Calvert Moderate Allocation Fund (CMAAX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Calvert Moderate Allocation Fund (CMAAX) trades at $25.19 with AI Score 46/100 (Grade C). Calvert Moderate Allocation Fund is a 'fund of funds' that invests primarily in other Calvert funds, balancing equity and income securities. Market cap: $406.88M, Sector: Financial services.
Price live · AI analysis from Mar 17, 2026Analyst Coverage for CMAAX: CMAAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates CMAAX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
CMAAX: the 1 perspectives are evenly split.
How is this calculated? →Calvert Moderate Allocation Fund (CMAAX) Financial Services Profile
Calvert Moderate Allocation Fund (CMAAX) operates as a 'fund of funds,' strategically allocating assets across underlying Calvert income and equity funds. With a focus on responsible investing, the fund balances risk and return by maintaining a mix of 50%-80% equity and 20%-50% income securities, catering to investors seeking moderate growth and income.
What Is the Investment Thesis for CMAAX?
Calvert Moderate Allocation Fund presents a balanced investment approach by strategically allocating assets across various underlying Calvert funds. With a market capitalization of $406.88M and a beta of 1.04, the fund demonstrates moderate market sensitivity. A key value driver is its diversified exposure to both equity and income securities, with allocations typically ranging from 50%-80% in equities and 20%-50% in income-generating assets. Growth catalysts include the increasing investor interest in responsible investing and the fund's ability to adapt its asset allocation based on market conditions. However, potential risks include market volatility impacting the performance of underlying equity funds and changes in interest rates affecting the value of income securities. The fund's 'fund of funds' structure also introduces an additional layer of management fees, which investors may want to evaluate.
Based on FMP financials and quantitative analysis
CMAAX Key Highlights
- Market Cap of $406.88M indicates a mid-sized fund within the asset management landscape.
- Beta of 1.04 suggests the fund's volatility is slightly higher than the overall market.
- The fund invests 50%-80% of its net assets in equity securities, targeting growth opportunities.
- 20%-50% allocation to income securities provides a cushion against market volatility and generates income.
- The fund integrates responsible investing criteria, appealing to socially conscious investors.
Who Are CMAAX's Competitors?
CMAAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| CAGIX Calvert Growth Allocation Fund | $32.85 | +0.03% | $393.45M | 46 |
| CCLAX Calvert Conservative Allocation Fund | $19.50 | +0.05% | $222.78M | 46 |
| CSSZX Columbia Select Small Cap Value Fund | $26.78 | -0.59% | $403.65M | 47 |
| GCBLX Green Century Balanced Fund | $37.59 | +0.08% | $386.26M | 46 |
| MYN BlackRock MuniYield New York Quality Fund, Inc. | $10.18 | -0.10% | $390.03M | 66 |
| NXDT NexPoint Diversified Real Estate Trust | $5.53 | +3.08% | $285.77M | 73 |
| GENB Generate Biomedicines, Inc. | $17.03 | -2.18% | $2.18B | 72 |
| SII Sprott Inc. | $118.11 | +2.72% | $3.05B | 71 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are CMAAX's Key Strengths?
- Strong focus on responsible investing.
- Diversified portfolio of underlying funds.
- Experienced management team.
- Established brand reputation.
What Are CMAAX's Weaknesses?
- Additional layer of management fees due to 'fund of funds' structure.
- Performance dependent on the performance of underlying funds.
- Potential for overlap in holdings among underlying funds.
What Could Drive CMAAX Stock Higher?
- Increasing investor interest in responsible investing driving inflows.
- Strategic asset allocation adjustments to optimize returns.
- Potential for new partnerships with financial advisors and online platforms.
- Launch of new ESG-focused underlying funds.
What Are the Key Risks for CMAAX?
- Market volatility impacting the performance of underlying equity funds.
- Changes in interest rates affecting the value of income securities.
- Competition from other asset management firms.
- Regulatory changes impacting responsible investing standards.
What Are the Growth Opportunities for CMAAX?
- Expansion of ESG-focused investments: The increasing investor demand for socially responsible investments presents a significant growth opportunity for CMAAX. By further emphasizing its commitment to ESG criteria and expanding its range of ESG-focused underlying funds, CMAAX can attract a larger pool of investors seeking both financial returns and positive social impact. The global ESG investing market is projected to reach trillions of dollars in the coming years, offering substantial growth potential.
- Strategic asset allocation adjustments: CMAAX can capitalize on market fluctuations by strategically adjusting its asset allocation between equity and income securities. By actively monitoring market conditions and rebalancing its portfolio accordingly, the fund can optimize returns and mitigate risks. This proactive approach can enhance the fund's performance and attract investors seeking dynamic asset management.
- Enhancing distribution channels: Expanding its distribution channels through partnerships with financial advisors, online platforms, and retirement plans can significantly increase CMAAX's reach and accessibility to a wider range of investors. By leveraging these channels, the fund can tap into new markets and attract investors who may not be aware of its existence. This strategic expansion can drive asset growth and increase market share.
- Product innovation and diversification: Developing new investment products and diversifying its offerings can help CMAAX cater to a broader range of investor needs and preferences. By introducing new funds with different risk profiles, investment strategies, and asset classes, the fund can attract investors seeking customized solutions. This product innovation can enhance the fund's competitiveness and drive long-term growth.
- Strengthening brand awareness: Investing in marketing and communication efforts to strengthen its brand awareness and highlight its unique value proposition can help CMAAX differentiate itself from competitors and attract new investors. By effectively communicating its commitment to responsible investing, its track record of performance, and its expertise in asset allocation, the fund can build trust and credibility with potential investors. This brand-building strategy can drive asset growth and enhance the fund's long-term sustainability.
What Opportunities Does CMAAX Have?
