Calvert Moderate Allocation Fund - Class R6 (CAMRX)
The Calvert Moderate Allocation Fund - Class R6 (CAMRX) is a mutual fund that aims to provide investors with a balanced portfolio of stocks and bonds. It is designed for moderate risk tolerance and seeks to achieve long-term growth while also providing some income. This fund is managed by Calvert Research and Management and primarily invests in socially responsible companies. With a focus on sustainability and responsible investing, CAMRX offers investors a way to align their values with their financial goals.
CAMRX Mutual Fund Chart & Stats
$24.84
At close: 4:00 PM EST- Previous Close
- $24.84
- Sub-Category
- Moderate Allocation
- Total Liabilities
- $349.37K
- Expense Ratio
- 0.67%
- Holding Count
- 19
- Brand
- Calvert Social Investment Fund
- Category
- Balanced
- Total Assets
- 406.74M
- Shares Outstanding
- N/A
- 52-Week Range
- $22.39 - $25.77
Top 10 Holdings
| Name | Weight % |
|---|---|
| CLGRXCalvert US Large-Cap Growth Responsible Index Fund - Class R6 | 16.92% |
| CSXRXCalvert U.S. Large Cap Core Responsible Index Fund - Class R6 | 16.12% |
| CBORXCalvert Bond Fund Class R6 | 15.60% |
| CDHRXCalvert International Responsible Index Fund Class R6 | 9.75% |
| CLDIXCalvert Core Bond Fund Class I | 9.40% |
| CLVRXCalvert US Large-Cap Value Responsible Index Fund - Class R6 | 6.96% |
| CEYRXCalvert Equity Fund Class R6 | 4.83% |
| CEFIXCalvert Emerging Markets Advancement Fund Class I | 4.28% |
| CMMIXCalvert Mortgage Access Fund | 3.97% |
| CYBRXCalvert High Yield Bond Fund Class R6 | 2.31% |
| Total | 90.13% |
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