Calvert Moderate Allocation Fund (CMAAX) Research
This offering operates as a 'fund of funds,' aiming to fulfill its investment objectives by primarily deploying capital into a selection of Calvert's own income and equity portfolios. These underlying investments are rigorously chosen to align with specific investment criteria, notably encompassing the firm's responsible investing principles. Generally, 50% to 80% of its net assets are directed towards funds predominantly focused on equity securities, with 20% to 50% allocated to funds emphasizing income-generating securities. Furthermore, a small portion, from 0% to 10%, of its net assets may be maintained in cash or short-term money market instruments.
Market snapshot
- Symbol
- CMAAX
- Price
- $25.37
- Day change
- +1.04%
- Market cap
- $411.1M
- 52-week range
- 22.37-25.39
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Calvert Growth Allocation Fund (CAGIX)
- Calvert Conservative Allocation Fund (CCLAX)
- Columbia Select Small Cap Value Fund (CSSZX)
- Green Century Balanced Fund (GCBLX)
- BlackRock MuniYield New York Quality Fund, Inc. (MYN)
- T. Rowe Price Target Retirement 2050 Fund (TRFOX)
- Vanguard Market Neutral Fund Investor Shares (VMNFX)
- Weitz Partners III Opportunity Fund (WPOIX)
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