Calvert Servative Allocation Fund Quote
| CALCX Fund | USD 17.80 0.10 0.56% |
PerformanceVery Weak
| Odds Of DistressLow
|
Calvert Servative is trading at 17.80 as of the 15th of May 2025; that is 0.56 percent increase since the beginning of the trading day. The fund's open price was 17.7. Calvert Servative has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 15th of April 2025 and ending today, the 15th of May 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. It typically invests 50-80 percent of its net assets in funds that invest primarily in income securities and 20 percent to 50 percent of its net assets in funds that invest primarily in equity securities. More on Calvert Servative Allocation
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert 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 Date | 31st of March 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Servative Allocation [CALCX] is traded in USA and was established 15th of May 2025. Calvert Servative 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 Servative is currently producing year-to-date (YTD) return of 1.06% with the current yeild of 0.03%, while the total return for the last 3 years was 4.1%.
Check Calvert Servative Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Servative Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Servative Allocation Mutual Fund Constituents
| CMJIX | Calvert Mid Cap | Mutual Fund | Mid-Cap Blend | |
| TIP | iShares TIPS Bond | Etf | Inflation-Protected 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 Servative Risk Profiles
| Mean Deviation | 0.4085 | |||
| Standard Deviation | 0.6024 | |||
| Variance | 0.3629 | |||
| Risk Adjusted Performance | (0.03) |
Calvert Servative Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Servative 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 Servative security.
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