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Calvert Moderate Allocation Fund Class A (CMAAX)

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22.23 +0.04 +0.18%

13/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 272.13M

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CMAAX Holdings

Comprehensive information about top holdings and Key Holding Information for the Calvert Moderate Allocation A (CMAAX) fund. Our Calvert Moderate Allocation A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	3.50	4.25	0.75
Shares	67.55	67.55	0.00
Bonds	28.65	28.78	0.13
Convertible	0.10	0.10	0.00
Preferred	0.13	0.13	0.00
Other	0.07	0.07	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.24	-
Price to Book	3.03	-
Price to Sales	2.31	-
Price to Cash Flow	13.28	-
Dividend Yield	1.91	-
5 Years Earnings Growth	10.88	-

Sector Allocation

Name	Net %	Category Average
Technology	22.92	-
Financial Services	19.44	-
Healthcare	12.39	-
Industrials	11.64	-
Consumer Cyclical	10.76	-
Consumer Defensive	6.56	-
Communication Services	5.85	-
Real Estate	3.71	-
Basic Materials	3.50	-
Utilities	2.70	-
Energy	0.52	-

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 23

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Calvert US Large Cap Core Rspnb Idx R6	-	17.64	-	-
Calvert Bond R6	-	13.55	-	-
Calvert US Large Cap Growth Rspnb Idx R6	-	7.46	-	-
Calvert US Large Cap Value Rspnb Idx R6	-	6.65	-	-
Calvert International Equity R6	-	6.21	-	-
Calvert Focused Value R6	-	5.29	-	-
Calvert International Responsible Idx R6	-	5.19	-	-
Calvert Equity R6	-	5.03	-	-
Calvert Core Bond I	-	4.69	-	-
Calvert Emerging Markets Advancement I	-	4.37	-	-

Top Equity Funds by Calvert Research and Management

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	2.87B	-0.89	7.87	12.37
Calvert US Large Cap Core Rspnb I	2.82B	-6.26	11.44	11.98
Calvert Equity A	1.95B	-0.98	7.60	12.03
Calvert Small Cap I	1.86B	-7.53	3.36	7.51
Calvert Emerging Markets Equity Fui	893.43M	4.76	2.73	3.62

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