< Return to all mutual funds

Sustainable & Responsible Mutual Fund Chart

Fund Profile:
Calvert Conservative Allocation Fund C Download as PDF for Printing PDF Download

Jump to: General Fund Information | Fund Institution Information | Account Minimums | Methodology | Proxy Voting Information | Specific Screening Information by Category | Performance Data


General Fund Information - [Return to Top]

Ticker: CALCX

Assets under management (AUM): $173.23M (in US$ millions) - See other performance data below

General Fund Type: Equity Specialty

Specific Sizes or Types of Investments: Primarily in a blend of fixed-income and equity securities.

Financial Objective: Seeks current income and capital appreciation, consistent with the preservation of capital

Specific ESG Focus: Calvert believes that responsible corporate behavior can contribute to investment returns and mitigate risk over the long term. For this reason, Calvert incorporates proprietary environmental, social, and governance (ESG) research into many of the underlying Funds' security selection processes. Calvert's team of in-house sustainability analysts evaluates companies across seven broad areas of concern: governance and ethics, the environment, workplace issues, product safety and impact, international operations and human rights, Indigenous Peoples' rights, and community relations.

To invest, call: (800) 368-2748

 


Institution Name:
Calvert Research and Management

Mutual Funds Description: Established in 1976, Calvert is a diversified investment management firm serving individual and institutional investors. Offers a wide array of products including more than 40 equity and fixed income mutual funds, workplace retirement options, and a national 529 college savings program. Recognized as a leader in taxable bond investing, Calvert also manages the largest family of mutual funds in the US that feature integrated environmental, social, and governance research.

Contact info:
4550 Montgomery Ave., Ste. 1000N
Bethesda, MD 20814
United States
Phone: 800-327-2109
Fax: 301-654-7820
Email: aeames@eatonvance.com
Web: http://www.calvert.com (Opens in a new window)

 

Account Minimums - [Return to Top]

Minimum Account: $2,000

Minimum IRA: $1,000

 

Methodology - [Return to Top]

Screening Venue: In-house

Screening Party: Calvert’s Sustainability Analysts

Screening Database Used: Calvert Proprietary Database

Screening Process: Each Fund is a “fund of funds” that seeks to achieve its investment objective by investing in a portfolio of underlying Calvert fixed income and equity funds that meets the Fund’s investment criteria, including financial, sustainability and social responsibility factors. Investments for each underlying fund are first selected for financial soundness and then evaluated according to the Fund’s sustainable and socially responsible investment criteria. In addition, each Fund may invest in cash and short-term money market instruments and, to a limited extent, in ETFs in order to facilitate the periodic rebalancing of the Fund’s portfolio to maintain its target asset allocation, to make tactical asset allocations and to assist in managing cash. The cash, short-term money market instruments, and ETFs in which a Fund may invest will not be subject to sustainable and socially responsible investment criteria and will not be required to meet such criteria otherwise applicable to investments made by that Fund. In addition, the ETFs in which a Fund may invest may hold securities of companies or entities that the Fund could not invest in directly because such companies or entities do not meet the underlying funds’ sustainable and socially responsible investment criteria. The principal purpose of investing in ETFs is not to meet the sustainable and socially responsible investment criteria, but rather to help the Fund meet its investment objective by obtaining market exposure to its target asset allocation. Each Fund’s investment criteria include the sustainable and socially responsible investment criteria of the underlying Calvert Funds in which the Fund invests.

 

Proxy Voting Information - [Return to Top]

Proxy Voting Guidelines or Policies: Open external link in new window

Proxy Voting Records: Open external link in new window

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Combination of Positive and Restricted/Exclusionary Strategies
  • Pollution / Toxics: Combination of Positive and Restricted/Exclusionary Strategies
  • Other Environmental: Combination of Positive and Restricted/Exclusionary Strategies

Social

  • Community Development: Combination of Positive and Restricted/Exclusionary Strategies
  • Diversity & Equal Employment Opportunity: Combination of Positive and Restricted/Exclusionary Strategies
  • Human Rights: Combination of Positive and Restricted/Exclusionary Strategies
  • Labor Relations: Combination of Positive and Restricted/Exclusionary Strategies

Governance

  • Board Issues: Combination of Positive and Restricted/Exclusionary Strategies
  • Executive Pay: Combination of Positive and Restricted/Exclusionary Strategies

Products

  • Alcohol: Restricted/Exclusionary Investment
  • Animal Welfare: Restricted/Exclusionary Investment
  • Defense/Weapons: Restricted/Exclusionary Investment
  • Gambling: Restricted/Exclusionary Investment
  • Tobacco: Restricted/Exclusionary Investment

Other

  • Shareholder Engagement - Shareholder Resolutions: Filed or co-filed with companies on environmental, social or governance issues
  • Shareholder Engagement - Private Dialogue: Conducted with companies on environmental, social or governance issues

Performance Data - [Return to Top]

Data provided by: Bloomberg logo - Information current as of April 30, 2017

Year-to-date rate of return: 3.43%

1-year rate of return: 6.33%

3-year rate of return: 3.5%

5-year rate of return: 4.8%

10-year rate of return: 3.59%

Previous year rate of return: 4.24%

Management fee: 0%

Expense ratio: 1.8%

Standard deviation: 2.2%

Benchmark used: Barclays Capital US Credit | External link (Opens in a new window)

Disclaimer: Investment in mutual funds involves risk, including the possible loss of principal invested. The Fund is subject to asset allocation risk, which is the chance that selection of, and allocation of assets to, the underlying funds will cause the Fund to underperform. The Fund shares the principal risks of each underlying fund in which it invests and pays a proportionate share of the operating expenses of those funds as well as the direct expenses of investing in the Fund. Asset allocation does not ensure a profit or protect against a loss. For more information on any Calvert mutual fund, please contact your financial advisor or call Calvert at 800.368.2748 for a free prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The prospectus contains this and other information. Read it carefully before you invest or send money. Calvert Distributors, Inc., member NASD, a subsidiary of Calvert Group, Ltd.


< Return to all mutual funds