Calvert Moderate Cash Position Weight vs. Annual Yield

CMAAX Fund  USD 22.77  0.04  0.18%   
Based on the measurements of profitability obtained from Calvert Moderate's financial statements, Calvert Moderate Allocation may not be well positioned to generate adequate gross income at this time. It has a very high probability of underperforming in January. Profitability indicators assess Calvert Moderate's ability to earn profits and add value for shareholders.
For Calvert Moderate profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calvert Moderate to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calvert Moderate Allocation utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calvert Moderate's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calvert Moderate Allocation over time as well as its relative position and ranking within its peers.
  
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Please note, there is a significant difference between Calvert Moderate's value and its price as these two are different measures arrived at by different means. Investors typically determine if Calvert Moderate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calvert Moderate's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

Calvert Moderate All Annual Yield vs. Cash Position Weight Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining Calvert Moderate's current stock value. Our valuation model uses many indicators to compare Calvert Moderate value to that of its competitors to determine the firm's financial worth.
Calvert Moderate Allocation is the top fund in cash position weight among similar funds. It also is the top fund in annual yield among similar funds . The ratio of Cash Position Weight to Annual Yield for Calvert Moderate Allocation is about  296.67 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calvert Moderate's earnings, one of the primary drivers of an investment's value.

Calvert Annual Yield vs. Cash Position Weight

Percentage of fund asset invested in cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.

Calvert Moderate

Cash Percentage

 = 

% of Cash

in the fund

 = 
6.23 %
Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.

Calvert Moderate

Yield

 = 

Income from Security

Current Share Price

 = 
0.02 %
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.

Calvert Annual Yield Comparison

Calvert Moderate is currently under evaluation in annual yield among similar funds.

Calvert Moderate Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Calvert Moderate, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calvert Moderate will eventually generate negative long term returns. The profitability progress is the general direction of Calvert Moderate's change in net profit over the period of time. It can combine multiple indicators of Calvert Moderate, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
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. The fund may also invest 0 percent to 10 percent of its net assets in cash and short-term money market instruments.

Calvert Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on Calvert Moderate. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Calvert Moderate position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Calvert Moderate's important profitability drivers and their relationship over time.

Use Calvert Moderate in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Calvert Moderate position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Calvert Moderate will appreciate offsetting losses from the drop in the long position's value.

Calvert Moderate Pair Trading

Calvert Moderate Allocation Pair Trading Analysis

The ability to find closely correlated positions to Calvert Moderate could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calvert Moderate when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Calvert Moderate - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Calvert Moderate Allocation to buy it.
The correlation of Calvert Moderate is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Calvert Moderate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calvert Moderate All moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Calvert Moderate can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Calvert Moderate position

In addition to having Calvert Moderate in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Natural Foods Thematic Idea Now

Natural Foods
Natural Foods Theme
Companies producing natural foods including dairy products and different types of meets. The Natural Foods theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Natural Foods Theme or any other thematic opportunities.
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Other Information on Investing in Calvert Mutual Fund

To fully project Calvert Moderate's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calvert Moderate All at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Calvert Moderate's income statement, its balance sheet, and the statement of cash flows.
Potential Calvert Moderate investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although Calvert Moderate investors may work on each financial statement separately, they are all related. The changes in Calvert Moderate's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Calvert Moderate's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.
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