# Calvert Conservative Allocation Fund

Calvert Conservative Allocation Fund is a registered fund series of Calvert Social Investment Fund (series S000008721). Net assets $220.2M as of 2026-03-31.

## Profile

- Series ID: S000008721
- Registrant: Calvert Social Investment Fund
- LEI: 549300KT8RN5IFBZID29
- Net assets: $220.2M
- Total assets: $220.7M
- As of: 2026-03-31
- Type: Fund of funds

## Advisers

- [Calvert Research and Management (Advisor)](https://search.stillhousedata.com/firm/285127)

## Top holdings (24 reported)

_Showing 15 of 24 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Calvert Bond Fund](https://search.stillhousedata.com/security/131582322) | — | $59.1M | 2683.91% |
| [Calvert Core Bond Fund](https://search.stillhousedata.com/security/131582330) | — | $39.8M | 1806.56% |
| [Calvert US Large Cap Growth Responsible Index Fund](https://search.stillhousedata.com/security/131618472) | — | $20.2M | 919.36% |
| [Calvert US Large Cap Core Responsible Index Fund](https://search.stillhousedata.com/security/131582298) | — | $19.7M | 895.15% |
| [Calvert Mortgage Access Fund](https://search.stillhousedata.com/security/131582231) | — | $15.5M | 703.71% |
| [Calvert Flexible Bond Fund](https://search.stillhousedata.com/security/13161X840) | — | $8.6M | 390.27% |
| [Calvert International Responsible Index Fund](https://search.stillhousedata.com/security/13161Y848) | — | $7.8M | 353.66% |
| [Calvert Floating-Rate Advantage Fund](https://search.stillhousedata.com/security/13161X865) | — | $7.6M | 343.98% |
| [Calvert US Large Cap Value Responsible Index Fund](https://search.stillhousedata.com/security/131618464) | — | $7.5M | 342.17% |
| [Calvert High Yield Bond Fund](https://search.stillhousedata.com/security/131582272) | — | $7.4M | 335.22% |
| [Calvert Equity Fund](https://search.stillhousedata.com/security/131582280) | — | $5.8M | 264.51% |
| [Calvert International Equity Fund](https://search.stillhousedata.com/security/131649741) | — | $5.8M | 261.55% |
| [Calvert Emerging Markets Advancement Fund](https://search.stillhousedata.com/security/131649717) | — | $4.5M | 202.20% |
| [Calvert Ultra-Short Duration Income Fund](https://search.stillhousedata.com/security/131582314) | — | $2.3M | 104.54% |
| [Calvert Emerging Markets Equity Fund](https://search.stillhousedata.com/security/131649766) | — | $1.9M | 88.52% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $220.2M |
| 2025-12-31 | $229.1M |
| 2025-09-30 | $229.5M |
| 2025-06-30 | $230.9M |
| 2025-03-31 | $229.2M |
| 2024-12-31 | $234.1M |
| 2024-09-30 | $247.0M |
| 2024-06-30 | $239.7M |

## More

- [Registrant: Calvert Social Investment Fund](https://search.stillhousedata.com/registrant/356682)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000008721.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.