Calvert Conservative Allocation Fund Quote

CCLAX Fund  USD 18.05  0.04  0.22%   

Performance

Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Calvert Conservative is trading at 18.05 as of the 26th of March 2025; that is 0.22% up since the beginning of the trading day. The fund's open price was 18.01. Calvert Conservative has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 26th of December 2024 and ending today, the 26th of March 2025. Click here to learn more.
The fund is a fund of funds that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. Calvert Conservative is traded on NASDAQ Exchange in the United States.. More on Calvert Conservative Allocation

Moving together with Calvert Mutual Fund

  0.8CDHIX Calvert Developed MarketPairCorr
  0.74CDHAX Calvert Developed MarketPairCorr
  0.74CDHRX Calvert InternationalPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Calvert Research and Management (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Calvert Conservative Allocation [CCLAX] is traded in USA and was established 26th of March 2025. Calvert Conservative is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Calvert Research and Management family. This fund currently has accumulated 264 M in assets under management (AUM) with no minimum investment requirementsCalvert Conservative is currently producing year-to-date (YTD) return of 1.35% with the current yeild of 0.03%, while the total return for the last 3 years was 2.58%.
Check Calvert Conservative Probability Of Bankruptcy

Instrument Allocation

Top Calvert Conservative Allocation Mutual Fund Constituents

CMJIXCalvert Mid CapMutual FundMid-Cap Blend
CBORXCalvert Bond FundMutual FundIntermediate Core-Plus Bond
CYBRXCalvert High YieldMutual FundHigh Yield Bond
CYBIXCalvert High YieldMutual FundHigh Yield Bond
CVMRXCalvert Emerging MarketsMutual FundDiversified Emerging Mkts
CULRXCalvert Ultra Short DurationMutual FundUltrashort Bond
CUBRXCalvert Flexible BondMutual FundNontraditional Bond
CUBIXCalvert Unconstrained BondMutual FundNontraditional Bond
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Calvert Conservative Risk Profiles

Calvert Conservative Against Markets

Other Information on Investing in Calvert Mutual Fund

Calvert Conservative financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Conservative security.
Odds Of Bankruptcy
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