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)$121.9

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:23.12
Avg. P/B:4.69
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 Issues03/31/18
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 Performance03/31/18
  Fund Return Percentile Rank *
Year to date: 0.10% 10
1 Year: 13.99% 10
Annualized returns:
3 Year: 7.69% 12
5 Year: 9.90% 7
10 Year: 6.48% 20
Since inception: 6.22% 34
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 Statistics03/31/18
Alpha 3YR:-1.75
Alpha 5YR:-2.34
Beta 3YR:1.39
Beta 5YR:1.43
R. Squared 3YR:90.30
R. Squared 5YR:90.01
Sharpe 3YR:0.80
Sharpe 5YR:1.06
Std. Dev. 3YR:8.99
Std. Dev. 5YR:8.99
Sector Distribution 
No fund sectors available