Calvert Moderate Alloc A
4550 Montgomery Ave Ste 1000n Bethesda MD 02814
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Phone: 800-368-2748
| Category: | Moderate Allocation | | Fund Family: | Calvert | | Net Assets: | 80.87M | | Year-to-Date Return: | -8.06% | | Yield: | 2.30% | | 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 long-term capital appreciation and growth of income. 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 meet the Fund's investment and social criteria. It intends to invest 50%-80% of assets in underlying Calvert funds that invest primarily in equity securities. The fund invests 20%-50% of assets in CSIF Bond Portfolio, which is primarily in fixed-income securities. The fund also invests 0%-10% in CSIF Money Market portfolio. |
| Last Dividend
(26-Jun-08):
| 0.04 | | Last Cap Gain
(6-Dec-07):
| 0.30 | | Annual Holdings Turnover
| 3.00% | | Average for Category:
| 71.15% |
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| Expense | CMAAX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 4.75%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$918 | $626 | | 5 Yr Expense Projection*: |
$1,240 | $953 | | 10 Yr Expense Projection*: |
$2,149 | $1,864 |
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1.49% Nasdaq 
0.27%
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