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Calvert Moderate Allocation Fund

CMACX:US
NASDAQ GM
16.76
USD
0.05
0.30%
As of 9:29 AM EST 1/19/2017
Fund Type
Fund of Funds
52Wk Range
14.79 - 17.12
1 Yr Return
13.23%
YTD Return
0.72%
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Previous Close
16.81
52Wk Range
14.79 - 17.12
1 Yr Return
13.57%
YTD Return
0.72%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 01/19/2017)
16.76
Total Assets (m USD) (on 01/19/2017)
248.177
Inception Date
04/29/2005
Last Dividend (on 12/28/2016)
0.32902
Dividend Indicated Gross Yield
7.85%
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
1.93%
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