Asset allocation can be a critical 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 may be. 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 Finder Service® to locate one near you.
Asset allocation does not assure a profit or protect against loss. There is no assurance that a diversified portfolio or asset allocation will achieve a better return than a non-diversified portfolio.
The tools and calculators provided on this site are for educational and illustrative purposes only and are not intended to provide investment advice. The information herein has been obtained from sources believed to be reliable, but Calvert makes no representations as to its accuracy or completeness. The accuracy of the calculations and their applicability to your circumstances are not guaranteed. For personal advice regarding your financial situation, please consult with a financial advisor.
E405 (03/09)
