Calvert Conservative Allocation Fund (CCLAX) Research
The Calvert Conservative Allocation Fund functions as a "fund of funds," meaning it pursues its investment goals primarily by distributing its capital among various other Calvert-managed bond and stock portfolios. These underlying funds are carefully selected based on specific investment parameters, including the firm's responsible investing principles. Generally, the Fund allocates between 50% and 80% of its total assets to funds focused on income-generating securities, while dedicating 20% to 50% of its assets to funds primarily invested in equities. Up to 10% of the Fund's net assets may also be held in cash or highly liquid short-term money market instruments.
Market snapshot
- Symbol
- CCLAX
- Price
- $19.66
- Day change
- +0.67%
- Market cap
- $222.8M
- 52-week range
- 18.19-19.67
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Beacon ARK Transformational Innovation Fund (ADNRX)
- American Beacon Bridgeway Large Cap Value Fund (BWLAX)
- Dunham Monthly Distribution Fund (DNMDX)
- BNY Mellon Opportunistic Small Cap Fund (DSCVX)
- Fidelity Founders Fund (FIFNX)
- Highland Global Allocation Fund (HGLB)
- SGI U.S. Large Equity Fund (LVOLX)
- Matthews Emerging Markets Sustainable Future Fund (MASGX)
Open Calvert Conservative Allocation Fund (CCLAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.