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Calvert Conservative Allocation Fund;A

Ranked 12 out of 74 in MA Target Alloc Conservative over 36 months

All calculations are in USD unless stated

The Fund seeks current income and capital appreciation. The Fund 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 and social criteria.

sector performance

MA Target Alloc Conservative
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Total Return

Month by Month Performance

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.7% 2.6% 1.9%
2016 5.1% 1.0% 1.2% 2.3% 0.5%
2015 0.2% 2.7% -1.0% -2.3% 0.9%
2014 6.2% 1.5% 2.8% -0.8% 2.7%
2013 9.2% 3.7% -0.9% 2.9% 3.3%
2012 10.6% 5.2% -0.3% 4.2% 1.2%
2011 4.4% 2.7% 1.2% -2.5% 3.1%
2010 8.6% 3.3% -1.8% 5.2% 1.8%
2009 16.3% -3.5% 8.5% 9.1% 1.9%
2008 -16.2% -2.3% -0.4% -4.9% -9.4%
2007 5.9% 1.5% 1.5% 2.2% 0.6%
2006 7.2% 1.4% -0.9% 3.7% 2.9%
2005 1.2% 1.2%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date29/04/2005
  • Share Class size147Mn
  • Base currencyUSD
  • ISINUS1316186964

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment250

Charges

  • Initial investment0