
Calvert Conservative Allocation Fund (CALCX)
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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