Calvert Mutual Fund Quote

CAAAX
 Fund
  

USD 23.27  0.05  0.22%   

Market Performance
1 of 100
Odds Of Distress
Less than 1
Calvert Aggressive is trading at 23.27 as of the 28th of November 2022; that is 0.22 percent up since the beginning of the trading day. The fund's open price was 23.22. Calvert Aggressive has a very small chance of experiencing financial distress in the next few years but had a somewhat weak performance during the last 90 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 8th of December 2020 and ending today, the 28th of November 2022. 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. Calvert Aggressive is traded on NASDAQ Exchange in the United States.. More on Calvert Aggressive Allocation

Moving together with Calvert Aggressive

+0.95FILFXStrategic Advisers Steady GrowthPairCorr

Calvert Aggressive 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.
Calvert Aggressive is unlikely to experience financial distress in the next 2 years
The fund holds about 7.2% of its assets under management (AUM) in cash
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Calvert Aggressive's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldFairly Valued
Startdate31st of December 2016
Calvert Aggressive Allocation [CAAAX] is traded in USA and was established 28th of November 2022. The fund is listed under Allocation--85%+ Equity category and is part of Calvert Research and Management family. Calvert Aggressive currently has accumulated 321.55 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 6.15%.
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 Constituents

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 6.38%. 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 0.9104 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, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Calvert Aggressive is significantly underperforming DOW.
  Odds Below 23.27HorizonTargetOdds Above 23.27
93.52%90 days
 23.27 
6.38%
Based on a normal probability distribution, the odds of Calvert Aggressive to move above the current price in 90 days from now is about 6.38 (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.

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.

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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 Shape 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.
Continue to Trending Equities. 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 Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.

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When running Calvert Aggressive price analysis, check to measure Calvert Aggressive's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calvert Aggressive is operating at the current time. Most of Calvert Aggressive's value examination focuses on studying past and present price action to predict the probability of Calvert Aggressive's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Calvert Aggressive's price. Additionally, you may evaluate how the addition of Calvert Aggressive to your portfolios can decrease your overall portfolio volatility.
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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 Calvert Aggressive value 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.