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CVSCX

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Analysis and statistics

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About

CVSCX.US represents the Calvert Sustainable Allocation Fund Class C. It is a mutual fund managed by Calvert Research and Management. The fund aims to provide long-term total return by allocating its assets among a mix of equity and fixed income securities. It invests with a focus on companies and issuers that meet certain environmental, social, and governance (ESG) criteria, reflecting Calvert's commitment to sustainable and responsible investing. The fund's performance is subject to market risks and the risks associated with its investment strategy.
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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: Downgrades in the credit ratings of the bonds held by the fund can negatively impact its value, while upgrades can have a positive effect.

Economic Conditions: Economic growth or recession can influence interest rates and credit risk, affecting bond prices and thus the fund's value.

Inflation Expectations: Higher inflation expectations tend to push interest rates up, lowering bond prices, while lower inflation expectations can have the opposite effect.

Fund Management: The fund manager's decisions regarding bond selection and portfolio allocation can impact the fund's performance and price.

Investor Demand: Increased demand for the fund can drive up its price, while increased selling pressure can lead to price declines.

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