Calvert Conservative Allocation Fund Quote
| CFAIX Fund | USD 18.08 0.04 0.22% |
PerformanceInsignificant
| Odds Of DistressLow
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Calvert Conservative is trading at 18.08 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 18.04. Calvert Conservative has about a 21 % 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
Calvert Mutual Fund Highlights
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Conservative Allocation [CFAIX] 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 1.46% with the current yeild of 0.04%, while the total return for the last 3 years was 2.86%.
Check Calvert Conservative Probability Of Bankruptcy
Instrument Allocation
Top Calvert Conservative Allocation Mutual Fund Constituents
| CMJIX | Calvert Mid Cap | Mutual Fund | Mid-Cap Blend | |
| CBORX | Calvert Bond Fund | Mutual Fund | Intermediate Core-Plus Bond | |
| CYBRX | Calvert High Yield | Mutual Fund | High Yield Bond | |
| CYBIX | Calvert High Yield | Mutual Fund | High Yield Bond | |
| CVMRX | Calvert Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| CULRX | Calvert Ultra Short Duration | Mutual Fund | Ultrashort Bond | |
| CUBRX | Calvert Flexible Bond | Mutual Fund | Nontraditional Bond | |
| CUBIX | Calvert Unconstrained Bond | Mutual Fund | Nontraditional Bond |
Calvert Conservative Risk Profiles
| Mean Deviation | 0.2828 | |||
| Semi Deviation | 0.315 | |||
| Standard Deviation | 0.366 | |||
| Variance | 0.134 |
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.
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