Calvert Moderate Allocation Fund Class C
CMACX
NASDAQ
| Weiss Ratings | CMACX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CMACX-NASDAQ | Click to Compare |
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| Provider | Calvert Research and Management | |||
| Manager/Tenure (Years) | Schuyler Hooper (4), Jim Caron (2) | |||
| Website | http://www.calvert.com | |||
| Fund Information | CMACX-NASDAQ | Click to Compare |
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| Fund Name | Calvert Moderate Allocation Fund Class C | |||
| Category | Global Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Apr 29, 2005 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | CMACX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.72% | |||
| Dividend | CMACX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.66% | |||
| Asset Allocation | CMACX-NASDAQ | Click to Compare |
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| Cash | 2.70% | |||
| Stock | 64.93% | |||
| U.S. Stock | 47.67% | |||
| Non-U.S. Stock | 17.26% | |||
| Bond | 32.10% | |||
| U.S. Bond | 28.82% | |||
| Non-U.S. Bond | 3.28% | |||
| Preferred | 0.13% | |||
| Convertible | 0.10% | |||
| Other Net | 0.02% | |||
| Price History | CMACX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.64% | |||
| 30-Day Total Return | -2.88% | |||
| 60-Day Total Return | -3.54% | |||
| 90-Day Total Return | -2.52% | |||
| Year to Date Total Return | -2.12% | |||
| 1-Year Total Return | 12.26% | |||
| 2-Year Total Return | 15.72% | |||
| 3-Year Total Return | 27.98% | |||
| 5-Year Total Return | 19.77% | |||
| Price | CMACX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CMACX-NASDAQ | Click to Compare |
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| Nav | $21.34 | |||
| 1-Month Low NAV | $20.77 | |||
| 1-Month High NAV | $22.09 | |||
| 52-Week Low NAV | $18.62 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.80 | |||
| 52-Week High Price (Date) | Dec 26, 2025 | |||
| Beta / Standard Deviation | CMACX-NASDAQ | Click to Compare |
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| Beta | 0.67 | |||
| Standard Deviation | 8.75 | |||
| Balance Sheet | CMACX-NASDAQ | Click to Compare |
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| Total Assets | 397.44M | |||
| Operating Ratios | CMACX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.72% | |||
| Turnover Ratio | 33.00% | |||
| Performance | CMACX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.46% | |||
| Last Bear Market Total Return | -11.40% | |||