Calvert Aggressive Allocation Fund Quote

CAACX Fund  USD 20.29  0.17  0.83%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Calvert Aggressive is trading at 20.29 as of the 16th of April 2024; that is -0.83 percent down since the beginning of the trading day. The fund's open price was 20.46. Calvert Aggressive has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Calvert Aggressive Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of April 2022 and ending today, the 16th of April 2024. Click here to learn more.
The fund is a fund of funds that seeks to achieve its investment objective by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 80-100 percent of its net assets in funds that invest primarily in equity securities and up to 20 percent of its net assets in funds that invest primarily in income securities. More on Calvert Aggressive Allocation

Moving together with Calvert Mutual Fund

  0.99CDHIX Calvert Developed MarketPairCorr
  0.99CDHAX Calvert Developed MarketPairCorr
  0.68CDICX Calvert Short DurationPairCorr
  0.99CDHRX Calvert InternationalPairCorr
  0.77CDSRX Calvert Short DurationPairCorr
  0.77CDSIX Calvert Short DurationPairCorr
  0.94CVMAX Calvert Emerging MarketsPairCorr

Calvert Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Calvert Aggressive's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Calvert Aggressive or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationCalvert Research and Management Funds, Large Blend Funds, Allocation--85%+ Equity Funds, Allocation--85%+ Equity, Calvert Research and Management (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Calvert Aggressive Allocation [CAACX] is traded in USA and was established 16th of April 2024. Calvert Aggressive is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Allocation--85%+ Equity category and is part of Calvert Research and Management family. This fund currently has accumulated 322.29 M in assets under management (AUM) with no minimum investment requirementsCalvert Aggressive is currently producing year-to-date (YTD) return of 1.96% with the current yeild of 0.01%, while the total return for the last 3 years was 0.19%.
Check Calvert Aggressive 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 Aggressive 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.

Top Calvert Aggressive Allocation Mutual Fund Constituents

CCPIXCalvert Capital AccumulationMutual FundMid-Cap Blend
CGJIXCalvert Large CapMutual FundLarge Growth
CWVIXCalvert International EquityMutual FundForeign Large Growth
CVMRXCalvert Emerging MarketsMutual FundDiversified Emerging Mkts
CSXRXCalvert Large Cap EMutual FundLarge Blend
COIRXCalvert International OpportunitiesMutual FundForeign Small/Mid Growth
CMJIXCalvert Mid CapMutual FundMid-Cap Blend
More Details

Calvert Aggressive Target Price Odds Analysis

Based on a normal probability distribution, the odds of Calvert Aggressive jumping above the current price in 90 days from now is about 60.29%. The Calvert Aggressive Allocation probability density function shows the probability of Calvert Aggressive mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Calvert Aggressive has a beta of 0.9425 suggesting Calvert Aggressive Allocation market returns are sensitive to returns on the market. As the market goes up or down, Calvert Aggressive is expected to follow. Additionally, calvert Aggressive Allocation has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
  Odds Below 20.29HorizonTargetOdds Above 20.29
39.25%90 days
 20.29 
60.29%
Based on a normal probability distribution, the odds of Calvert Aggressive to move above the current price in 90 days from now is about 60.29 (This Calvert Aggressive Allocation probability density function shows the probability of Calvert Mutual Fund to fall within a particular range of prices over 90 days) .

Calvert Aggressive Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Calvert Aggressive market risk premium is the additional return an investor will receive from holding Calvert Aggressive long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Calvert Aggressive. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Calvert Aggressive's alpha and beta are two of the key measurements used to evaluate Calvert Aggressive's performance over the market, the standard measures of volatility play an important role as well.

Calvert Aggressive Against Markets

Picking the right benchmark for Calvert Aggressive mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Calvert Aggressive mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Calvert Aggressive is critical whether you are bullish or bearish towards Calvert Aggressive Allocation at a given time. Please also check how Calvert Aggressive's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Calvert Aggressive without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

Did you try this?

Run Instant Ratings Now

   

Instant Ratings

Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
All  Next Launch Module

How to buy Calvert Mutual Fund?

Before investing in Calvert Aggressive, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Calvert Aggressive. To buy Calvert Aggressive fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Calvert Aggressive. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Calvert Aggressive fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Calvert Aggressive Allocation fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Calvert Aggressive Allocation fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Calvert Aggressive Allocation, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Calvert Aggressive Allocation?

The danger of trading Calvert Aggressive Allocation is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Calvert Aggressive is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Calvert Aggressive. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Calvert Aggressive is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calvert Aggressive Allocation. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators.
Note that the Calvert Aggressive information on this page should be used as a complementary analysis to other Calvert Aggressive's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
Please note, there is a significant difference between Calvert Aggressive's value and its price as these two are different measures arrived at by different means. Investors typically determine if Calvert Aggressive is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calvert Aggressive's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.