Calvert Moderate Allocation Fund

Frequently Asked Questions About CMAAX

What does CMAAX invest in?

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.

What is the expense ratio of CMAAX?

Calvert Moderate Allocation Fund (CMAAX) charges an expense ratio of 0.97%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CMAAX?

Calvert Moderate Allocation Fund (CMAAX) manages $414.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CMAAX actively managed or an index fund?

CMAAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CMAAX launched?

Calvert Moderate Allocation Fund (CMAAX) launched in April 2005 and is managed by the fund issuer.

How has CMAAX performed?

CMAAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.