Calvert Funds (CAACX)
General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
Category:Balanced Funds
Style:Large Cap
Assets: ($ millions)$18.9

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Max. defer. load: 
Max. front load: 
Avg. P/E:22.78
Avg. P/B:4.56
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert Aggresive Allocation Fund seeks long-term capital appreciation. The fund is a fund of funds and invests 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.
Social Issues12/31/17
Shareholder activism:
Community investment:
Human rights:
Products and Services:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance12/31/17
  Fund Return Percentile Rank *
Year to date: 19.42% 20
1 Year: 19.42% 20
Annualized returns:
3 Year: 7.94% 22
5 Year: 10.60% 17
10 Year: 4.28% 67
Since inception: 5.11% 66
Inception date: 06/30/05  
Bear Market: -18.03%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics12/31/17
Alpha 3YR:-3.03
Alpha 5YR:-3.94
Beta 3YR:1.45
Beta 5YR:1.46
R. Squared 3YR:89.56
R. Squared 5YR:89.83
Sharpe 3YR:0.84
Sharpe 5YR:1.17
Std. Dev. 3YR:8.79
Std. Dev. 5YR:8.79
Sector Distribution 
No fund sectors available