CLAIX : Calvert Moderate Allocation Fund Class I

CLAIX is a Allocation Market All-In-One with LOW fees.

CLAIX

Calvert Moderate Allocation Fund Class I

FI Score

66 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

4 /10

Category Score

5 /10

Market Size

4 /10

66% FI Score
  • claix
  • Mutual Fund
  • Allocation
  • All-In-One

Calvert Moderate Allocation Fund Class I

Expenses: 0.14% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation and growth of income, with current income a secondary objective. 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. It typically invests 50%-80% of its net assets in funds that invest primarily in equity securities and 20% to 50% of its net assets in funds that invest primarily in income securities. The fund may also invest up to 10% of its net assets in cash and short-term money market instruments.

Largest Holdings

Amount Holding
19.19% Calvert US Large Cap Core Rspnb Idx R6
10.77% Calvert US Large Cap Value Rspnb Idx I
10.09% Calvert Bond R6
6.89% Calvert Ultra-Short Duration Income R6
6.51% Calvert Flexible Bond Fund Class R6
5.51% Calvert US Large Cap Growth Rspnb Idx I
5.37% Calvert International Equity R6
5.14% Calvert International Opportunities R6
5.11% Calvert Floating-Rate Advantage R6
3.28% Calvert Short Duration Income R6
3.14% Calvert Emerging Markets Equity R6
3.13% Calvert Equity R6
2.56% United States Treasury Notes 0.88%
2.30% Calvert Emerging Markets Advancement I
2.08% Calvert International Responsible Idx R6
2.00% Calvert High Yield Bond I
1.95% United States Treasury Bonds 0.75%
1.79% Calvert Small-Cap R6
1.56% United States Treasury Notes 0.62%
0.91% Calvert Mid-Cap I
0.88% Calvert US Mid Cap Core Rspnb Idx I

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