Calvert Conservative Allocation Fund (CCLAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.82: the stock has moved about 18% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCalvert Conservative Allocation Fund (CCLAX) trades at $18.99. Calvert Conservative Allocation Fund (CCLAX) is a 'fund of funds' that invests primarily in underlying Calvert income and equity funds, adhering to responsible investing criteria. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for CCLAX: CCLAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Calvert Conservative Allocation Fund (CCLAX) Financial Services Profile
Calvert Conservative Allocation Fund (CCLAX) is a 'fund of funds' providing a diversified portfolio by investing in underlying Calvert income and equity funds, emphasizing responsible investing. With an allocation strategy of 50-80% in income securities and 20-50% in equity securities, CCLAX offers a conservative approach within the asset management sector.
What Is the Investment Thesis for CCLAX?
Calvert Conservative Allocation Fund (CCLAX), with a market capitalization of $0.23 billion and a beta of 0.82, offers a diversified investment approach through its 'fund of funds' structure. The fund's allocation strategy, with 50-80% in income securities and 20-50% in equity securities, aims to provide a balance between income generation and capital appreciation. A key value driver is its focus on responsible investing criteria, appealing to investors seeking ESG-aligned investments. Growth catalysts include increasing demand for sustainable investment options and the fund's ability to adapt its allocation strategy to changing market conditions. Potential risks include market volatility impacting the performance of underlying funds and changes in investor sentiment towards responsible investing.
Based on FMP financials and quantitative analysis
CCLAX Key Highlights
Market capitalization of $0.23 billion indicates the fund's size and relative market presence.
- Beta of 0.82 suggests lower volatility compared to the overall market, aligning with its conservative allocation strategy.
- Investment strategy focuses on allocating 50-80% of net assets to income securities, providing a stable income stream.
- Allocation of 20-50% of net assets to equity securities allows for potential capital appreciation.
- Emphasis on responsible investing criteria caters to investors seeking ESG-aligned investments.
Who Are CCLAX's Competitors?
CCLAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| ADNRX American Beacon ARK Transformational Innovation Fund | $25.49 | +1.35% | $190M | — |
| BWLAX American Beacon Bridgeway Large Cap Value Fund | $30.01 | +0.50% | $254M | — |
| DNMDX Dunham Monthly Distribution Fund | $28.31 | +0.11% | $308M | — |
| DSCVX BNY Mellon Opportunistic Small Cap Fund | $35.73 | +1.05% | $236M | — |
| FIFNX Fidelity Founders Fund | $27.58 | +1.17% | $212M | — |
| BLK BlackRock, Inc. | $1070.19 | +1.00% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.57 | -0.16% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CCLAX's Key Strengths?
Diversified portfolio through 'fund of funds' structure.
- Emphasis on responsible investing criteria.
- Experienced management team.
- Established brand reputation.
What Are CCLAX's Weaknesses?
Reliance on performance of underlying funds.
- Potential for higher fees due to 'fund of funds' structure.
- Limited control over individual security selection.
- Vulnerability to market volatility.
What Are the Key Risks for CCLAX?
Market volatility impacting underlying fund performance.
- Changes in investor sentiment towards responsible investing.
- Increased competition from other ESG-focused funds.
- Regulatory changes impacting ESG investing.
What Are CCLAX's Competitive Advantages?
- Focus on responsible investing criteria differentiates it from traditional funds.
- Diversified portfolio through 'fund of funds' structure reduces risk.
- Established brand reputation within the Calvert investment family.
- Experienced management team with expertise in ESG investing.
What Does CCLAX Do?
Calvert Conservative Allocation Fund (CCLAX) operates as a 'fund of funds,' strategically allocating its assets among other Calvert funds to achieve its investment objectives. The fund's core strategy revolves around responsible investing criteria, ensuring that its underlying investments align with specific environmental, social, and governance (ESG) standards. CCLAX's investment approach typically involves allocating 50% to 80% of its net assets to funds investing primarily in income securities, such as bonds and other fixed-income instruments. The remaining 20% to 50% is allocated to funds investing primarily in equity securities, providing exposure to potential capital appreciation. Additionally, the fund may allocate 0% to 10% of its net assets to cash and short-term money market instruments, offering liquidity and flexibility in its investment strategy. By diversifying across various asset classes and adhering to responsible investing principles, CCLAX aims to provide investors with a balanced and sustainable investment solution. The fund's structure allows it to adapt to changing market conditions and investor preferences while maintaining a focus on long-term value creation.
What Products and Services Does CCLAX Offer?
- Invests in underlying Calvert funds that meet responsible investing criteria.
- Allocates 50-80% of assets to income securities funds for stable income.
- Allocates 20-50% of assets to equity securities funds for capital appreciation.
- May invest 0-10% of assets in cash and short-term money market instruments.
- Provides a diversified portfolio across various asset classes.
- Offers a conservative investment approach with a focus on ESG principles.
How Does CCLAX Make Money?
- Acts as a 'fund of funds,' investing in other Calvert funds.
- Generates revenue through management fees charged on assets under management (AUM).
- Allocates assets based on investment objectives and responsible investing criteria.
- Provides diversification and professional management to investors.
What Industry Does CCLAX Operate In?
Calvert Conservative Allocation Fund (CCLAX) operates within the asset management industry, which is characterized by increasing demand for diversified investment solutions and responsible investing options. The industry is highly competitive, with numerous players offering various investment strategies and fund structures. Market trends include the growing adoption of ESG principles and the increasing popularity of 'fund of funds' structures that provide diversification and professional management. CCLAX's focus on responsible investing and its conservative allocation strategy position it as a differentiated player in the market.
Who Are CCLAX's Key Customers?
- Individual investors seeking a conservative investment approach.
- Institutional investors looking for ESG-aligned investment options.
- Retirement savers seeking diversified portfolio solutions.
- Investors who prioritize responsible investing and ESG principles.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
| 2026-10-05 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -3.0%.
CCLAX Financials
Bull Case vs Bear Case
Bull Case
- Diversified portfolio through 'fund of funds' structure.
- Emphasis on responsible investing criteria.
- Experienced management team.
- Established brand reputation.
Bear Case
- Reliance on performance of underlying funds.
- Potential for higher fees due to 'fund of funds' structure.
- Limited control over individual security selection.
- Vulnerability to market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CCLAX Latest News
No recent news available for CCLAX.
CCLAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CCLAX.
Price Targets
Wall Street price target analysis for CCLAX.
CCLAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CCLAX; grades run from A+ (80-100) to F (below 30).
What Investors Ask About Calvert Conservative Allocation Fund (CCLAX) — Financials
What are the management fees associated with CCLAX?
As a 'fund of funds,' CCLAX investors should be aware of the potential for layered fees. In addition to the fund's own management fees, the underlying Calvert funds in which CCLAX invests also charge their own management fees.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.