# Calvert Balanced Fund

Calvert Balanced Fund is a registered fund series of Calvert Social Investment Fund (series S000008717). Net assets $1.4B as of 2026-03-31.

## Profile

- Series ID: S000008717
- Registrant: Calvert Social Investment Fund
- LEI: 549300NLUVH82C0C8603
- Net assets: $1.4B
- Total assets: $1.4B
- As of: 2026-03-31

## Advisers

- [Calvert Research and Management (Advisor)](https://search.stillhousedata.com/firm/285127)

## Top holdings (200 reported)

_Showing 15 of 200 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Morgan Stanley & Co. LLC](https://search.stillhousedata.com/security/61747C707) | — | $91.7M | 667.93% |
| [NVIDIA Corp](https://search.stillhousedata.com/security/67066G104) | — | $74.6M | 543.27% |
| [Alphabet Inc](https://search.stillhousedata.com/security/02079K107) | — | $64.1M | 466.40% |
| [Apple Inc](https://search.stillhousedata.com/security/037833100) | — | $54.7M | 398.16% |
| [Microsoft Corp](https://search.stillhousedata.com/security/594918104) | — | $48.7M | 354.77% |
| [UMBS, TBA](https://search.stillhousedata.com/security/01F050643) | — | $42.5M | 309.48% |
| [Amazon.com Inc](https://search.stillhousedata.com/security/023135106) | — | $39.9M | 290.70% |
| [Broadcom Inc](https://search.stillhousedata.com/security/11135F101) | — | $33.5M | 243.59% |
| [JPMorgan Chase & Co](https://search.stillhousedata.com/security/46625H100) | — | $26.5M | 193.16% |
| [Baker Hughes Co](https://search.stillhousedata.com/security/05722G100) | — | $25.8M | 187.51% |
| [Coca-Cola Co/The](https://search.stillhousedata.com/security/191216100) | — | $24.3M | 176.91% |
| [Visa Inc](https://search.stillhousedata.com/security/92826C839) | — | $22.7M | 165.24% |
| [Eli Lilly & Co](https://search.stillhousedata.com/security/532457108) | — | $21.8M | 158.69% |
| [AbbVie Inc](https://search.stillhousedata.com/security/00287Y109) | — | $18.5M | 134.90% |
| [Walmart Inc](https://search.stillhousedata.com/security/931142103) | — | $17.3M | 125.58% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $1.4B |
| 2025-12-31 | $1.5B |
| 2025-09-30 | $1.5B |
| 2025-06-30 | $1.4B |
| 2025-03-31 | $1.3B |
| 2024-12-31 | $1.4B |
| 2024-09-30 | $1.3B |
| 2024-06-30 | $1.3B |

## More

- [Registrant: Calvert Social Investment Fund](https://search.stillhousedata.com/registrant/356682)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000008717.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.