Calvert for Financial Advisors
Mutual Fund Performance

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Fund Prices
as of 3/2/2015
Return
(as of 3/2/2015)
Average Annual Total Returns
(for period ending 2/28/2015)
Fund Name Price $ Change % Change YTD QTD 1 yr 3 yrs 5 yrs 10 yrs Since
Inception
Inception
A Shares
(4.75% Charge)
21.92 0.11 0.50 -0.19 -0.72 4.36 11.90 10.97 n/a 5.37 6/30/2005
A Shares
(No Charge)
20.88 0.11 0.53 4.77 4.21 9.58 13.72 12.05 n/a 5.90 6/30/2005
A Shares
(4.75% Charge)
36.45 0.14 0.38 -2.39 -2.76 5.24 9.00 9.61 5.13 7.86 10/21/1982
A Shares
(No Charge)
34.72 0.13 0.37 2.48 2.10 10.50 10.79 10.67 5.64 8.02 10/21/1982
A Shares
(4.75% Charge)
18.16 0.00 0.00 -2.15 -2.15 2.43 6.34 7.10 n/a 5.20 4/29/2005
A Shares
(No Charge)
17.30 0.00 0.00 2.73 2.73 7.54 8.07 8.14 n/a 5.72 4/29/2005
A Shares
(4.75% Charge)
21.08 0.06 0.28 -1.03 -1.33 3.63 9.20 9.08 n/a 5.32 4/29/2005
A Shares
(No Charge)
20.08 0.06 0.30 3.88 3.57 8.78 10.97 10.15 n/a 5.85 4/29/2005
Fund Expenses (from Prospectus)
(Performance data quoted above already reflects deduction for Fund operating expenses)
Fund Expense Ratio
(if no waiver reimbursement in effect)
Net Expense Ratio
(if waiver reimbursement in effect)
Gross Expense Ratio
(if waiver reimbursement in effect)
Calvert Aggressive Allocation Fund - A Shares (CAAAX) n/a 1.26% 1.59%
Calvert Balanced Portfolio - A Shares (CSIFX) 1.18% n/a n/a
Calvert Conservative Allocation Fund - A Shares (CCLAX) n/a 1.05% 1.29%
Calvert Moderate Allocation Fund - A Shares (CMAAX) 1.38% n/a n/a

Important Performance Disclosure

Calvert Investments does not provide tax advice, and nothing on this site should be construed as tax advice. Before acting on any such information, consult your own accountant or tax advisor.

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member FINRA and subsidiary of Calvert Investments, Inc.

For more information on any Calvert fund, please contact your financial advisor, call Calvert at 800.368.2748, or download a free summary prospectus and/or prospectus. An institutional investor should call Calvert at 800.327.2109. An investor should consider the investment objectives, risks, charges and expenses of an investment carefully before investing. The summary prospectus and prospectus contain this and other information. Read them carefully before you invest or send money.

The Fund also shows the Aggressive Allocation Composite Benchmark (64% Russell 3000 Index; 26% MSCI EAFE Global Investable Market Index; 10% Barclays U.S. Credit Index) because it is more consistent with the Fund's portfolio construction process and represents a more accurate reflection of the Fund's anticipated risk and return patterns.

The Fund also shows the Balanced Composite Benchmark (60% Russell 1000 Index; 40% Barclays U.S. Credit Index) because it is more consistent with the Fund's portfolio construction process and represents a more accurate reflection of the Fund's anticipated risk and return patterns.

The Fund also shows the Conservative Allocation Composite Benchmark (22% Russell 3000 Index; 8% MSCI EAFE Global Investable Market Index; 60% Barclays U.S. Credit Index; 10% Barclays 3-month T-Bill Bellwether Index) because it is more consistent with the Fund's portfolio construction process and represents a more accurate reflection of the Fund's anticipated risk and return patterns.

The Fund also shows the Moderate Allocation Composite Benchmark (47% Russell 3000 Index; 18% MSCI EAFE Global Investable Market Index; 30% Barclays U.S. Credit Index; 5% Barclays 3-month T-Bill Bellwether Index) because it is more consistent with the Fund's portfolio construction process and represents a more accurate reflection of the Fund's anticipated risk and return patterns.


Important Expense Disclosure

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Balanced Portolio through January 31, 2016. Direct net operating expenses will not exceed 0.955% for Class Y shares and 0.72% for Class I shares of the Portfolio. Only the Board of Trustees of the Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes. This limitation does not limit acquired fund fees and expenses that may be incurred by a shareholder.

Calvert has agreed contractually to limit direct net annual operating expenses for Calvert Conservative Allocation Fund, Calvert Moderate Allocation Fund and Calvert Aggressive Allocation Fund through January 31, 2016. This expense limitation does not limit the acquired fund fees and expenses incurred by a shareholder. Direct net operating expenses for each Fund will not exceed 0.44% for Class A Shares of Calvert Conservative Allocation Fund; 0.80% for Class A Shares of Calvert Moderate Allocation Fund; and 0.43% for Class A Shares of Calvert Aggressive Allocation Fund. Direct ordinary operating expenses will not exceed 2.00% for Class C Shares of each Fund.  Only the Board of Trustees of the applicable Fund may terminate the Fund's expense limitation before the contractual period expires, upon 60 days' prior notice to shareholders. Under the terms of the contractual expense limitation, operating expenses do not include interest expense, brokerage commissions, extraordinary expenses and taxes. As a shareholder in underlying Calvert Funds, Calvert Conservative Allocation Fund, Calvert Moderate Allocation Fund and Calvert Aggressive Allocation Fund each will indirectly bear its pro rata share of operating expenses incurred by the underlying Calvert Funds.

Industry classifications provided by MSCI. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used as a basis for other indices or any securities or financial products. This report is not approved, reviewed or produced by MSCI.

G101 (4/09)

Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

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