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Market Cap: $408.66M

CF

Calvert Moderate Allocation Fund

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Company Profile

This offering operates as a 'fund of funds,' aiming to fulfill its investment objectives by primarily deploying capital into a selection of Calvert's own income and equity portfolios. These underlying investments are rigorously chosen to align with specific investment criteria, notably encompassing the firm's responsible investing principles. Generally, 50% to 80% of its net assets are directed towards funds predominantly focused on equity securities, with 20% to 50% allocated to funds emphasizing income-generating securities. Furthermore, a small portion, from 0% to 10%, of its net assets may be maintained in cash or short-term money market instruments.

SectorFinancial Services
IndustryAsset Management
IPO DateApr 29, 2005

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Exchange
NASDAQ
Exchange NameNASDAQ
CurrencyUSD
Headquarters & Contact
Address1825 Connecticut Avenue Nw
City / State / ZIPWashington, DC, 20009
CountryUnited States
Phone8002256265
Websitehttps://www.calvert.com/investment-solutions/mutual-funds/multi-asset/calvert-moderate-allocation-fund.shareclass.a.html