Calvert Moderate Allocation Fund Quote

CLAIX Fund  USD 22.56  0.10  0.45%   

Performance

3 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 22

 
High
 
Low
Low
Calvert Moderate is trading at 22.56 as of the 22nd of November 2024; that is 0.45 percent increase since the beginning of the trading day. The fund's open price was 22.46. Calvert Moderate has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Calvert Moderate Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
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. Calvert Moderate is traded on NASDAQ Exchange in the United States.. More on Calvert Moderate Allocation

Moving together with Calvert Mutual Fund

  0.79FBONX American Funds AmericanPairCorr
  0.79FBAFX American Funds AmericanPairCorr
  0.9ABALX American BalancedPairCorr
  0.91BALCX American BalancedPairCorr
  0.9BALFX American BalancedPairCorr
  0.8RLBCX American BalancedPairCorr

Moving against Calvert Mutual Fund

  0.4KF Korea ClosedPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, Calvert Research and Management (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Calvert Moderate Allocation [CLAIX] is traded in USA and was established 22nd of November 2024. The fund is listed under Allocation--50% to 70% Equity category and is part of Calvert Research and Management family. This fund currently has accumulated 385.58 M in assets under management (AUM) with no minimum investment requirementsCalvert Moderate All is currently producing year-to-date (YTD) return of 10.92% with the current yeild of 0.02%, while the total return for the last 3 years was 1.93%.
Check Calvert Moderate Probability Of Bankruptcy

Instrument Allocation

Top Calvert Moderate Allocation Mutual Fund Constituents

COIRXCalvert International OpportunitiesMutual FundForeign Small/Mid Growth
CFORXCalvert Floating Rate AdvantageMutual FundBank Loan
CFJIXCalvert Large CapMutual FundLarge Value
CDHRXCalvert International ResponsibleMutual FundForeign Large Blend
CDHIXCalvert Developed MarketMutual FundForeign Large Blend
COIIXCalvert International OpportunitiesMutual FundForeign Small/Mid Growth
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Calvert Moderate All Risk Profiles

Calvert Moderate Against Markets

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.
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