Calvert Conservative Allocation Fund Class A

 (MUTF:CCLAX)   Watch this mutual fund  
Find more results for MUTF:CCLAX

Performance

Trailing returns

1 day   +0.12%
   
1 week   +1.06%
   
4 week   +0.12%
   
3 month   +3.84%
   
YTD   +2.02%
   
1 year
   
-0.54%  
3 years*   +3.88%
   
5 years*   +5.61%
   
*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 Below Average Below Average
5 years Above Average Low
10 years Average Low
Overall Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets159.58M 
Front load4.75%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash7.14%  
Stocks37.57%  
Bonds54.31%  
Other0.98%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$2,000  
AIP Additional$50  
16.22+0.03(0.19%)
May 26, 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* -0.41 0.93 2.55 1.17
Beta* 0.58 0.64 0.54 0.58
Mean annual return -0.07 0.33 0.45 0.41
R-squared* 95.21 89.85 86.18 90.69
Standard deviation 5.34 4.77 4.56 6.02
Sharpe ratio -0.17 0.81 1.18 0.65
* Against standard index

Top 10 holdings