Calvert Conservative Allocation Fund Class A

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

Performance

Trailing returns

1 day   +0.54%
   
1 week   +0.06%
   
4 week
   
-2.85%  
3 month
   
-2.77%  
YTD
   
-0.42%  
1 year   +0.82%
   
3 years*   +5.80%
   
5 years*   +6.72%
   
*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 Average Below Average
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets141.53M 
Front load4.75%  
Deferred load-  
Expense ratio1.05%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash3.95%  
Stocks37.94%  
Bonds57.22%  
Other0.89%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$50  
16.72+0.04(0.24%)
Sep 3, 4:00PM 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:
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* 4.09 1.51 3.12 0.98
Beta* 0.63 0.68 0.49 0.58
Mean annual return 0.45 0.59 0.61 0.45
R-squared* 78.50 86.79 82.40 89.58
Standard deviation 3.88 3.92 4.16 5.83
Sharpe ratio 1.39 1.80 1.75 0.69
* Against standard index

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