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Calvert Moderate Allocation Fund

CMACX:US
NASDAQ GM
18.53
USD
0.16
0.87%
As of 2/23/2018
Fund Type
Fund of Funds
52Wk Range
16.67 - 19.09
1 Yr Return
12.04%
YTD Return
1.48%
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Previous Close
18.37
52Wk Range
16.67 - 19.09
1 Yr Return
12.10%
YTD Return
1.48%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 02/23/2018)
18.53
Total Assets (m USD) (on 02/23/2018)
286.666
Inception Date
04/29/2005
Last Dividend (on 12/27/2017)
0.2335
Dividend Indicated Gross Yield
5.04%
Fund Managers
DAN R STRELOW / JUSTIN H BOURGETTE
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 seeks long-term capital appreciation and growth of income, with current income a secondary objective, consistent with preserving of capital by investing 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