Calvert Conservative Allocation Fund Quote
| CAARX Fund | USD 18.95 0.06 0.32% |
PerformanceSolid
| Odds Of DistressLow
|
Calvert Conservative is trading at 18.95 as of the 10th of October 2025; that is 0.32 percent increase since the beginning of the trading day. The fund's open price was 18.89. Calvert Conservative has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of October 2023 and ending today, the 10th of October 2025. Click here to learn more.
The fund is a fund of funds that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50-80 percent of its net assets in funds that invest primarily in income securities and 20 percent to 50 percent of its net assets in funds that invest primarily in equity securities. More on Calvert Conservative Allocation
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Calvert Mutual Fund Highlights
| Update Date | 30th of September 2025 |
Calvert Conservative Allocation [CAARX] is traded in USA and was established 10th of October 2025. Calvert Conservative is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Calvert Research and Management family. The entity is thematically classified as Conservative Funds. This fund currently has accumulated 249.98 M in assets under management (AUM) with no minimum investment requirementsCalvert Conservative is currently producing year-to-date (YTD) return of 6.1% with the current yeild of 0.04%, while the total return for the last 3 years was 5.95%.
Check Calvert Conservative Probability Of Bankruptcy
Calvert Conservative Risk Profiles
| Mean Deviation | 0.2061 | |||
| Standard Deviation | 0.2675 | |||
| Variance | 0.0716 | |||
| Downside Variance | 0.0744 |
Calvert Conservative Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Conservative financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Conservative security.
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