# Calvert Balanced Portfolio — new fund registration

CALVERT SOCIAL INVESTMENT FUND registered fund series on Form 485APOS, filed 2016-12-02. Featured series: Calvert Balanced Portfolio.

## Registration

- Registrant / trust: CALVERT SOCIAL INVESTMENT FUND
- CIK: 0000356682
- Form: 485APOS
- Filed: 2016-12-02
- Accession: 0000356682-16-000245
- Reported net assets: $1.4B

## Series & classes (24)

| Series | Class | Ticker | New |
| --- | --- | --- | --- |
| [Calvert Balanced Portfolio](https://search.stillhousedata.com/fund/S000008717) | Class A | CSIFX | — |
| [Calvert Balanced Portfolio](https://search.stillhousedata.com/fund/S000008717) | Class C | CSGCX | — |
| [Calvert Balanced Portfolio](https://search.stillhousedata.com/fund/S000008717) | Class I | CBAIX | — |
| [Calvert Balanced Portfolio](https://search.stillhousedata.com/fund/S000008717) | Class Y | CBAYX | — |
| [Calvert Bond Portfolio](https://search.stillhousedata.com/fund/S000008718) | Class A | CSIBX | — |
| [Calvert Bond Portfolio](https://search.stillhousedata.com/fund/S000008718) | Class C | CSBCX | — |
| [Calvert Bond Portfolio](https://search.stillhousedata.com/fund/S000008718) | Class I | CBDIX | — |
| [Calvert Bond Portfolio](https://search.stillhousedata.com/fund/S000008718) | Class Y | CSIYX | — |
| [Calvert Equity Portfolio](https://search.stillhousedata.com/fund/S000008719) | Class A | CSIEX | — |
| [Calvert Equity Portfolio](https://search.stillhousedata.com/fund/S000008719) | Class C | CSECX | — |
| [Calvert Equity Portfolio](https://search.stillhousedata.com/fund/S000008719) | Class I | CEYIX | — |
| [Calvert Equity Portfolio](https://search.stillhousedata.com/fund/S000008719) | Class Y | CIEYX | — |
| [Calvert Conservative Allocation Fund](https://search.stillhousedata.com/fund/S000008721) | Class A | CCRAX | — |
| [Calvert Conservative Allocation Fund](https://search.stillhousedata.com/fund/S000008721) | Class C | CALCX | — |
| [Calvert Conservative Allocation Fund](https://search.stillhousedata.com/fund/S000008721) | Class I | CFAIX | — |
| [Calvert Conservative Allocation Fund](https://search.stillhousedata.com/fund/S000008721) | Class Y | — | — |
| [Calvert Moderate Allocation Fund](https://search.stillhousedata.com/fund/S000008722) | Class A | CMAAX | — |
| [Calvert Moderate Allocation Fund](https://search.stillhousedata.com/fund/S000008722) | Class C | CMACX | — |
| [Calvert Moderate Allocation Fund](https://search.stillhousedata.com/fund/S000008722) | Class I | CLAIX | — |
| [Calvert Moderate Allocation Fund](https://search.stillhousedata.com/fund/S000008722) | Class Y | — | — |
| [Calvert Aggressive Allocation Fund](https://search.stillhousedata.com/fund/S000008723) | Class A | CAAAX | — |
| [Calvert Aggressive Allocation Fund](https://search.stillhousedata.com/fund/S000008723) | Class C | CAACX | — |
| [Calvert Aggressive Allocation Fund](https://search.stillhousedata.com/fund/S000008723) | Class I | CAGIX | — |
| [Calvert Aggressive Allocation Fund](https://search.stillhousedata.com/fund/S000008723) | Class Y | — | — |

## Fees (from the effective prospectus)

- 12b-1 fee: 0.24%
- Gross expense ratio: 0.90%
- Management fee: 0.50%
- Net expense ratio: 0.93%
- Other expenses: 0.16%

## Investment objective

The Funds investment objective is to seek to achieve a competitive total return through an actively managed portfolio of stocks, bonds, and money market instruments which offer income and capital growth opportunity.

## Advisers

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

## Other filings by this registrant (13)

- [485APOS — 2022-02-04 (4 new series)](https://search.stillhousedata.com/launch/0000940394-22-000202)
- [485APOS — 2016-03-21](https://search.stillhousedata.com/launch/0000356682-16-000164)
- [485APOS — 2012-11-27](https://search.stillhousedata.com/launch/0000356682-12-000043)
- [NT-NCSR — 2011-12-09](https://search.stillhousedata.com/launch/0000356682-11-000078)
- [485APOS — 2009-11-20](https://search.stillhousedata.com/launch/0000356682-09-000036)
- [485APOS — 2005-06-28](https://search.stillhousedata.com/launch/0000356682-05-000026)
- [485APOS — 2005-05-18](https://search.stillhousedata.com/launch/0000356682-05-000019)
- [485APOS — 2005-04-26](https://search.stillhousedata.com/launch/0000356682-05-000016)
- [485APOS — 2005-04-15](https://search.stillhousedata.com/launch/0000356682-05-000014)
- [485APOS — 2005-03-29](https://search.stillhousedata.com/launch/0000356682-05-000012)
- [485APOS — 2005-01-19](https://search.stillhousedata.com/launch/0000356682-05-000005)
- [485APOS — 2005-01-19](https://search.stillhousedata.com/launch/0000356682-05-000004)

## More

- [Registrant profile: CALVERT SOCIAL INVESTMENT FUND](https://search.stillhousedata.com/registrant/356682)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/launch/0000356682-16-000245.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.