Calvert Conservative Allocation Fund Class A

 (MUTF:CCLAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.31%  
1 week
   
-0.19%  
4 week   +1.32%
   
3 month   +4.25%
   
YTD   +1.70%
   
1 year
   
-1.65%  
3 years*   +4.08%
   
5 years*   +5.51%
   
*annualized
Best 3 month return+10.86%  
Worst 3 month return-14.62%  

Morningstar statistics

Morningstar category: Conservative Allocation
  Return Risk Rating
3 years Average Below Average
5 years Above Average Below Average
10 years Average Below Average
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets157.49M 
Front load4.75%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash10.68%  
Stocks37.66%  
Bonds50.53%  
Preferred0.30%  
Convertible0.05%  
Other0.77%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$50  
16.13-0.01(-0.06%)
Apr 28, 8:00PM EDT 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* -1.02 1.18 2.62 1.11
Beta* 0.56 0.64 0.54 0.58
Mean annual return -0.11 0.35 0.47 0.41
R-squared* 93.49 89.73 86.46 90.53
Standard deviation 5.29 4.82 4.59 6.02
Sharpe ratio -0.28 0.87 1.22 0.64
* Against standard index

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