Calvert Conservative Allocation Fund Class A

 (MUTF:CCLAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.18%
   
1 week   +0.24%
   
4 week   +1.35%
   
3 month
   
-0.06%  
YTD   +4.72%
   
1 year   +3.61%
   
3 years*   +4.03%
   
5 years*   +6.28%
   
*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 Below Average
5 years Above Average Below Average
10 years Above Average Low
Overall Above Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets164.95M 
Front load4.75%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash7.24%  
Stocks37.28%  
Bonds53.98%  
Convertible0.15%  
Other1.35%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$2,000  
AIP Additional$50  
16.45-0.06(-0.36%)
Dec 6, 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 primarily in a portfolio of underlying Calvert fixed-income and equity funds that meets the fund's investment criteria, including financial, sustainability and social responsibility factors. It may also invest in cash and short-term money market instruments.
Fund filings (PDF) »
Asset managers:
John Nichols (Started: Nov 30, 2015)
Vishal Khanduja (Started: Nov 30, 2015)
Joshua Linder (Started: Jan 31, 2014)
Brian Ellis (Started: Jan 31, 2016)
Advisor Company:
Calvert Investment Management, Inc.
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* -0.22 1.42 1.72 1.20
Beta* 0.57 0.60 0.61 0.58
Mean annual return 0.27 0.31 0.52 0.39
R-squared* 94.02 88.55 89.69 90.68
Standard deviation 4.22 4.20 4.33 5.99
Sharpe ratio 0.69 0.86 1.40 0.66
* Against standard index

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