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CTSFX

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1m

Analysis and statistics

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About

CTSFX.US represents the Calvert Sustainable Target Allocation Fund, a mutual fund offered by Calvert Research and Management. This fund invests in a mix of other Calvert funds, seeking to provide a diversified portfolio allocation across different asset classes, including stocks and bonds, with a focus on socially responsible and sustainable investing principles. The fund's asset allocation targets are adjusted over time to become more conservative as it approaches its target date, aiming to provide a balance between growth potential and risk management for investors with a long-term investment horizon and an interest in environmental, social, and governance (ESG) factors.
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Factors

Market Interest Rates: Rising interest rates generally decrease bond prices as newly issued bonds offer higher yields, making existing bonds less attractive.

Credit Quality of Holdings: Downgrades in the credit ratings of bonds held by the fund can lower their market value and thus the fund's price.

Overall Economic Conditions: A strong economy can lead to higher interest rates and inflation, affecting bond yields and prices negatively.

Inflation Expectations: Higher inflation expectations often lead to higher interest rates, decreasing the value of bonds and CTSFX.US.

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