Calvert Conservative Allocation FundCALCX
Type
Mutual fund
Peer group
Allocation
Net assets
$220.2M
Expense ratio
1.80%
1-year return
+6.5%
3 years, a year
+6.0%
5 years, a year
+2.0%
Holdings
24
What it aims to do.
The Funds investment objective is to seek current income and capital appreciation, consistent with the preservation of capital.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Calvert Bond Fund | 26.84% |
| Calvert Core Bond Fund | 18.07% |
| Calvert US Large Cap Growth Responsible Index Fund | 9.19% |
| Calvert US Large Cap Core Responsible Index Fund | 8.95% |
| Calvert Mortgage Access Fund | 7.04% |
| Calvert Flexible Bond Fund | 3.90% |
| Calvert International Responsible Index Fund | 3.54% |
| Calvert Floating-Rate Advantage Fund | 3.44% |
| Calvert US Large Cap Value Responsible Index Fund | 3.42% |
| Calvert High Yield Bond Fund | 3.35% |
More on CALCX.
- CALCX overview
- CALCX holdings
- CALCX risk
- CALCX costs
- CALCX money in and out
- CALCX share classes
- Compare CALCX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.