Calvert Conservative Allocation Fund Class A

 (MUTF:CCLAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-1.53%  
1 week
   
-0.62%  
4 week
   
-0.50%  
3 month   +0.95%
   
YTD   +1.20%
   
1 year
   
-0.94%  
3 years*   +5.04%
   
5 years*   +5.68%
   
*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 Average Low
10 years Average Low
Overall Average Low
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets162.14M 
Front load4.75%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash6.76%  
Stocks37.59%  
Bonds54.63%  
Other1.02%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$2,000  
AIP Additional$50  
16.04+0.09(0.56%)
Jun 27, 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* -0.13 1.19 2.48 1.23
Beta* 0.58 0.63 0.54 0.58
Mean annual return -0.02 0.36 0.46 0.43
R-squared* 94.72 89.97 86.37 90.59
Standard deviation 5.38 4.75 4.56 6.00
Sharpe ratio -0.08 0.89 1.19 0.69
* Against standard index

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