Calvert Conservative Allocation Fund Quote

CAARX Fund  USD 18.90  0.12  0.64%   

Performance

Fair

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Calvert Conservative is trading at 18.90 as of the 24th of November 2025; that is 0.64 percent increase since the beginning of the trading day. The fund's open price was 18.78. 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 26th of August 2025 and ending today, the 24th of November 2025. Click here to learn more.

Moving together with Calvert Mutual Fund

  0.91VWINX Vanguard Wellesley IncomePairCorr
  0.8VWIAX Vanguard Wellesley IncomePairCorr
  0.96BKMIX Blackrock Multi AssetPairCorr
  0.83HBLTX Hartford BalancedPairCorr
  0.8HBLRX Hartford BalancedPairCorr
  0.82HBLSX Hartford BalancedPairCorr

Moving against Calvert Mutual Fund

  0.92USPSX Profunds Ultrashort Downward RallyPairCorr
  0.92USPIX Profunds Ultrashort Downward RallyPairCorr
  0.45PDI Pimco Dynamic IncomePairCorr

Calvert Mutual Fund Highlights

Thematic IdeaConservative Funds (View all Themes)
Fund ConcentrationConservative Funds, Allocation--30% to 50% Equity, Calvert Research and Management, Large Blend, Allocation--30% to 50% Equity (View all Sectors)
Update Date30th of September 2025
Calvert Conservative Allocation [CAARX] is traded in USA and was established 24th of November 2025. 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 249.98 M in assets under management (AUM) with no minimum investment requirementsCalvert Conservative is currently producing year-to-date (YTD) return of 6.1% with the current yeild of 0.03%, while the total return for the last 3 years was 5.95%.
Check Calvert Conservative Probability Of Bankruptcy

Calvert Conservative Risk Profiles

Calvert Conservative Against Markets

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.
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