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Calvert Moderate Allocation Fund

CMACX:US
NASDAQ GM
17.02
USD
0.12
0.70%
As of 9:29 AM EDT 9/29/2016
Fund Type
Fund of Funds
52Wk Range
15.14 - 17.23
1 Yr Return
5.81%
YTD Return
3.84%
Previous Close
17.14
52Wk Range
15.14 - 17.23
1 Yr Return
6.93%
YTD Return
3.84%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 09/29/2016)
17.02
Total Assets (m USD) (on 08/31/2016)
248.533
Inception Date
04/29/2005
Last Dividend (on 06/30/2016)
-
Dividend Indicated Gross Yield
-
Fund Managers
NATALIE A TRUNOW / JOSHUA LINDER
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
2.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.00%
Expense Ratio
1.42%
Profile
Calvert Moderate Allocation Fund is an open-end fund incorporated in the USA. The Fund seeks long-term capital appreciation and growth of income, with current income a secondary objective, consistent with the preservation of capital. The Fund invests in a portfolio of underlying Calvert fixed-income, equity and money market funds that meets the Fund's investment criteria.
Address
Calvert Asset Management Company Inc
4550 Montgomery Avenue
Suite 1000N
Bethesda, MD 20814
Phone
1-800-368-2745