Back to homepageInstitutional ReportsSRI Financial Professionals DirectoryToolsNewsSRI Performance and TrendsAbout Us   
Mutual Fund Center

Calvert Funds (CMAAX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Balanced Funds
Style:Mid-Cap Blend
Assets: ($ millions)$221.6

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Max. defer. load: 
Max. front load:4.75%
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: 0.73%
Year to date: 0.73%
1 Year: 12.11%
Annualized returns:
3 Year: 5.98%
5 Year: 8.24%
10 Year: 5.89%
Since inception: 5.88%
Inception date: 04/29/05
Bear Market: -11.63%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:-1.52
Alpha 5YR:-2.01
Beta 3YR:1.06
Beta 5YR:1.10
R. Squared 3YR:92.53
R. Squared 5YR:92.69
Sharpe 3YR:0.82
Sharpe 5YR:1.17
Std. Dev. 3YR:6.77
Std. Dev. 5YR:6.77
Sectors Pie Chart 
No fund sectors available


| Reports | SRI Financial Professionals Directory | Tools | News | SRI Performance and Trends | About Us | Contact
© SRI World Group, Inc. - All rights reserved
Terms of use - Privacy Policy - OneReportTM Network