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Logo for Fund Calvert Conservative Allocation Fund

Calvert Conservative Allocation Fund (CALCX)

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Assets Under Management
Expense Ratio
Forward Dividend Yield
52 Week Range

CALCX Price Chart

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CALCX Fund Profile

Key details and information about Calvert Conservative Allocation Fund (CALCX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

29 Apr 2005

Country

US

Description

This investment product functions as a multi-fund portfolio, striving to fulfill its financial aims by chiefly distributing its capital among various Calvert-managed fixed-income and equity funds. These underlying investments are selected based on specific investment guidelines, which notably incorporate responsible investing principles. Typically, 50% to 80% of its total assets are deployed into funds primarily holding income-generating securities, while 20% to 50% are dedicated to funds concentrating on equity holdings. Additionally, up to 10% of its net assets may be maintained in cash or highly liquid, short-term money market instruments.

CALCX Fund Performance

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