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Asset allocation may be the most important factor in determining your portfolio's long-term return, especially in volatile markets. Allocations can range from conservative to aggressive. Conservative allocations will have a large portion invested in bonds and cash, while aggressive allocations will be heavily weighted in stocks. Our Asset Allocator can give you a basic idea of what your optimal portfolio is. Discuss your asset allocation model with your financial advisor, who can help you make the right choices to meet your financial goals. If you don't have a financial advisor, use Calvert's Advisor FinderTM Service to locate one near you.


Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

 
 

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