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Calvert Funds (CALCX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$33.6

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:8.25
Avg. P/B:1.66
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 Issues12/31/17
Shareholder activism:
Community investment:
Human rights:
Products and Services:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:

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 Performance12/31/17
Year to date: 8.81%
Year to date: 8.81%
1 Year: 8.81%
Annualized returns:
3 Year: 4.01%
5 Year: 5.06%
10 Year: 3.93%
Since inception: 4.21%
Inception date: 04/29/05
Bear Market: -3.59%
Bear Market Period:     —    
MPT Statistics12/31/17
Alpha 3YR:-0.52
Alpha 5YR:-1.40
Beta 3YR:0.57
Beta 5YR:0.64
R. Squared 3YR:87.44
R. Squared 5YR:86.79
Sharpe 3YR:1.01
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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