Calvert Moderate Allocation Fund Quote
| CMAAX Fund | USD 22.42 0.10 0.44% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Calvert Moderate is trading at 22.42 as of the 22nd of November 2024; that is 0.44% down since the beginning of the trading day. The fund's open price was 22.52. 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 3rd of December 2022 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. 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. More on Calvert Moderate Allocation
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Calvert Research and Management (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Moderate Allocation [CMAAX] is traded in USA and was established 22nd of November 2024. Calvert Moderate is listed under Calvert Research and Management category by Fama And French industry classification. 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 10.97% with the current yeild of 0.02%, while the total return for the last 3 years was 1.81%.
Check Calvert Moderate Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Calvert Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Calvert Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Calvert Moderate Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Calvert Moderate Allocation Mutual Fund Constituents
| CMJIX | Calvert Mid Cap | Mutual Fund | Mid-Cap Blend | |
| CYBIX | Calvert High Yield | Mutual Fund | High Yield Bond | |
| CWVIX | Calvert International Equity | Mutual Fund | Foreign Large Growth | |
| CVMRX | Calvert Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| CULRX | Calvert Ultra Short Duration | Mutual Fund | Ultrashort Bond | |
| CUBRX | Calvert Flexible Bond | Mutual Fund | Nontraditional Bond | |
| CUBIX | Calvert Unconstrained Bond | Mutual Fund | Nontraditional Bond | |
| CSXRX | Calvert Large Cap E | Mutual Fund | Large Blend |
Calvert Moderate All Risk Profiles
| Mean Deviation | 0.3717 | |||
| Semi Deviation | 0.4323 | |||
| Standard Deviation | 0.4654 | |||
| Variance | 0.2166 |
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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