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Calvert Funds (CAAAX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$122.1

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:23.08
Avg. P/B:4.68
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 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: 1.19%
Year to date: 1.19%
1 Year: 16.54%
Annualized returns:
3 Year: 7.82%
5 Year: 10.72%
10 Year: 6.61%
Since inception: 6.35%
Inception date: 06/30/05
Bear Market: -17.54%
Bear Market Period:     —    
MPT Statistics02/28/18
Alpha 3YR:-1.95
Alpha 5YR:-2.69
Beta 3YR:1.40
Beta 5YR:1.44
R. Squared 3YR:90.48
R. Squared 5YR:90.21
Sharpe 3YR:0.82
Sharpe 5YR:1.15
Std. Dev. 3YR:8.99
Std. Dev. 5YR:8.99
Sectors Pie Chart 
No fund sectors available


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