3 / 5 Stars
4 4 5 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#39 in Conservative Allocation
U.S. News evaluated 178 Conservative 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 9.43 percent over the past year, 7.86 percent over the past three years, and 9.43 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||7.8%|
|3 Years (Annualized)||7.9%|
|5 Years (Annualized)||9.4%|
|10 Years (Annualized)||N/A|
The investment seeks current income and capital appreciation, consistent with the preservation of capital. The fund is a fund of funds and seeks to achieve the objectives 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 intends to invest 20% to 40% of net assets in Calvert funds that invest primarily in equity securities, 60% to 80% in Calvert Bond Portfolio, and 0% to 10% in Calvert Money Market Portfolio.
Fees are Average compared to funds in the same category.
Calvert Conservative Allocation Fund has an expense ratio of 0.44 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.