- Growing demand for ESG investments.
- Expansion into new distribution channels.
- Development of new investment products.
- Strategic asset allocation adjustments to capitalize on market fluctuations.
What Threats Does CMAAX Face?
- Market volatility impacting the performance of underlying funds.
- Changes in interest rates affecting the value of income securities.
- Increased competition in the asset management industry.
- Regulatory changes impacting responsible investing standards.
What Are CMAAX's Competitive Advantages?
- Established brand reputation in responsible investing.
- Access to proprietary research and expertise within the Calvert Funds network.
- Diversified portfolio of underlying funds reduces concentration risk.
What Does CMAAX Do?
Calvert Moderate Allocation Fund (CMAAX) is structured as a 'fund of funds,' designed to achieve its investment objectives by strategically allocating its assets among underlying Calvert funds. These underlying funds are selected based on specific investment criteria, including responsible investing principles. The fund's approach involves a diversified portfolio, primarily consisting of other Calvert income and equity funds. The fund typically allocates 50% to 80% of its net assets to funds that invest primarily in equity securities. This allocation aims to capture growth opportunities in the stock market. Simultaneously, it invests 20% to 50% of its net assets in funds that focus on income securities, providing a cushion against market volatility and generating income. The fund retains the flexibility to invest 0% to 10% of its net assets in cash and short-term money market instruments, offering liquidity and potential for opportunistic investments. CMAAX's investment strategy reflects a commitment to responsible investing, integrating environmental, social, and governance (ESG) factors into its fund selection process. This approach appeals to investors who seek financial returns alongside positive social and environmental impact. The fund's structure allows it to adapt to changing market conditions and investor preferences, making it a versatile option for those seeking a balanced investment approach.
What Products and Services Does CMAAX Offer?
- Invests in underlying Calvert funds.
- Allocates assets between equity and income securities.
- Integrates responsible investing criteria.
- Seeks to achieve investment objectives through diversification.
- Manages a portfolio of funds with varying investment styles.
- Provides investors with exposure to a range of asset classes.
How Does CMAAX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Allocates capital to underlying Calvert funds based on investment strategy.
- Distributes income and capital gains to shareholders.
What Industry Does CMAAX Operate In?
The asset management industry is characterized by increasing competition and evolving investor preferences. Funds like Calvert Moderate Allocation Fund face the challenge of delivering consistent returns while adapting to market trends and regulatory changes. The rise of ESG investing has created opportunities for funds with a focus on responsible investing. With increasing demand for balanced investment solutions, CMAAX is positioned to cater to investors seeking moderate growth and income through diversified portfolios.
Who Are CMAAX's Key Customers?
- Individual investors seeking moderate growth and income.
- Financial advisors recommending balanced investment solutions.
- Retirement plans offering diversified investment options.
CMAAX Valuation & Market Position
Relative to its peer group, CMAAX's quantitative score of 46/100 is roughly in line with the peer average of 50/100.
CMAAX Financials
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's long-term strategy, indicating a positive outlook from management.
- Community sentiment has shifted favorably, with discussions highlighting the fund's diversification benefits amid market volatility.
- Investors are increasingly valuing sustainable investment strategies, aligning with Calvert's focus on responsible asset allocation.
- Recent market developments have led to a renewed interest in moderate allocation funds, appealing to risk-averse investors.
Bear Case
- Concerns about potential underperformance compared to more aggressive funds have been voiced in trading forums.
- The fund's exposure to certain sectors may limit growth potential, leading to skepticism among some investors.
- Recent discussions reveal uncertainty regarding the fund's ability to navigate rising interest rates effectively.
- Negative sentiment surrounding broader market conditions has led some to question the fund's resilience in a downturn.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
CMAAX Latest News
No recent news available for CMAAX.
CMAAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for CMAAX.
Price Targets
Wall Street price target analysis for CMAAX.
CMAAX MoonshotScore
What does this score mean?
The MoonshotScore rates CMAAX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
CMAAX Financial Services Stock FAQ
What does Calvert Moderate Allocation Fund do?
Calvert Moderate Allocation Fund operates as a 'fund of funds,' strategically allocating its assets among underlying Calvert funds that meet specific investment criteria, including responsible investing principles. The fund aims to provide investors with a balanced investment approach by investing primarily in a mix of equity and income securities through other Calvert funds. This diversified approach seeks to achieve long-term growth while mitigating risk, appealing to investors seeking moderate returns with a focus on ESG considerations. The fund's structure allows it to adapt to changing market conditions and investor preferences.
What are the main risks for CMAAX?
The main risks for CMAAX include market volatility, which can impact the performance of the underlying equity funds, and changes in interest rates, which can affect the value of the income securities held within the portfolio. Additionally, the fund faces competition from other asset management firms offering similar balanced investment solutions. Regulatory changes impacting responsible investing standards could also pose a risk. The 'fund of funds' structure introduces an additional layer of management fees, which investors may want to evaluate. Investors should carefully review the fund's prospectus and consider their own risk tolerance before investing.
What are the key factors to evaluate for CMAAX?
Calvert Moderate Allocation Fund (CMAAX) holds an AI score of 46/100 (low). Not financial advice.
How frequently does CMAAX data refresh on this page?
CMAAX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven CMAAX's recent stock price performance?
Calvert Moderate Allocation Fund (CMAAX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong focus on responsible investing. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider CMAAX overvalued or undervalued right now?
Valuing Calvert Moderate Allocation Fund (CMAAX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying CMAAX?
Before investing in Calvert Moderate Allocation Fund (CMAAX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding CMAAX to a portfolio?
Key strength of Calvert Moderate Allocation Fund (CMAAX): Strong focus on responsible investing. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for CMAAX.
- Investment decisions should be based on individual risk tolerance and financial goals.