div>
	</div>
	</div>			</div>
			<div id="reply">
				
    <div class="commentReply js-comment js-comment-reply" data-comment-id="{commentID}" id="comment-{commentID}" data-user-id="">
		<div class="commentInnerWrapper"><a href="{userLink}" class="js-user-link"><img src="{userImage}" width="33" height="33" alt="{usernameAlt}" class="img" onerror="this.src='https://i-invdn-com.investing.com/defaultUserMaleTmp.png';"></a><div class="commentBody js-content">
            				<span class="commentUsername">
					<a href="{userLink}" class="commentUsername js-user-link js-user-name" onMouseOver="">{username}</a>
				</span>
                        <span class="js-date" comment-date="{dateFormat}" comment-date-formatted="{dateFormatted}" title="{dateTitle}">Agora</span>
			 <div class="commentAuthor js-comment-by-author"><span class="commentAuthorIcon"></span>Resposta do Autor</div> 			<div class="commentDropDown js-commentDropDownWrapper " data-user-id="" data-cid="{commentID}">
	<a href="javascript:void(0);" class="threeDotsIconSmall js-thinDropdownArrow"></a>
	<div class="tooltipPopup commentActionsPop noHeader js-commentDropDownOptions displayNone">
		<div class="addRow js-option share">
			<a href="javascript:void(0);" class="js-commentSharePopup" data-cid="{commentID}" data-curl="{commentLink}"><span class="smallShareIcon middle"></span>Compartilhar</a>
		</div>

</div>
		<div id="commentText-{commentID}" class="js-text-wrapper commentText withImage">
							<div id="commentBigChart{commentID}" class="replyBigChart displayNone js-comment-chart">
					<img src="https://d30-invdn-com.investing.com/comments_images/{commentImage}" alt="{commentAlt}">
					<i class="newMagnifyChartIcon"></i>
				</div>
				<span id="commentSmallChart{commentID}" class="commentSmallChart pointer js-comment-chart" onclick="openViewChartPopup('{commentID}')">
                    <img src="https://d30-invdn-com.investing.com/comments_images/{commentImageSmall}" width="116" height="52" alt="{commentAlt}">
                    <span class="chartMagnifyOverlay displayNone"></span>
                    <span class="searchGlassIcon chartMagnify displayNone"></span>
                </span>
						<span class="js-text">{commentContent}</span>
			<div class="clear"></div>
							<div class="commentButtons js-not-master-user">
					<a href="javascript:void(0)" class="reply js-reply-btn" data-real-parent-id="{commentID}" data-to-user-name="{username}" data-to-user-id="">Responder</a>
					<div class="inlineblock likeDislikeBox js-like-dislike-box" data-item-id="{commentID}">
	<input class="js-like-checkbox" type="checkbox" name="option" value="Yes" id="like_{commentID}">
	<label for="like_{commentID}" class="like" title="Concordo"></label>
	<span class="numOfLikes js-like-count lighterGrayFont">0</span>
	<input class="js-dislike-checkbox" type="checkbox" name="option" value="No" id="dislike_{commentID}">
	<label for="dislike_{commentID}" class="dislike" title="Discordo"></label>
	<span class="numOfDislikes js-dislike-count lighterGrayFont">0</span>
</div>

Tem certeza que deseja excluir esse gráfico?

Apagar Cancelar

Postar

Substituir o gráfico anexado por um novo gráfico?

Substituir Cancelar

1000

Diretrizes para Comentários

A sua permissão para inserir comentários está atualmente suspensa devido a denúncias feitas por usuários. O seu status será analisado por nossos moderadores.

Aguarde um minuto antes de tentar comentar novamente.

Diga-nos o que achou desse comentário

Spam

Ofensivo

Obrigado!

Seu comentário foi enviado aos moderadores para revisão

Mais Categorias

1D1S1M6M1A5AMáx.

Ibovespa	139.864	-472	-0,34%
Ibovespa Futuros	141.884	-606	-0,43%
US 500	6.456,6	+8,3	+0,13%
US 30	45.219,5	-51,4	-0,11%
S&P 500 VIX	16,35	-0,82	-4,78%
Bitcoin Futuro	112.215,0	-655,0	-0,58%
Índice Dólar	98,142	+0,059	+0,06%

Petróleo Brent	67,20	-0,40	-0,59%
Petróleo WTI	63,56	-0,41	-0,64%
Café Contrato C	372,95	+2,60	+0,70%
Soja Chicago	1.031,13	-0,62	-0,06%
Cacau NY	7.671,00	+125,00	+1,66%
Ouro	3.603,00	-32,50	-0,89%
Açúcar NY nº11	16,05	-0,10	-0,62%

Dólar/BRL	5,4516	-0,0134	-0,25%
EUR/BRL	6,3533	-0,0040	-0,06%
EUR/Dólar	1,1658	-0,0003	-0,03%
Dólar/JPY	148,07	-0,03	-0,02%
GBP/Dólar	1,3436	-0,0008	-0,06%
GBP/BRL	7,3224	-0,0063	-0,09%
CAD/BRL	3,9486	-0,0029	-0,07%

Petrobras PN	31,06	-0,27	-0,86%
Vale ON	55,60	+0,21	+0,38%
Casas Bahia ON	4,90	+0,06	+1,24%
Magazine Luiza ON	8,22	+0,07	+0,86%
IRB Brasil ON	45,85	-1,05	-2,24%
Oi ON	0,55	+0,01	+1,85%
Weg ON	37,85	+0,17	+0,45%

Cotações Recentes

Nome	Preço	Variação	Var. %
Calvert Balanced .			%
Fidelity Internat.	23,245	-0,322	-1,37%
C WorldWide Medic.	387,670	-7,890	-1,99%
Manulife Global E.	27,229	-0,170	-0,62%
HSBC Trinkaus Cal.	189,520	-0,190	-0,10%
DNA/DOGE	24,121	0,000	0,00%
Fidelity Small Ca.	33,436	-0,031	-0,09%
IMI LVMH Moet Hen.	1.049,150	0,000	0,00%