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CMLYX Calvert Moderate Allocation Y

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Fund CMLYX Calvert Moderate Allocation Y DODBX Dodge & Cox Balanced MAPOX Mairs & Power Balanced Inv  
100% 85% 85%
Annual Fees
(0.93% Exp. Ratio)
(0.53% Exp. Ratio)
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.19% annual return
$25,866.25 $29,189.86 $27,479.52
Est. savings over 30 yrs +$3,323.62 +$1,613.28
As of 9/30/16
1 YR RETURN 7.28%
3 YR 5.42%
5 YR 9.38%
10 YR 4.55%
1 YR RETURN 12.58%
3 YR 7.74%
5 YR 13.71%
10 YR 5.82%
1 YR RETURN 13.55%
3 YR 7.13%
5 YR 11.95%
10 YR 7.14%
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 regular income, conservation of principal, and an opportunity for long-term growth of principal and income. The fund invests in a diversified portfolio of equity securities and debt securities. Under normal circumstances no less than 25% and no more than 75% of total assets will be invested in equity securities. The fund may invest up to 20% of its total assets in U.S. dollar-denominated securities of non-U.S. issuers traded in the United States that are not in the S&P 500 Index.
The investment seeks to provide capital growth, current income and preservation of capital. The fund emphasizes investments in U.S. common stock and other securities convertible into common stock as well as fixed income securities such as corporate bonds and United States government securities. It may invest in mortgage-backed securities. The fund may also invest in securities of foreign issuers which are listed on a United States stock exchange or are represented by American Depositary Receipts (ADRs).

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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.


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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