Calvert Conservative Allocation Fund Class A

 (MUTF:CCLAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.06%  
1 week   +0.52%
   
4 week   +1.82%
   
3 month   +2.50%
   
YTD   +2.73%
   
1 year   +7.60%
   
3 years*   +8.07%
   
5 years*   +8.14%
   
*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 Average
5 years Average Below Average
10 years     -     - -
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets126.93M 
Front load4.75%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash5.76%  
Stocks38.22%  
Bonds54.94%  
Preferred0.01%  
Other1.07%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$50  
17.30-0.01(-0.06%)
Feb 27, 4:00PM 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:
Natalie Trunow (Started: Aug 31, 2008)
Joshua Linder (Started: Jan 31, 2014)
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* 3.78 2.42 3.33     -
Beta* 0.66 0.64 0.49     -
Mean annual return 0.63 0.66 0.65     -
R-squared* 85.29 89.22 85.60     -
Standard deviation 4.00 4.21 4.44     -
Sharpe ratio 1.87 1.85 1.73     -
* Against standard index

Top 10 holdings