Calvert Moderate Allocation Fund Quote

CLAIX Fund  USD 24.03  0.03  0.12%   

Performance

Fair

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Calvert Moderate is trading at 24.03 as of the 30th of January 2026; that is 0.12 percent decrease since the beginning of the trading day. The fund's open price was 24.06. Calvert Moderate has about a 20 % 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. The performance scores are derived for the period starting the 1st of November 2025 and ending today, the 30th of January 2026. 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

  0.9ABALX American BalancedPairCorr
  0.88BALCX American BalancedPairCorr
  0.98BALFX American BalancedPairCorr
  0.92FBONX American Funds AmericanPairCorr
  0.92FBAFX American Funds AmericanPairCorr
  0.92RLBCX American BalancedPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, Calvert Research and Management (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of February 2025
Fiscal Year EndSeptember
Calvert Moderate Allocation [CLAIX] is traded in USA and was established 30th of January 2026. 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 390.75 M in assets under management (AUM) with no minimum investment requirementsCalvert Moderate All is currently producing year-to-date (YTD) return of 1.66% with the current yeild of 0.03%, while the total return for the last 3 years was 10.9%.
Check Calvert Moderate Probability Of Bankruptcy

Instrument Allocation

Calvert Moderate All Risk Profiles

Calvert Moderate Against Markets

Calvert Mutual Fund Analysis Notes

The fund holds about 6.23% of assets under management (AUM) in cash. Calvert Moderate All last dividend was 0.04 per share. Large Blend For more info on Calvert Moderate Allocation please contact the company at 800-368-2745.

Calvert Moderate All Investment Alerts

The fund holds about 6.23% of its assets under management (AUM) in cash

Top Calvert Moderate Allocation Mutual Fund Constituents

CMJIXCalvert Mid CapMutual Fund
CYBIXCalvert High YieldMutual Fund
CWVIXCalvert International EquityMutual Fund
CVMRXCalvert Emerging MarketsMutual Fund
CSXRXCalvert Large Cap EMutual Fund
CYBRXCalvert High YieldMutual Fund
CIESXCalvert International EquityMutual Fund
CGJIXCalvert Large CapMutual Fund
CFORXCalvert Floating Rate AdvantageMutual Fund
CEYRXCalvert Equity FundMutual Fund
CEFIXCongressional Effect FundMutual Fund
CDHRXCalvert International ResponsibleMutual Fund
CVMIXCalvert Emerging MarketsMutual Fund
CDHIXCalvert Developed MarketMutual Fund
COIIXCalvert International OpportunitiesMutual Fund

Calvert Moderate Outstanding Bonds

Calvert Moderate issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calvert Moderate All uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Calvert bonds can be classified according to their maturity, which is the date when Calvert Moderate Allocation has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Calvert Moderate Predictive Daily Indicators

Calvert Moderate intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Moderate mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Calvert Moderate Forecast Models

Calvert Moderate's time-series forecasting models are one of many Calvert Moderate's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Moderate's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

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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