Morningstar

Calvert Moderate Allocation Fund Class A CMAAX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return$24.81  /  −0.48%
  • Fund Size$391.2M
  • Adjusted Expense Ratio0.890%
  • Net Expense Ratio0.420%
  • Fee Level: DistributionBelow Average
  • Share Class TypeFront Load
  • Morningstar CategoryGlobal Moderate Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield2.25%
  • Turnover Ratio33%
NAV and 1-Day Return as of

Morningstar’s Analysis CMAAX

Will CMAAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CMAAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CMAAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CMAAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Falling into place.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Calvert's series of sustainable model portfolios is now steered by an established multi-asset team at Morgan Stanley Investment Management that is better suited to guide the series than the previous team.

by Mahi Roy
Rated on Published on

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Portfolio Holdings CMAAX

More CMAAX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings91.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert US Large Cap Core Rspnb Idx R6

18.1072M
—

Calvert US Large Cap Growth Rspnb Idx R6

18.0972M
—

Calvert Bond R6

14.1656M
—

Calvert International Responsible Idx R6

10.6642M
—

Calvert Core Bond I

8.5434M
—

Calvert US Large Cap Value Rspnb Idx R6

6.7127M
—

Calvert Equity R6

5.3521M
—

Calvert Emerging Markets Advancement I

4.3117M
—

Calvert Mortgage Access I

3.2713M
—

Calvert High Yield Bond R6

2.038M
—

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