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Nasdaq - Delayed Quote USD
Calvert Conservative Allocation I (CFAIX)
17.35
-0.35
(-1.98%)
At close: April 4 at 8:00:17 PM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 0.5
Broker Availability
- Protected Investors of America
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Federated TrustConnect
- Mony Securities Corp
- SunAmerica Securities Premier / Pinnacle
- Vanguard NTF
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Scottrade NTF
- Matrix Financial Solutions
- TD Ameritrade Retail
- TD Ameritrade Institutional
- ING Financial Advisers - SAS Funds
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- DailyAccess Corporation Mid-Atlantic
- H Beck Inc.
- Securities America Inc.
- JP Morgan No Load
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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% of its net assets in funds that invest primarily in income securities and 20% to 50% of its net assets in funds that invest primarily in equity securities. The fund may also invest 0% to 10% of its net assets in cash and short-term money market instruments.
Fund Overview
| Category | Allocation--30% to 50% Equity |
| Fund Family | Calvert-OE |
| Net Assets | 235.29M |
| YTD Return | 1.07% |
| Yield | 3.71% |
| Morningstar Rating | |
| Inception Date | Feb 01, 2022 |
Performance & Risk
| YTD Return | 0.34% |
| 5y Average Return | 6.23% |
| Rank in Category (ytd) | 41 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.81 |
| Morningstar Risk Rating |
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