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CAMRX
Calvert Moderate Allocation Fund - Class R6

CAMRX Mutual Fund Price & Analysis

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

Previous Close$21.72
Sub-CategoryModerate Allocation
Total Liabilities423.93K
Expense Ratio0.64%
Holding Count24
Brandcalvert social investment fund
0.41 (1.88%)
CategoryBalanced
Total Assets392.27M
Shares OutstandingN/A
52-Week Range$17.72 - $22.13

Top 10 Holdings

Name
Weight %
CSXRX
Calvert US Large Cap Core Responsible Index Fund
15.28%
CBORX
Calvert Bond Fund
9.93%
CLGRX
Calvert US Large Cap Growth Responsible Index Fund
7.32%
CLVRX
Calvert US Large Cap Value Responsible Index Fund
7.30%
CRFRX
Calvert Focused Value Fund
5.49%
CIESX
Calvert International Equity Fund
5.23%
CLDIX
Calvert Core Bond Fund
4.97%
CEYRX
Calvert Equity Fund
4.90%
CEFIX
Calvert Emerging Markets Advancement Fund
4.38%
CDHRX
Calvert International Responsible Index Fund
4.29%
Total69.10%

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