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Calvert Funds (CALCX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
(800) 368-2745www.calvert.com
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$33.7

Account min.:$2,000
Reinvest. min.:$250
IRA account min.:$1,000
IRA reinvest min.:250.00
Type:Balanced
Expenses:1.75%
Max. defer. load: 
Max. front load: 
Avg. P/E:8.86
Avg. P/B:1.79
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert Conservative Allocation Fund seeks current income and capital appreciation. The Fund is a fund of funds and seeks a portfolio of underlying Calvert fixed-income, equity, and money market funds that meets the fund's investment and social criteria. The Fund typically invests 60% to 80% of net assets in CSIF Bond Portfolio, 20%-40% in underlying Calvert funds that invest primarily in equity securities and 0%-10% in CSIF Money Market Portfolio.
Social Issues10/31/17
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

P =Positive screen: seeks companies with positive record
X =Exclusionary screen: avoids companies with poor record
"-"sign in the Alcohol, Tobacco, and Gambling column indicates no screen for this specific criteria
Sector Distribution 
No fund sectors available
Fund Performance10/31/17
Year to date: 7.34%
Year to date: 7.34%
1 Year: 8.46%
Annualized returns:
3 Year: 3.78%
5 Year: 5.05%
10 Year: 3.68%
Since inception: 4.15%
Inception date: 04/29/05
Bear Market: -3.59%
Bear Market Period:     —    
MPT Statistics10/31/17
Alpha 3YR:-0.58
Alpha 5YR:-1.17
Beta 3YR:0.58
Beta 5YR:0.64
R. Squared 3YR:87.76
R. Squared 5YR:86.32
Sharpe 3YR:0.96
Sharpe 5YR:1.23
Std. Dev. 3YR:3.91
Std. Dev. 5YR:3.91
Sectors Pie Chart 
No fund sectors available

 

 
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