Calvert Conservative Allocation Fund Class A

 (MUTF:CCLAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.12%
   
1 week   +0.43%
   
4 week   +1.10%
   
3 month   +2.80%
   
YTD   +1.85%
   
1 year   +10.17%
   
3 years*   +4.25%
   
5 years*   +5.82%
   
*annualized
Best 3 month return+10.86%  
Worst 3 month return-14.62%  

Morningstar statistics

Morningstar category: Allocation--30% to 50% Equity
  Return Risk Rating
3 years Above Average Low
5 years Above Average Below Average
10 years Above Average Low
Overall Above Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets165.97M 
Front load4.75%  
Deferred load-  
Expense ratio1.00%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash0.63%  
Stocks32.14%  
Bonds65.38%  
Preferred0.14%  
Convertible0.38%  
Other1.32%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$2,000  
AIP Additional$50  
16.50+0.02(0.12%)
Feb 16, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks current income and capital appreciation, consistent with the preservation of capital. The fund is a "fund of funds" that seeks to achieve its investment objective by investing in underlying Calvert fixed-income and equity funds that meet its investment criteria, including the responsible investing criteria. The Advisor intends to invest in shares of underlying Calvert funds and may also invest in cash and short-term money market instruments. It typically invests: 45% to 75% of its net assets in fixed-income funds; 15% to 45% of its net assets in equity funds; 0% to 20% of its net assets in cash and short-term money market instruments.
Fund filings (PDF) »
Asset managers:
Dan Strelow (Started: Dec 31, 2016)
Vishal Khanduja (Started: Nov 30, 2015)
Justin Bourgette (Started: Dec 31, 2016)
Advisor Company:
Calvert Research and Management
Fund family reports on Morningstar »
Calvert Investments, Inc., 4550 Montgomery Ave. Suite 1000N., Bethesda, MD 20814, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.25 1.31 1.50 1.24
Beta* 0.57 0.59 0.61 0.58
Mean annual return 0.62 0.36 0.48 0.40
R-squared* 91.26 88.09 89.59 90.74
Standard deviation 3.27 4.16 4.25 5.99
Sharpe ratio 2.17 1.00 1.34 0.68
* Against standard index

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