Calvert Moderate Allocation Fund

Frequently Asked Questions About CMAAX

What are the top holdings of CMAAX?

A machine-readable holdings disclosure for Calvert Moderate Allocation Fund (CMAAX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does CMAAX invest in?

Calvert Moderate Allocation Fund (CMAAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is CMAAX most exposed to?

CMAAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is CMAAX a US-only fund?

The country allocation card on this page shows CMAAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

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.