Calvert Conservative Alloc A
4550 Montgomery Ave Ste 1000n Bethesda MD 02814
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Phone: 800-368-2745
| Category: | Conservative Allocation | | Fund Family: | Calvert | | Net Assets: | 17.64M | | Year-to-Date Return: | -0.74% | | Yield: | 3.94% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Apr-05 |
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John P. Nichols
Lead Manager since
26-Oct-07 | | | Nichols began his career with Calvert Group in 1980 as an SBA loan and portfolio accountant. Since December 1983, he has been an investment officer in the Portfolio Investment Department. Nichols is holds the Chartered Financial Analyst designation, and he is a member of the association for Investment Management and Research and the Washington Society of Investment Analysts. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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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
(27-Mar-08):
| 0.12 | | Last Cap Gain
(6-Dec-07):
| 0.23 | | Annual Holdings Turnover
| 11.00% | | Average for Category:
| 54.30% |
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| Expense | CCLAX | Category
Avg | | Total Expense Ratio: | 0.44%
| 0.98% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 4.96% | | Max Deferred Sales Load: | 0.00%
| 2.79% | | 3 Yr Expense Projection*: |
$974 | $741 | | 5 Yr Expense Projection*: |
$1,397 | $1,150 | | 10 Yr Expense Projection*: |
$2,572 | $2,225 |
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0.65% Nasdaq 
0.27%
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