• Fund Type: Fund of Funds
  • Objective: Aggressive Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

Calvert Aggressive Allocation Fund

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CAACX:US

18.73 USD 0.30 1.58%

As of 09:29:30 ET on 07/31/2014.

Snapshot for Calvert Aggressive Allocation Fund (CAACX)

Year To Date: +1.46% 3-Month: +1.52% 3-Year: +9.94% 52-Week Range: 16.60 - 19.43
1-Month: -2.40% 1-Year: +10.65% 5-Year: +10.96% Beta vs RAY: 0.94

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  • CAACX:US 18.73
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Fund Profile & Information for CAACX

Calvert Aggressive Allocation Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. The Fund invests in a portfolio of underlying Calvert fixed-income, equity and money market funds that meets the Fund's investment and social criteria.

Inception Date: 06-30-2005 Telephone: 1-800-368-2745
Managers: NATALIE TRUNOW
Web Site: www.calvert.com

Fundamentals for CAACX

NAV (on 2014-07-31) 18.73
Assets (M) (on 2014-07-31) 97.14
Fund Leveraged N
Minimum Investment 2,000.00
Minimum Subsequent Investment 250.00

Dividends for CAACX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2013-12-26) 0.12
Dividend Yield (ttm) 2.74

Fees & Expenses for CAACX

Front Load 0.00
Back Load 1.00
Current Mgmt Fee 0.00
Redemption Fee 2.00
12b1 Fee 1.00
Expense Ratio 1.63

Top Fund Holdings for CAACX

Filing Date: 06/30/2014
Name Position Value % of Total
Calvert Large Cap Core Portfol 1,010,556 24,334,180 24.740%
Calvert Equity Portfolio 376,822 20,329,571 20.668%
Calvert International Equity F 758,694 14,233,092 14.470%
Calvert Small Cap Fund 403,065 10,342,654 10.515%
Calvert International Opportun 522,700 9,000,890 9.151%
Calvert Emerging Markets Equit 430,435 5,940,000 6.039%
Calvert Capital Accumulation F 135,539 5,723,792 5.819%
Calvert Bond Portfolio 281,330 4,518,162 4.593%
Calvert Social Index Fund 163,845 3,008,189 3.058%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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