Calvert Conservative Allocation Fund Class A

 (MUTF:CCLAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.41%
   
1 week
   
-0.35%  
4 week   +0.56%
   
3 month   +0.92%
   
YTD   +1.40%
   
1 year   +6.09%
   
3 years*   +7.47%
   
5 years*   +10.08%
   
*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 Below Average
5 years Below Average Below Average
10 years     -     - -
Overall Below Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets110.17M 
Front load4.75%  
Deferred load-  
Expense ratio1.01%  
Management fee-  
Fund familyCalvert Investments 

Asset allocation

Cash15.78%  
Stocks37.49%  
Bonds46.03%  
Preferred0.14%  
Other0.58%  

Purchase information

Initial$2,000  
Additional$250  
IRA Initial$1,000  
AIP Initial$100  
AIP Additional$50  
16.97-0.01(-0.06%)
Apr 17, 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: Sep 30, 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* -1.44 3.34 3.67     -
Beta* 0.77 0.50 0.50     -
Mean annual return 0.56 0.62 0.87     -
R-squared* 96.40 86.14 88.20     -
Standard deviation 5.12 4.48 4.96     -
Sharpe ratio 1.31 1.65 2.10     -
* Against standard index

Top 10 holdings