Calvert Conservative Allocation Fund (CCLAX) Alternatives
Calvert Conservative Allocation Fund (CCLAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CCLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CCLAX
CCLAX charges 0.41% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among CCLAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | CCLAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | CCLAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | CCLAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | CCLAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | CCLAX vs MAANX |
Best Risk-Adjusted Alternatives to CCLAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | CCLAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | CCLAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | CCLAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | CCLAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | CCLAX vs PMAIX |
Top Performing CCLAX Alternatives (YTD)
CCLAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | CCLAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | CCLAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | CCLAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | CCLAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | CCLAX vs CONWX |
Lowest Volatility Alternatives to CCLAX
CCLAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | CCLAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | CCLAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | CCLAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | CCLAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | CCLAX vs SICIX |
Lowest Drawdown Alternatives to CCLAX
CCLAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | CCLAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | CCLAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | CCLAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | CCLAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | CCLAX vs SICIX |
Other Mutual Funds from Calvert Research and Management
Most popular Calvert Research and Management mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 39 | -7.68% | Jun 30, 2000 | CCLAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -11.00% | Aug 24, 1987 | CCLAX vs CSIEX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 32 | -9.44% | Jun 19, 2015 | CCLAX vs CGJIX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 43 | -1.87% | Jun 19, 2015 | CCLAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Diversified | 83 | -0.39% | Oct 30, 2012 | CCLAX vs CVMIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | -1.74% | Oct 30, 2015 | CCLAX vs CDHIX | |
| Calvert High Yield Bond Fund | High Yield Bonds | 82 | -2.08% | Jul 9, 2001 | CCLAX vs CYBIX | |
| Calvert Focused Value Fund | Large Cap Value Equities | 23 | -4.34% | Apr 28, 2022 | CCLAX vs CRFIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 0.31% | Oct 31, 2006 | CCLAX vs CULAX | |
| Calvert Income Fund | Corporate Bonds | 79 | -0.99% | Oct 12, 1982 | CCLAX vs CFICX |
Often Compared With CCLAX
What investors most often compare with CCLAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin Conservative Allocation Fund | Diversified Portfolio | 63 | -2.51% | Dec 30, 1996 | CCLAX vs FTCIX | |
| Vanguard Small-Cap ETF | Small Cap Growth Equities | 59 | 1.92% | Jan 26, 2004 | CCLAX vs VB | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | CCLAX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | CCLAX vs TPDAX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | CCLAX vs EKBAX | |
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | CCLAX vs FYMIX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | CCLAX vs WWWEX |
Compare CCLAX with Any Fund or Stock
Compare CCLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.