3 / 5 Stars
4 4 5 3 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 187 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 10.78 percent over the past year, 8.19 percent over the past three years, and 9.67 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.3%|
|3 Years (Annualized)||8.2%|
|5 Years (Annualized)||9.7%|
|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" 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 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.