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Calvert Funds (CMACX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$45.1

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:16.39
Avg. P/B:3.32
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert Moderate Allocation Fund seeks long-term capital appreciation and growth of income, w/ current income a secondary objective. The Fund is a fund of funds and seeks a portfolio of underlying Calvert fixed-income, equity and money market funds that meet the Fund's investment and social criteria. The Fund typically invests 50%-80% of net assets in underlying Calvert funds that invest primarily in equity securities, 20%-50% in CSIF Bond Portfolio and 0%-10% in CSIF Money Market portfolio.
Social Issues02/28/18
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 Performance02/28/18
Year to date: 0.55%
Year to date: 0.55%
1 Year: 11.20%
Annualized returns:
3 Year: 5.18%
5 Year: 7.43%
10 Year: 5.09%
Since inception: 5.04%
Inception date: 04/29/05
Bear Market: -11.86%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:-2.30
Alpha 5YR:-2.81
Beta 3YR:1.07
Beta 5YR:1.11
R. Squared 3YR:92.59
R. Squared 5YR:92.73
Sharpe 3YR:0.70
Sharpe 5YR:1.04
Std. Dev. 3YR:6.82
Std. Dev. 5YR:6.82
Sectors Pie Chart 
No fund sectors available


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