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

Calvert Funds (CAAAX)
General Fund Information
4550 Montgomery Avenue Suite 1000 Bethesda, MD 20814
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$129.8

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:21.53
Avg. P/B:4.93
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 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: 5.07%
Year to date: 5.07%
1 Year: 12.30%
Annualized returns:
3 Year: 10.92%
5 Year: 10.01%
10 Year: 7.25%
Since inception: 6.40%
Inception date: 06/30/05
Bear Market: -17.54%
Bear Market Period:     —    
MPT Statistics08/31/18
Alpha 3YR:-2.86
Alpha 5YR:-3.47
Beta 3YR:1.38
Beta 5YR:1.43
R. Squared 3YR:88.94
R. Squared 5YR:89.38
Sharpe 3YR:1.23
Sharpe 5YR:1.09
Std. Dev. 3YR:8.73
Std. Dev. 5YR:8.73
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