Morningstar® Investment Profile™   Morningstar®
Disclosure
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Calvert VP SRI Balanced I
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2022-05-31
Out of 706
Allocation--50% to 70% Equity Funds
Morningstar®
Style Box™
What is this?
As of 2022-04-30
As of ---
Total Fund Assets ($ Mil)
396.78
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks to provide a competitive total return through an actively managed portfolio of stocks, bonds, and money market instruments which offer income and capital growth opportunity.
Under normal market conditions, the fund invests between 50% and 75% of net assets in equity securities and between 25% and 50% of 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 and other asset-backed securities.
  Morningstar Category: Allocation--50% to 70% Equity
Funds in allocation categories seek to provide both income and capital appreciation by primarily investing in multiple asset classes, including stocks, bonds, and cash. These moderate strategies seek to balance preservation of capital with appreciation. They typically expect volatility similar to a strategic equity exposure between 50% and 70%. 
  Investment Risks
There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 56.5
Bullet Non-U.S. Stocks Non-U.S. Stocks 1.2
Bullet Bonds Bonds 40.3
Bullet Cash Cash 0.7
Bullet Other Other 1.4
Asset Allocation Rescaled Graph
Data through 2022-04-30
Morningstar Equity Sectors
% of Stocks
Cyclical 27.86
Basic Materials 2.32
Consumer Cyclical 9.81
Financial Services 12.27
Real Estate 3.46
Sensitive 44.84
Communication Services 8.41
Energy 2.81
Industrials 10.23
Technology 23.39
Defensive 27.30
Consumer Defensive 8.14
Healthcare 15.53
Utilities 3.63
Data through 2022-04-30
Morningstar Fixed-Income Sectors
% Fund
Government 21.93
Corporate 36.36
Securitized 36.49
Municipal 3.54
Cash & Equivalents 1.67
Other 0.00
Data through 2022-04-30
Credit Analysis
% Bonds
AAA ---
AA ---
A ---
BBB ---
BB ---
B ---
Below B ---
Not Rated ---
Data through ---
Credit Analysis Graph
Holding Status
Total Number of Stock Holdings 54
Total Number of Bond Holdings 471
% of Net Assets in Top 10 Holdings 22.51
Turnover % (as of 2021-12-31) 93.00
30 Day SEC Yield % 1.71
Top Holdings
Sector Country Maturity Date Market Value ($000) % of Net Assets
Microsoft Corp USA --- 16,538 4.01
Apple Inc USA --- 16,331 3.96
Alphabet Inc Class C USA --- 13,313 3.23
Amazon.com Inc USA --- 9,766 2.37
Coca-Cola Co USA --- 6,933 1.68
Baker Hughes Co Class A USA --- 6,697 1.62
AbbVie Inc USA --- 6,228 1.51
Visa Inc Class A USA --- 5,733 1.39
Federal National Mortgage Association 4% --- USA 2052-05-01 5,716 1.39
Anthem Inc USA --- 5,571 1.35
Data through 2022-04-30
  Principal Risks   
Lending, Credit and Counterparty, Currency, Foreign Securities, Long-Term Outlook and Projections, Loss of Money, Not FDIC Insured, Active Management, High Portfolio Turnover, Interest Rate, Market/Market Volatility, Equity Securities, High-Yield Securities, Mortgage-Backed and Asset-Backed Securities, Restricted/Illiquid Securities, U.S. Government Obligations, Derivatives, Socially Conscious, Shareholder Activity, Management, Small Cap, Mid-Cap, Real Estate/REIT Sector, Money Market Fund Ownership
Show Risk Definitions
  Other Information
Inception Date: 1986-09-02
Portfolio Manager(s)
Charles B. Gaffney   (2016-12-31)
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.
Vishal Khanduja   (2013-03-20)
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 S. Ellis   (2015-11-16)
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.
Investment Advisor(s)
Calvert Research and Management
Issuer
Calvert Research and Management
Subadvisor(s)
---
Show Data Definitions

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