Calvert Conservative Allocation C
4550 Montgomery Ave Ste 1000n Bethesda MD 02814
Map
Phone: 800-368-2748
| Category: | Conservative Allocation | | Fund Family: | Calvert | | Net Assets: | 6.11M | | Year-to-Date Return: | 14.39% | | Yield: | 1.79% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Apr-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 current income and capital appreciation. The fund is a fund of funds and seeks to achieve the objective by investing in a portfolio of underlying Calvert fixed-income, equity, and money market funds that meets the fund's investment and social criteria. It intends to invest 60% to 80% of net assets in CSIF Bond Portfolio, which invests primarily in fixed-income securities. The fund invests 20%-40% of assets in underlying Calvert funds that invest primarily in equity securities. It also invests 0%-10% in CSIF Money Market Portfolio. |
| Last Dividend
(24-Sep-09):
| 0.02 | | Last Cap Gain
(3-Dec-08):
| 0.19 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 75.60% |
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| Expense | CALCX | Category
Avg | | Total Expense Ratio: | %
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.91% | | Max Deferred Sales Load: | 1.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $642 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $987 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,946 |
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0.47% Nasdaq 0.00%
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