Calvert Balanced Fund R6 (CBARX)
49.66
+0.26
(+0.53%)
USD |
Sep 11 2026
CBARX Share Class Assets Under Management: 159.66M for Aug. 31, 2026
Share Class Assets Under Management Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Share Class Assets Under Management Data
| Date | Value |
|---|---|
| August 31, 2026 | 159.66M |
| July 31, 2026 | 154.03M |
| June 30, 2026 | 153.33M |
| May 29, 2026 | 155.04M |
| April 30, 2026 | 149.46M |
| March 31, 2026 | 139.87M |
| February 27, 2026 | 144.79M |
| January 30, 2026 | 143.27M |
| December 31, 2025 | 143.79M |
| November 28, 2025 | 144.83M |
| October 31, 2025 | 141.02M |
| September 30, 2025 | 134.93M |
| August 29, 2025 | 132.90M |
| July 31, 2025 | 133.05M |
| June 30, 2025 | 125.70M |
| May 30, 2025 | 120.46M |
| April 30, 2025 | 117.51M |
| March 31, 2025 | 118.71M |
| February 28, 2025 | 122.59M |
| January 31, 2025 | 120.38M |
| December 31, 2024 | 116.78M |
| November 29, 2024 | 113.77M |
| October 31, 2024 | 107.92M |
| September 30, 2024 | 106.40M |
| August 30, 2024 | 104.14M |
| Date | Value |
|---|---|
| July 31, 2024 | 100.22M |
| June 28, 2024 | 98.49M |
| May 31, 2024 | 92.53M |
| April 30, 2024 | 88.39M |
| March 28, 2024 | 89.86M |
| February 29, 2024 | 87.52M |
| January 31, 2024 | 82.94M |
| December 29, 2023 | 81.96M |
| November 30, 2023 | 78.68M |
| October 31, 2023 | 72.61M |
| September 29, 2023 | 73.05M |
| August 31, 2023 | 76.58M |
| July 31, 2023 | 77.32M |
| June 30, 2023 | 75.89M |
| May 31, 2023 | 73.06M |
| April 28, 2023 | 73.74M |
| March 31, 2023 | 63.18M |
| February 28, 2023 | 60.73M |
| January 31, 2023 | 62.18M |
| December 30, 2022 | 54.57M |
| November 30, 2022 | 56.07M |
| October 31, 2022 | 53.74M |
| September 30, 2022 | 51.49M |
| August 31, 2022 | 53.56M |
| July 29, 2022 | 54.29M |
Share Class Assets Under Management (AUM) Definition
Share Class Assets Under Management (AUM) is the total market value of the investments that a fund holds with regards to a specific Share Class of the fund.
Share Class Assets Under Management Range, Past 5 Years
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Minimum
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Maximum
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Average
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Median
Share Class Assets Under Management Benchmarks
| Columbia Balanced Fund R | 171.42M |
| PGIM Balanced Fund R6 | 136.37M |
| JPMorgan Diversified Fund L | 103.44M |
| Franklin Dynamic Asset Allocation Balanced Fund R6 | 250.76M |
| American Funds American Balanced Fund R1 | 185.34M |
Share Class Assets Under Management Excel Add-In Codes
| Metric Code: assets_under_management |
| Latest Data Point: =YCP("M:CBARX", "assets_under_management") |
| Last 5 Data Points: =YCS("M:CBARX", "assets_under_management", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |