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CMAAX Calvert Moderate Allocation A

3 lower fee alternatives found

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Fund CMAAX Calvert Moderate Allocation A PRWCX T. Rowe Price Capital Appreciation CMLYX Calvert Moderate Allocation Y  
Similarity
?
100% 86% 100%
Annual Fees
?
$122.96
(1.18% Exp. Ratio)
$72.94
(0.70% Exp. Ratio)
$96.91
(0.93% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.20% annual return
$24,094.32 $27,864.21 $25,991.67
Est. savings over 30 yrs +$3,769.88 +$1,897.34
Return
As of 10/31/16
1 YR RETURN 1.21%
3 YR 4.00%
5 YR 7.68%
10 YR 4.13%
1 YR RETURN 5.42%
3 YR 9.29%
5 YR 12.32%
10 YR 8.12%
1 YR RETURN 1.38%
3 YR 4.06%
5 YR 7.72%
10 YR 4.15%
Description
The investment seeks long-term capital appreciation and growth of income, with current income a secondary objective, consistent with the preservation of capital. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in a portfolio of underlying Calvert fixed-income and equity funds that meets the fund's investment criteria, including financial, sustainability and social responsibility factors. It may also invest in cash and short-term money market instruments.
The investment seeks long-term capital appreciation. The fund normally invests at least 50% of its total assets in stocks and the remaining assets are generally invested in convertible securities, corporate and government debt (including mortgage- and asset-backed securities), and bank loans (which represent an interest in amounts owed by a borrower to a syndicate of lenders) in keeping with the fund's objective. It may also invest up to 25% of its total assets in foreign securities.
The investment seeks long-term capital appreciation and growth of income, with current income a secondary objective, consistent with the preservation of capital. The fund is a "fund of funds" that seeks to achieve its investment objective by investing primarily in a portfolio of underlying Calvert fixed-income and equity funds that meets the fund's investment criteria, including financial, sustainability and social responsibility factors. It may also invest in cash and short-term money market instruments.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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