Calvert Aggressive Allocation A
4550 Montgomery Ave Suite 1000 N Bethesda MD 20814
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Phone: 800-368-2748
| Category: | Large Blend | | Fund Family: | Calvert | | Net Assets: | 46.02M | | Year-to-Date Return: | 22.73% | | Yield: | 0.91% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Jun-05 |
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Natalie A. Trunow
Lead Manager since
08-Oct-08 | | | Trunow is senior vice president of Calvert Asset Management Company, Inc., Head of Equities. Prior to joining Calvert in August 2008, she was the Section Head (2005-2008) and portfolio manager (2001-2008) for the Global Public Markets Group of General Motors Asset Management. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund is a fund of funds and seeks to achieve the objectives by investing in a portfolio of underlying Calvert fixed-income, equity and money market funds that meets the Fund's investment and social criteria. The fund intends to invest 80% to 100% of assets in underlying Calvert Funds, 0% to 20% of net assets in CSIF Bond Portfolio, and 0% to 5% in CSIF Money Market Portfolio. |
| Last Dividend
(23-Dec-08):
| 0.12 | | Last Cap Gain
(3-Dec-08):
| 0.45 | | Annual Holdings Turnover
| 4.00% | | Average for Category:
| 78.74% |
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| Expense | CAAAX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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