| | | Morningstar Overall Rating: |  | | Total Assets: | 24.01M | | Category: | Conservative Allocation | | Total Expense Ratio: | % |
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| PERFORMANCE & RISK | 30-Nov-09 |
| YTD Return: | 15.87% | | 5y Avg Return: | N/A | | Rank in Category (ytd): | 485 | | % Rank in Category (ytd): | 75.9% | | Beta (3y): | 0.63 | | Morningstar Risk Rating: | Below average |
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| The investment seeks current income and capital appreciation. The fund is a fund of funds and seeks to achieve the objective by investing in a portfolio of underlying Calvert fixed-income, equity, and money market funds that meets the fund's investment and social criteria. It intends to invest 60% to 80% of net assets in CSIF Bond Portfolio, which invests primarily in fixed-income securities. The fund invests 20%-40% of assets in underlying Calvert funds that invest primarily in equity securities. It also invests 0%-10% in CSIF Money Market Portfolio. | | | Fund Profile
- CCLAX Prospectus
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