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Calvert Moderate Allocation Fund

CMAAX:US
NASDAQ GM
19.51
USD
0.01
0.05%
As of 10/17/2017
Fund Type
Fund of Funds
52Wk Range
17.04 - 19.52
1 Yr Return
15.00%
YTD Return
12.13%
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Previous Close
19.52
52Wk Range
17.04 - 19.52
1 Yr Return
15.52%
YTD Return
12.13%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 10/17/2017)
19.51
Total Assets (m USD) (on 10/17/2017)
271.699
Inception Date
04/29/2005
Last Dividend (on 06/30/2017)
-
Dividend Indicated Gross Yield
-
Fund Managers
DAN R STRELOW / JUSTIN H BOURGETTE
Front Load Fee
4.75%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.00%
Expense Ratio
1.18%
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 preserving of capital. It invests in a portfolio of underlying Calvert fixed-income, equity and moneymarket funds that meets the Fund's investment criteria. It tracks a Bloomberg Barclays Index.
Address
Calvert Asset Management Company Inc
4550 Montgomery Avenue
Suite 1000N
Bethesda, MD 20814
Phone
1-800-368-2745