Calvert Moderate Allocation Fund (CMAAX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.04: the stock has moved about 4% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerCalvert Moderate Allocation Fund (CMAAX) trades at $24.96. Calvert Moderate Allocation Fund is a 'fund of funds' that invests primarily in other Calvert funds, balancing equity and income securities. Sector: Financials.
Price as of · Last analyzed: 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.
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 $0.40 billion 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 $0.40B 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 | MoonshotScore |
|---|---|---|---|---|
| CAGIX Calvert Growth Allocation Fund | $33.25 | +0.64% | $391M | — |
| CCLAX Calvert Conservative Allocation Fund | $19.03 | +0.21% | $216M | — |
| CSSZX Columbia Select Small Cap Value Fund | $25.07 | +0.28% | $392M | — |
| GCBLX Green Century Balanced Fund | $37.79 | +0.37% | $378M | — |
| MYN BlackRock MuniYield New York Quality Fund, Inc. | $8.75 | -2.23% | $335M | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $111.64 | -0.09% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
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 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 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.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 46 |
| 2026-08-31 | 46 |
| 2026-09-08 | 46 |
| 2026-09-16 | 46 |
| 2026-09-24 | 46 |
| 2026-10-04 | 46 |
| 2026-10-05 | 46 |
What changed?
The score has stayed at 46.
Over the same 30 days the stock moved -2.1%.
CMAAX Financials
Bull Case vs Bear Case
Bull Case
- Strong focus on responsible investing.
- Diversified portfolio of underlying funds.
- Experienced management team.
- Established brand reputation.
Bear Case
- 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.
- Potential: Market volatility impacting the performance of underlying equity funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
CMAAX Latest News
No recent news available for CMAAX.
CMAAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for CMAAX.
Price Targets
Wall Street price target analysis for CMAAX.
CMAAX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for CMAAX; grades run from A+ (80-100) to F (below 30).
CMAAX Financials Stock FAQ
What do analysts say about CMAAX stock?
Generally, analysts evaluate mutual funds based on factors such as historical performance, expense ratios, asset allocation, and the fund's adherence to its stated investment strategy. Key valuation metrics include the fund's net asset value (NAV) and its performance relative to its benchmark index.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Investment decisions should be based on individual risk tolerance and financial goals.