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Calvert Moderate Allocation Fund Class I

Calvert Moderate Allocation Fund Class I

CLAIX ยท NMFQS
CLAIX ยท NMFQS
23.02
USD0.020.09%
Calvert Moderate Allocation Fund Class I
CLAIX
23.02
USD0.020.09%

Sector weight

Sector
Equity %
Category Average
Technology
23.10%
19.63%
Financial Services
19.37%
16.09%
Healthcare
12.37%
10.51%
Industrials
11.69%
11.88%
Consumer Cyclical
10.78%
9.97%
Consumer Defensive
6.52%
6.00%
Communication Services
5.88%
6.85%
Real Estate
3.72%
4.88%
Basic Materials
3.49%
4.54%
Utilities
2.56%
3.91%
Government
2.56%
38.65%
Municipal
2.56%
0.15%
Corporate
2.56%
24.69%
Securitized
2.56%
18.97%
Cash and Equivalents
2.56%
14.85%
Derivative
2.56%
2.68%
Energy
0.52%
5.73%

World Regions

Region
Equity %
Category Average
North America
60.32%
68.14%
Europe Developed
12.19%
13.15%
Asia Emerging
7.15%
2.78%
Japan
6.55%
4.73%
Asia Developed
4.63%
3.29%
United Kingdom
3.60%
4.97%
Australasia
2.05%
1.12%
Africa/Middle East
1.71%
0.39%
Latin America
1.48%
1.38%
Europe Emerging
0.32%
0.07%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
80.37K USD
110.9K USD
61.38K USD
Giant
21.95%
25.90%
18.46%
Large
20.43%
13.93%
22.19%
Medium
17.77%
12.62%
15.92%
Small
6.62%
3.60%
3.21%
Micro
0.38%
0.65%
0.10%

Valuation and Growth

Growth Rates
CLAIX.US
Category Average
Price/Prospective Earnings
18.09%
16.86%
Price/Cash Flow
12.62%
10.14%
Price/Book
2.92%
2.47%
Price/Sales
2.23%
1.82%
Dividend Yield
1.96%
2.45%
Valuation Rates
CLAIX.US
Category Average
Long-Term Earnings
10.79%
9.85%
Historical Earnings
7.71%
6.05%
Cash-Flow Growth
7.09%
4.41%
Sales Growth
6.15%
5.95%
Book-Value Growth
5.61%
6.98%

FAQs

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