Calvert Conservative is trading at 19.09 as of the 5th of February 2026; that is 0.26% down since the beginning of the trading day. The fund's open price was 19.14. Calvert Conservative has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 7th of November 2025 and ending today, the 5th of February 2026. 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
Calvert Conservative Allocation [CCLAX] is traded in USA and was established 5th of February 2026. 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 229.13 M in assets under management (AUM) with no minimum investment requirementsCalvert Conservative is currently producing year-to-date (YTD) return of 1.21% with the current yeild of 0.03%, while the total return for the last 3 years was 7.6%.
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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.
The fund holds about 7.19% of assets under management (AUM) in cash. Calvert Conservative last dividend was 0.05 per share. Large Blend For more info on Calvert Conservative Allocation please contact the company at 800-368-2745.
Calvert Conservative Investment Alerts
The fund holds about 7.19% of its assets under management (AUM) in cash
Top Calvert Conservative Allocation Mutual Fund Constituents
Calvert Conservative issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calvert Conservative uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Calvert bonds can be classified according to their maturity, which is the date when Calvert Conservative Allocation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Calvert Conservative intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Conservative mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Calvert Conservative's time-series forecasting models are one of many Calvert Conservative's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Conservative's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
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.