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Calvert Moderate Allocation A (CMAAX)

On Feb 9: 13.86 USD  Up 0.13 (0.95%)  
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CALVERT MODERATE ALLOCATION FUN Delayed quote dataEdit
Net Asset Value: 13.86
Trade Time: Feb 9
Change: Up 0.13 (0.95%)
Prev Close: 13.86
YTD Return*: -2.11%
Net Assets*: 82.09M
Yield*: 1.21%
* As of 31-Jan-10
Calvert Moderate Allocation A (CMAAX)
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HEADLINES
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 2 stars
Total Assets: 82.09M
Category: Moderate Allocation
Total Expense Ratio: 1.55%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -2.11%
5y Avg Return: N/A
Rank in Category (ytd): 809
% Rank in Category (ytd): 64.93%
Beta (3y): 1.11
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term capital appreciation and growth of income. The fund is a fund of funds and seeks to achieve the objective by investing in a portfolio of underlying Calvert fixed-income, equity and money market funds that meet the Fund's investment and social criteria. It intends to invest 50%-80% of assets in underlying Calvert funds that invest primarily in equity securities. The fund invests 20%-50% of assets in CSIF Bond Portfolio, which is primarily in fixed-income securities. The fund also invests 0%-10% in CSIF Money Market portfolio.
Fund Profile - CMAAX Prospectus


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