Calvert Moderate Allocation Fund Quote

CLAIX Fund  USD 22.04  0.12  0.55%   

Performance

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Odds Of Distress

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Low
Calvert Moderate is trading at 22.04 as of the 20th of March 2025; that is 0.55 percent increase since the beginning of the trading day. The fund's open price was 21.92. 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 20th of December 2024 and ending today, the 20th of March 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

  0.95FBONX American Funds AmericanPairCorr
  0.63FBAFX American Funds AmericanPairCorr
  0.95ABALX American BalancedPairCorr
  0.95BALCX American BalancedPairCorr
  0.95BALFX American BalancedPairCorr
  0.95RLBCX American BalancedPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, Calvert Research and Management (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of February 2023
Fiscal Year EndSeptember
Calvert Moderate Allocation [CLAIX] is traded in USA and was established 20th of March 2025. 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 0.09% with the current yeild of 0.03%, while the total return for the last 3 years was 5.38%.
Check Calvert Moderate Probability Of Bankruptcy

Instrument Allocation

Top Calvert Moderate Allocation Mutual Fund Constituents

CMJIXCalvert Mid CapMutual FundMid-Cap Blend
CYBIXCalvert High YieldMutual FundHigh Yield Bond
CWVIXCalvert International EquityMutual FundForeign Large Growth
CVMRXCalvert Emerging MarketsMutual FundDiversified Emerging Mkts
CULRXCalvert Ultra Short DurationMutual FundUltrashort Bond
CUBRXCalvert Flexible BondMutual FundNontraditional Bond
CUBIXCalvert Unconstrained BondMutual FundNontraditional Bond
CSXRXCalvert Large Cap EMutual FundLarge Blend
More Details

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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