Calvert Aggressive Allocation Fund

Scorecard
2 / 5 Stars
Lipper
1 1 4 1 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.71 percent over the past year, 9.27 percent over the past three years, and 17.46 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 0.4%
1 Year 19.7%
3 Years (Annualized) 9.3%
5 Years (Annualized) 17.5%
10 Years (Annualized) N/A

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Summary

The investment seeks long-term capital appreciation. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in a portfolio of underlying Calvert fixed-income and equity funds that meets the fund's investment criteria, including financial, sustainability and social responsibility factors. It may also invest in cash and short-term money market instruments.

Fees

Fees are Above Average compared to funds in the same category.
Calvert Aggressive Allocation Fund has an expense ratio of 1.63 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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See Also:

Top Calvert Investments Funds