Calvert Conservative Allocation Fund Quote

CFAIX Fund  USD 18.48  0.02  0.11%   

Performance

Solid

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Calvert Conservative is trading at 18.48 as of the 4th of July 2025; that is 0.11% up since the beginning of the trading day. The fund's open price was 18.46. Calvert Conservative has less than a 15 % 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 4th of June 2025 and ending today, the 4th of July 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

Moving together with Calvert Mutual Fund

  0.95CDHIX Calvert Developed MarketPairCorr
  0.94CDHAX Calvert Developed MarketPairCorr
  0.81CDICX Calvert Short DurationPairCorr
  0.94CDHRX Calvert InternationalPairCorr
  0.84CDSRX Calvert Short DurationPairCorr
  0.88CDSIX Calvert Short DurationPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Blend Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Calvert Research and Management, Large Blend, Allocation--30% to 50% Equity (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Calvert Conservative Allocation [CFAIX] is traded in USA and was established 4th of July 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. This fund currently has accumulated 264 M in assets under management (AUM) with no minimum investment requirementsCalvert Conservative is currently producing year-to-date (YTD) return of 2.83% with the current yeild of 0.04%, while the total return for the last 3 years was 4.72%.
Check Calvert Conservative Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Conservative Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Calvert Conservative Allocation Mutual Fund Constituents

CMJIXCalvert Mid CapMutual FundMid-Cap Blend
CBORXCalvert Bond FundMutual FundIntermediate Core-Plus Bond
CYBRXCalvert High YieldMutual FundHigh Yield Bond
CYBIXCalvert High YieldMutual FundHigh Yield Bond
CVMRXCalvert Emerging MarketsMutual FundDiversified Emerging Mkts
CULRXCalvert Ultra Short DurationMutual FundUltrashort Bond
CUBRXCalvert Flexible BondMutual FundNontraditional Bond
CUBIXCalvert Unconstrained BondMutual FundNontraditional Bond
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Calvert Conservative Risk Profiles

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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