Calvert Conservative Allocation Fund

Scorecard
3 / 5 Stars
Lipper
4 4 5 3 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

#34 in Conservative Allocation

U.S. News evaluated 189 Conservative 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 6.86 percent over the past year, 7.63 percent over the past three years, and 10.86 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 1.5%
1 Year 6.9%
3 Years (Annualized) 7.6%
5 Years (Annualized) 10.9%
10 Years (Annualized) N/A

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Summary

The investment seeks current income and capital appreciation, consistent with the preservation of capital. 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 Average compared to funds in the same category.
Calvert Conservative Allocation Fund has an expense ratio of 0.44 percent.

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Risk

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

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See Also:

Top Calvert Investments Funds

Conservative Allocations

Highest Returns (10-year)

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