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Calvert Funds (CAACX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Balanced Funds
Style:Large Cap
Assets: ($ millions)$18.3

Account min.:$2,000
Reinvest. min.:$250
IRA account min.:$1,000
IRA reinvest min.:250.00
Max. defer. load: 
Max. front load: 
Avg. P/E:23.41
Avg. P/B:4.64
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert Aggresive Allocation Fund seeks long-term capital appreciation. The fund is a fund of funds and invests in a portfolio of underlying Calvert fixed-income, equity and money market funds that meets the Fund's investment and social criteria. The fund intends to invest 80% to 100% of assets in underlying Calvert Funds, 0% to 20% of net assets in CSIF Bond Portfolio, and 0% to 5% in CSIF Money Market Portfolio.
Social Issues10/31/17
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 Performance10/31/17
Year to date: 15.84%
Year to date: 15.84%
1 Year: 20.73%
Annualized returns:
3 Year: 7.06%
5 Year: 10.71%
10 Year: 3.41%
Since inception: 4.92%
Inception date: 06/30/05
Bear Market: -18.03%
Bear Market Period:     —    
MPT Statistics10/31/17
Alpha 3YR:-3.44
Alpha 5YR:-3.34
Beta 3YR:1.45
Beta 5YR:1.45
R. Squared 3YR:89.23
R. Squared 5YR:88.77
Sharpe 3YR:0.74
Sharpe 5YR:1.19
Std. Dev. 3YR:8.79
Std. Dev. 5YR:8.79
Sectors Pie Chart 
No fund sectors available


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