Calvert Moderate Allocation Fund Quote

CLAIX Fund  USD 24.33  0.11  0.45%   

Performance

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Odds Of Distress

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Low
Calvert Moderate is trading at 24.33 as of the 21st of December 2025; that is 0.45 percent increase since the beginning of the trading day. The fund's open price was 24.22. Calvert Moderate has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of September 2025 and ending today, the 21st of December 2025. Click here to learn more.
The fund is a fund of funds that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. Calvert Moderate is traded on NASDAQ Exchange in the United States.. More on Calvert Moderate Allocation

Moving together with Calvert Mutual Fund

  0.86CDHIX Calvert Developed MarketPairCorr
  0.86CDHAX Calvert Developed MarketPairCorr
  0.71CDICX Calvert Short DurationPairCorr
  0.85CDHRX Calvert InternationalPairCorr
  0.73CDSRX Calvert Short DurationPairCorr
  0.73CDSIX Calvert Short DurationPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Blend Funds, Allocation--50% to 70% Equity, Calvert Research and Management (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of February 2025
Fiscal Year EndSeptember
Calvert Moderate Allocation [CLAIX] is traded in USA and was established 21st of December 2025. Calvert Moderate is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Calvert Research and Management family. This fund currently has accumulated 395.66 M in assets under management (AUM) with no minimum investment requirementsCalvert Moderate All is currently producing year-to-date (YTD) return of 7.55% with the current yeild of 0.02%, while the total return for the last 3 years was 9.65%.
Check Calvert Moderate Probability Of Bankruptcy

Instrument Allocation

Top Calvert Moderate Allocation Mutual Fund Constituents

CMJIXCalvert Mid CapMutual FundMid-Cap Blend
CYBIXCalvert High YieldMutual FundHigh Yield Bond
CWVIXCalvert International EquityMutual FundForeign Large Growth
CVMRXCalvert Emerging MarketsMutual FundDiversified Emerging Mkts
CULRXCalvert Ultra Short DurationMutual FundUltrashort Bond
CUBRXCalvert Flexible BondMutual FundMultisector Bond
CUBIXCalvert Unconstrained BondMutual FundMultisector Bond
CSXRXCalvert Large Cap EMutual FundLarge Blend
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Calvert Moderate All Risk Profiles

Calvert Moderate Against Markets

Other Information on Investing in Calvert Mutual Fund

Calvert Moderate financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Moderate security.
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