Calvert Conservative Allocation Fund Quote
| CFAIX Fund | USD 19.31 0.06 0.31% |
PerformanceGood
| Odds Of DistressLow
|
Calvert Conservative is trading at 19.31 as of the 21st of February 2026; that is 0.31% up since the beginning of the trading day. The fund's open price was 19.25. Calvert Conservative has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 23rd of November 2025 and ending today, the 21st 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
Moving together with Calvert Mutual Fund
Calvert Mutual Fund Highlights
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of February 2026 |
| Fiscal Year End | September |
Calvert Conservative Allocation [CFAIX] is traded in USA and was established 21st 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. The entity is thematically classified as Conservative Funds. This fund currently has accumulated 228.16 M in assets under management (AUM) with no minimum investment requirementsCalvert Conservative is currently producing year-to-date (YTD) return of 1.53% with the current yeild of 0.04%, while the total return for the last 3 years was 8.13%.
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.
Calvert Conservative Risk Profiles
| Mean Deviation | 0.2196 | |||
| Semi Deviation | 0.1109 | |||
| Standard Deviation | 0.287 | |||
| Variance | 0.0824 |
Calvert Conservative Against Markets
Calvert Mutual Fund Analysis Notes
The fund holds about 7.19% of assets under management (AUM) in cash. Calvert Conservative last dividend was 0.06 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 |
Calvert Conservative Thematic Classifications
In addition to having Calvert Conservative mutual fund in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Conservative FundsFunds with low risk and low expected return |
Top Calvert Conservative Allocation Mutual Fund Constituents
| CMJIX | Calvert Mid Cap | Mutual Fund | |
| CBORX | Calvert Bond Fund | Mutual Fund | |
| CYBRX | Calvert High Yield | Mutual Fund | |
| CYBIX | Calvert High Yield | Mutual Fund | |
| CVMRX | Calvert Emerging Markets | Mutual Fund | |
| CULRX | Calvert Ultra Short Duration | Mutual Fund | |
| CUBRX | Calvert Flexible Bond | Mutual Fund | |
| CUBIX | Calvert Unconstrained Bond | Mutual Fund | |
| CSXRX | Calvert Large Cap E | Mutual Fund | |
| COIRX | Calvert International Opportunities | Mutual Fund | |
| CIESX | Calvert International Equity | Mutual Fund | |
| CGJIX | Calvert Large Cap | Mutual Fund | |
| CFORX | Calvert Floating Rate Advantage | Mutual Fund | |
| CFJIX | Calvert Large Cap | Mutual Fund | |
| CEYRX | Calvert Equity Fund | Mutual Fund | |
| CDSRX | Calvert Short Duration | Mutual Fund | |
| TIP | iShares TIPS Bond | Etf | |
| CDHRX | Calvert International Responsible | Mutual Fund | |
| CVMIX | Calvert Emerging Markets | Mutual Fund | |
| CDHIX | Calvert Developed Market | Mutual Fund | |
| COIIX | Calvert International Opportunities | Mutual Fund |
Calvert Conservative Outstanding Bonds
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.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
Calvert Conservative Predictive Daily Indicators
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.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 19.31 | |||
| Day Typical Price | 19.31 | |||
| Price Action Indicator | 0.03 | |||
| Period Momentum Indicator | 0.06 | |||
| Relative Strength Index | 52.29 |
Calvert Conservative Forecast Models
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.
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| ETFs Find actively traded Exchange Traded Funds (ETF) from around the world | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum |