2 / 5 Stars
1 2 4 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
#51 in Aggressive Allocation
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.21 percent over the past year, 8.90 percent over the past three years, and 2.64 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||10.3%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||2.6%|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation. The fund is a "fund of funds" that seeks to achieve its investment objective by investing in a portfolio of underlying Calvert fixed-income, equity and money market funds that meets the fund's investment criteria, including financial, sustainability and social responsibility factors. It invests in underlying Calvert funds in accordance with a stable target asset allocation determined by the advisor.
Fees are Low compared to funds in the same category.
Calvert Aggressive Allocation Fund has an expense ratio of 0.43 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.