Calvert Moderate Financials
| CMACX Fund | USD 19.21 0.20 1.03% |
Calvert |
Please note that past performance is not an indicator of the future performance of Calvert Moderate, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Calvert Moderate Fund Summary
Calvert Moderate competes with Calvert Developed, Calvert Developed, Calvert Short, Calvert International, and Calvert Short. The fund is a fund of funds that seeks to achieve its investment objectives by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 50-80 percent of its net assets in funds that invest primarily in equity securities and 20 percent to 50 percent of its net assets in funds that invest primarily in income securities. The fund may also invest 0 percent to 10 percent of its net assets in cash and short-term money market instruments.Specialization | Allocation--50% to 70% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Calvert Social Investment |
| Mutual Fund Family | Calvert Research and Management |
| Mutual Fund Category | Allocation--50% to 70% Equity |
| Benchmark | NYSE Composite |
| Phone | 800 368 2745 |
| Currency | USD - US Dollar |
You should never invest in Calvert Moderate Allocation without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Calvert Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Calvert Moderate's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Calvert Moderate Key Financial Ratios
Generally speaking, Calvert Moderate's financial ratios allow both analysts and investors to convert raw data from Calvert Moderate's financial statements into concise, actionable information that can be used to evaluate the performance of Calvert Moderate over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Calvert Moderate All reports annually and quarterly.Calvert Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Calvert Moderate's current stock value. Our valuation model uses many indicators to compare Calvert Moderate value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Calvert Moderate competition to find correlations between indicators driving Calvert Moderate's intrinsic value. More Info.Calvert Moderate Allocation is the top fund in price to earning among similar funds. It is the top fund in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Calvert Moderate Allocation is roughly 7.93 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Calvert Moderate by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Calvert Moderate's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Calvert Moderate's earnings, one of the primary drivers of an investment's value.Calvert Moderate All Systematic Risk
Calvert Moderate's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Calvert Moderate volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifteen with a total number of output elements of fourty-six. The Beta measures systematic risk based on how returns on Calvert Moderate All correlated with the market. If Beta is less than 0 Calvert Moderate generally moves in the opposite direction as compared to the market. If Calvert Moderate Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Calvert Moderate All is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Calvert Moderate is generally in the same direction as the market. If Beta > 1 Calvert Moderate moves generally in the same direction as, but more than the movement of the benchmark.
Calvert Moderate Thematic Clasifications
Calvert Moderate Allocation is part of Moderate Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with moderate expected return and risk. Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time
This theme covers Funds with moderate expected return and risk. Funds or Etfs that combine stocks, bonds and money market instruments to get modest capital appreciation over time. Get More Thematic Ideas
Calvert Moderate Allocation is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 17.2 Billion. Calvert Moderate holds roughly 385.58 Million in net asset claiming about 2.24% of funds in Allocation--50% to 70% Equity category.| Moderate Funds | View |
Calvert Moderate May 1, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Calvert Moderate help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Calvert Moderate Allocation. We use our internally-developed statistical techniques to arrive at the intrinsic value of Calvert Moderate Allocation based on widely used predictive technical indicators. In general, we focus on analyzing Calvert Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Calvert Moderate's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.5665 | |||
| Information Ratio | (0.04) | |||
| Maximum Drawdown | 2.41 | |||
| Value At Risk | (0.83) | |||
| Potential Upside | 0.8439 |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Calvert Moderate Allocation. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. Note that the Calvert Moderate All information on this page should be used as a complementary analysis to other Calvert Moderate's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.