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Calvert Aggresive Allocation C (CAACX)
General Fund Information
Calvert Funds
4550 Montgomery Avenue Suite 1000
Bethesda MD 20814
(800) 368-2745
www.calvert.com
Category:Balanced Funds
Style:Large Cap
Assets: ($ millions)$17.7

Account min.:$2,000
Reinvest. min.:$250
IRA account min.:$1,000
IRA reinvest min.:250.00
Type:Balanced
Expenses:1.73%
Max. defer. load: 
Max. front load: 
Avg. P/E:23.62
Avg. P/B:4.69
Avg. YTM: 
Avg. Coupon Rate: 
Fund Description
The Calvert Aggresive Allocation Fund seeks long-term capital appreciation. The fund is a fund of funds and invests in a portfolio of underlying Calvert fixed-income, equity and money market funds that meets the Fund's investment and social criteria. The fund intends to invest 80% to 100% of assets in underlying Calvert Funds, 0% to 20% of net assets in CSIF Bond Portfolio, and 0% to 5% in CSIF Money Market Portfolio.
Social Issues08/31/17
Shareholder activism:
Community investment:
Environment:
Human rights:
Employment:
Products and Services:
Weapons:
Animal testing:
Nuclear power:
Alcohol, tobacco & gambling:
Other:

P = Positive screen: fund seeks companies with a positive record or achievement.
R = Restricted investment: the fund has minimum criteria related to this issue.
X = Exclusionary screen: fund avoids companies involved with this issue.
"-" Fund does not screen for this criteria.
Fund Performance08/31/17
  Fund Return Percentile Rank *
Year to date: 11.99% 20
1 Year: 15.02% 10
Annualized returns:
3 Year: 5.86% 17
5 Year: 10.09% 17
10 Year: 3.70% 76
Since inception: 4.70% 70
Inception date: 06/30/05  
Bear Market: -18.03%  
Bear Market Period:     —      

* Percentile rank compares the performance of a fund to other funds with similar investing goals and styles. Funds with a percentile rank of 10 performed better than 90 percent of their peers. Funds with a percentile rank of 70 performed worse than 69 percent of their peers.
MPT Statistics08/31/17
Alpha 3YR:-3.82
Alpha 5YR:-3.37
Beta 3YR:1.46
Beta 5YR:1.45
R. Squared 3YR:89.72
R. Squared 5YR:89.09
Sharpe 3YR:0.60
Sharpe 5YR:1.11
Std. Dev. 3YR:8.88
Std. Dev. 5YR:8.88
Sector Distribution 
No fund sectors available

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