Calvert Funds (CAAAX)
General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
www.calvert.com
Category:Balanced Funds
Style:Large Blend
Assets: ($ millions)$126.5

Account min.:$1,000
Reinvest. min.: 
IRA account min.:$1,000
IRA reinvest min.: 
Type:Balanced
Expenses:0.96%
Max. defer. load: 
Max. front load:4.75%
Avg. P/E:21.43
Avg. P/B:4.80
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 Issues07/31/18
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

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 Performance07/31/18
  Fund Return Percentile Rank *
Year to date: 2.93% 19
1 Year: 10.30% 17
Annualized returns:
3 Year: 8.00% 18
5 Year: 9.04% 12
10 Year: 7.05% 21
Since inception: 6.28% 35
Inception date: 06/30/05  
Bear Market: -17.54%  
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 Statistics07/31/18
Alpha 3YR:-3.01
Alpha 5YR:-3.15
Beta 3YR:1.41
Beta 5YR:1.43
R. Squared 3YR:91.04
R. Squared 5YR:89.63
Sharpe 3YR:0.80
Sharpe 5YR:0.97
Std. Dev. 3YR:8.82
Std. Dev. 5YR:8.82
Sector Distribution 
No fund sectors available