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Calvert Moderate Allocation Fund Class A (CMAAX)

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20.91 +0.05 +0.24%

17/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 272.64M

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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	3.60	4.25	0.65
Shares	67.78	67.78	0.00
Bonds	28.33	28.46	0.13
Convertible	0.10	0.10	0.00
Preferred	0.13	0.13	0.00
Other	0.05	0.05	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.16	18.81
Price to Book	3.01	3.24
Price to Sales	2.30	2.25
Price to Cash Flow	13.30	12.49
Dividend Yield	1.91	1.95
5 Years Earnings Growth	10.89	11.18

Sector Allocation

Name	Net %	Category Average
Technology	23.10	24.00
Financial Services	19.33	15.63
Healthcare	12.27	12.71
Industrials	11.81	10.18
Consumer Cyclical	10.81	10.17
Consumer Defensive	6.26	5.95
Communication Services	6.03	7.61
Real Estate	3.68	4.22
Basic Materials	3.63	3.18
Utilities	2.58	3.22
Energy	0.52	4.90

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-OE

Name	Total Assets	YTD%	3Y%	10Y%
Calvert Equity I	2.99B	-0.38	5.71	12.44
Calvert US Large Cap Core Rspnb I	2.85B	-5.87	7.82	12.10
Calvert Equity A	1.98B	-0.44	5.44	12.10
Calvert Small Cap I	1.97B	-4.33	2.18	7.88
Calvert Emerging Markets Equity Fui	897.29M	2.90	-0.76	3.93

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