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Calvert Funds (CMAAX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Balanced Funds
Style:Mid-Cap Blend
Assets: ($ millions)$229.6

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:15.50
Avg. P/B:3.53
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 Issues08/31/18
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 Performance08/31/18
Year to date: 3.94%
Year to date: 3.94%
1 Year: 9.19%
Annualized returns:
3 Year: 8.56%
5 Year: 8.02%
10 Year: 6.44%
Since inception: 5.90%
Inception date: 04/29/05
Bear Market: -11.63%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:-1.90
Alpha 5YR:-2.27
Beta 3YR:1.04
Beta 5YR:1.09
R. Squared 3YR:90.34
R. Squared 5YR:91.23
Sharpe 3YR:1.28
Sharpe 5YR:1.15
Std. Dev. 3YR:6.52
Std. Dev. 5YR:6.52
Sectors Pie Chart 
No fund sectors available


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