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Calvert Conservative Allocation C (CALCX)
On
Dec 11
:
14.40
0.01
(0.07%)
MORE ON CALCX
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Holdings
As of 31-Oct-09
Get
Holdings
for:
OVERALL PORTFOLIO COMPOSITION (%)
Cash:
8.84
Stocks:
28.69
Bonds:
61.75
Other:
0.72
TOP 10 HOLDINGS ( YFT_NOT_APPLICABLE_ABBREVIATION OF TOTAL ASSETS)
Company
Symbol
% Assets
YTD Return %
Calvert Social Investment Bond I
N/A
70.63
N/A
Calvert Social Investment Enhanced Eq I
N/A
7.87
N/A
Calvert World Values International Eq I
N/A
7.72
N/A
Calvert Social Index I
N/A
3.92
N/A
Calvert Social Investment Equity I
N/A
2.96
N/A
Calvert Large Cap Growth I
N/A
2.94
N/A
Calvert Mid Cap Value I
N/A
1.97
N/A
Calvert Capital Accumulation I
N/A
1.00
N/A
Calvert Small Cap Value I
N/A
0.96
N/A
N/A
N/A
N/A
EQUITY HOLDINGS
Averages
CALCX
Category Avg
Price/Earnings
15.97
16.10
Price/Book
1.75
2.03
Price/Sales
0.77
1.10
Price/Cashflow
6.85
7.84
Median Market Cap
14.83B
19.71B
3 Year Earnings Growth
13.82%
9.68%
SECTOR WEIGHTINGS (%)
Sector
CALCX
Category Avg
Utilities
1.90
4.23
Business services
5.59
4.02
Financials
17.08
19.68
Telecommunications
6.46
6.32
Media
2.67
2.25
Consumer goods
11.24
9.94
Energy
6.65
11.22
Hardware
11.68
7.24
Health
12.70
10.95
Software
3.88
3.29
Consumer services
11.70
7.89
Industrial materials
8.43
12.97
BOND RATINGS (%)
Sector
CALCX
Category Avg
US GOVERNMENT
N/A
N/A
AAA
40.84
49.90
AA
17.90
5.35
A
20.80
9.14
BBB
13.07
11.64
BB
3.86
7.92
B
1.80
7.30
BELOW B
1.38
3.87
OTHER
0.35
4.87
BOND HOLDINGS
Averages
CALCX
Category Avg
Maturity
3.87
6.47
Duration
3.00
3.82
Credit Quality
AA
A
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