Error: Could not add to watchlist. X
+ Watchlist

Calvert Moderate Allocation Fund

CMAAX:US
NASDAQ GM
18.02
USD
0.01
0.06%
As of 9:29 AM EST 2/22/2017
Fund Type
Fund of Funds
52Wk Range
15.96 - 18.03
1 Yr Return
16.02%
YTD Return
3.56%
Before it's here, it's on the Bloomberg Terminal.
Learn More
Previous Close
18.03
52Wk Range
15.96 - 18.03
1 Yr Return
15.18%
YTD Return
3.56%
Fund Type
Fund of Funds
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 02/22/2017)
18.02
Total Assets (m USD) (on 02/22/2017)
253.429
Inception Date
04/29/2005
Last Dividend (on 12/28/2016)
0.36025
Dividend Indicated Gross Yield
8.00%
Fund Managers
NATALIE A TRUNOW / JOSHUA LINDER
Front Load Fee
4.75%
Back Load Fee
0.80%
Redemption Fee
2.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.00%
Expense Ratio
1.18%
Profile
Calvert Moderate Allocation Fund is an open-end fund incorporated in the USA. The Fund seeks long-term capital appreciation and growth of income, with current income a secondary objective, consistent with the preservation of capital. The Fund invests in a portfolio of underlying Calvert fixed-income, equity and money market funds that meets the Fund's investment criteria.
Address
Calvert Asset Management Company Inc
4550 Montgomery Avenue
Suite 1000N
Bethesda, MD 20814
Phone
1-800-368-2745