Calvert Conservative Allocation Fund
CCLAX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 1825 Connecticut Avenue Nw Washington DC United States of America 20009
- IPO Date
- Apr 29, 2005
- CIK
- 0000356682
- Website
- calvert.com
- Similar Companies
- Business
- Calvert Conservative Allocation Fund (CCLAX) is a mutual fund managed by Calvert Research and Management, a division of Eaton Vance Management focused on socially responsible investing. The fund seeks total return through a combination of current income and capital appreciation by investing in a diversified portfolio of other mutual funds managed by Calvert and unaffiliated managers; these underlying funds include fixed-income strategies such as investment-grade bonds, high-yield bonds, emerging market debt, municipals, and floating-rate loans, alongside equity strategies emphasizing large-cap value, growth, international, and emerging market stocks. It maintains a conservative allocation typically comprising 70-80% fixed-income and 20-30% equity exposures, with an emphasis on environmental, social, and governance (ESG) criteria across holdings. Headquartered in Boston, Massachusetts, under the Calvert brand established in 1981 (with Eaton Vance roots dating to 1924), the fund operates primarily in the United States, targeting conservative investors seeking income with moderate growth potential and responsible investment principles. It serves individual and institutional clients through broker-dealers, retirement plans, and financial advisors, with assets under management fluctuating based on market conditions and investor flows. Recent developments include enhancements to its ESG integration framework in 2024, aligning with broader Calvert initiatives for climate risk assessment and biodiversity metrics across underlying portfolios; additionally, in late 2023, Eaton Vance announced portfolio manager transitions to bolster fixed-income expertise amid rising interest rates, with no major mergers or liquidations reported as of December 2025. The fund continues to emphasize low-volatility strategies without significant structural changes or new share classes in the past year.