Calvert Moderate Mutual Fund Money Managers
CMACX Fund | USD 21.08 0.09 0.43% |
Break down of Calvert Moderate's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Calvert Moderate's future under-performance.
Calvert |
Symbol | CMACX |
Name | Calvert Moderate Allocation |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Calvert Moderate Allocation Leadership is currently not available.
If you believe this information is not accurate please let us know and we will check it out. Check all delisted instruments across multiple markets.Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.
Thematic Opportunities
Explore Investment Opportunities
Calvert Moderate Net Asset Comparison
Calvert Moderate Allocation is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 4.8 Billion. Calvert Moderate holds roughly 385.58 Million in net asset claiming about 8% of funds in Allocation--50% to 70% Equity category.
Calvert Moderate All Benchmark Summation
Operator |
The output start index for this execution was zero with a total number of output elements of sixty-one. Calvert Moderate All Price Series Summation is a cross summation of Calvert Moderate price series and its benchmark/peer.
About Calvert Moderate Management Performance
The success or failure of an entity such as Calvert Moderate All often depends on how effective the management is. Calvert Moderate management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Calvert management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Calvert management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund is a fund of funds that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50-80 percent of its net assets in funds that invest primarily in equity securities and 20 percent to 50 percent of its net assets in funds that invest primarily in income securities. The fund may also invest 0 percent to 10 percent of its net assets in cash and short-term money market instruments.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Other Information on Investing in Calvert Mutual Fund
Calvert Moderate financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Moderate security.
Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
Commodity Directory Find actively traded commodities issued by global exchanges | |
Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |