Calvert Conservative Allocation Fund Class A

 (MUTF:CCLAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.12%  
1 week
   
-0.18%  
4 week   +0.37%
   
3 month   +2.02%
   
YTD   +4.08%
   
1 year   +4.79%
   
3 years*   +5.08%
   
5 years*   +6.58%
   
*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 assets166.74M 
Front load4.75%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash6.80%  
Stocks37.52%  
Bonds54.14%  
Other1.54%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$2,000  
AIP Additional$50  
16.46-0.02(-0.12%)
Aug 25, 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* -0.91 1.31 2.40 1.20
Beta* 0.57 0.62 0.53 0.58
Mean annual return 0.15 0.40 0.50 0.44
R-squared* 95.76 89.51 86.20 90.56
Standard deviation 5.48 4.51 4.55 6.01
Sharpe ratio 0.28 1.03 1.30 0.72
* Against standard index

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