Calvert Moderate Allocation FundCLAIX
Type
Mutual fund
Peer group
Allocation
Net assets
$371.6M
Expense ratio
0.72%
1-year return
+10.4%
3 years, a year
+9.4%
5 years, a year
+4.7%
Holdings
24
What it aims to do.
The Funds investment objective is to seek long-term capital appreciation and growth of income, with current income a secondary objective.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Calvert US Large Cap Growth Responsible Index Fund | 16.92% |
| Calvert US Large Cap Core Responsible Index Fund | 15.94% |
| Calvert Bond Fund | 14.32% |
| Calvert Core Bond Fund | 9.30% |
| Calvert US Large Cap Value Responsible Index Fund | 6.74% |
| Calvert International Responsible Index Fund | 6.57% |
| Calvert International Equity Fund | 5.15% |
| Calvert Equity Fund | 5.04% |
| Calvert Emerging Markets Advancement Fund | 4.12% |
| Calvert Mortgage Access Fund | 4.03% |
More on CLAIX.
- CLAIX overview
- CLAIX holdings
- CLAIX risk
- CLAIX costs
- CLAIX money in and out
- CLAIX share classes
- Compare CLAIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.