Calvert Moderate Allocation Fund Quote
| CMACX Fund | USD 20.84 0.25 1.21% |
PerformanceVery Weak
| Odds Of DistressLow
|
Calvert Moderate is trading at 20.84 as of the 28th of May 2025; that is 1.21 percent increase since the beginning of the trading day. The fund's open price was 20.59. Calvert Moderate has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of April 2025 and ending today, the 28th of May 2025. 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
Calvert Mutual Fund Highlights
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Calvert Moderate Allocation [CMACX] is traded in USA and was established 28th of May 2025. 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. The entity is thematically classified as Large Blend Funds. 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 1.44% with the current yeild of 0.02%, while the total return for the last 3 years was 6.45%.
Check Calvert Moderate Probability Of Bankruptcy
Instrument Allocation
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 | 0.7299 | |||
| Semi Deviation | 1.16 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.29 |
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.
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Bond Analysis Evaluate and analyze corporate bonds as a potential investment for your portfolios. | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities |