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Calvert Moderate Allocation A (CMAAX)
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20.65 - YTD Return 4.59%
- Expense Ratio 0.70%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 391.85M
- Beta (5Y Monthly) 1.01
- Yield 2.27%
- 5y Average Return --
- Holdings Turnover 41.00%
- Last Dividend 0.07
- Inception Date May 20, 2016
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% of its net assets in funds that invest primarily in equity securities and 20% to 50% of its net assets in funds that invest primarily in income securities. The fund may also invest 0% to 10% of its net assets in cash and short-term money market instruments.
Calvert Research and Management
Fund Family
Allocation--50% to 70% Equity
Fund Category
391.85M
Net Assets
2016-05-20
Inception Date
Performance Overview: CMAAX
Trailing returns as of 4/23/2024. Category is Allocation--50% to 70% Equity.
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Holdings: CMAAX
Top 10 Holdings (68.31% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCMAAX
Technology 22.81%
Financial Services 18.23%
Healthcare 13.35%
Industrials 12.32%
Consumer Cyclical 10.72%
Consumer Defensive 7.00%
Communication Services 6.13%
Basic Materials 3.49%
Utilities 3.12%
Real Estate 2.34%
Energy 0.49%
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