Calvert Conservative Allocation Fund Class A

 (MUTF:CCLAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.00%  
1 week   +0.26%
   
4 week
   
-2.26%  
3 month
   
-3.86%  
YTD
   
-2.26%  
1 year
   
-3.49%  
3 years*   +3.67%
   
5 years*   +5.41%
   
*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 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 assets149.62M 
Front load4.75%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash3.65%  
Stocks37.70%  
Bonds57.42%  
Preferred0.13%  
Convertible0.04%  
Other1.04%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$50  
15.52-0.09(-0.58%)
Feb 5, 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)
John Nichols (Started: Nov 30, 2015)
Vishal Khanduja (Started: Nov 30, 2015)
Catherine Roy (Started: Nov 30, 2015)
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* 0.28 1.65 2.80 1.10
Beta* 0.58 0.66 0.54 0.58
Mean annual return -0.17 0.34 0.46 0.39
R-squared* 91.54 89.48 86.21 90.31
Standard deviation 4.79 4.61 4.48 5.96
Sharpe ratio -0.43 0.87 1.23 0.59
* Against standard index

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