Back to top
more

Calvert Moderate Allocation Fund Class A: (MF: CMAAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:38 PM ET

$22.98 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 2.76 77
3 months 3.24 75
6 months 7.11 66
1 Year 12.87 70
3 Year 11.68 64
5 Year 5.93 64
10 Year 8.63 46

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -39.11
Bull Market (2/09 - 3/21) 366.58

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.07
5 Year 4.55
10 Year 7.33
Since Inception 6.12

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.40 6.29 3.91 2.44
2024 4.58 0.82 6.55 -2.06
2023 4.76 2.59 -4.37 9.82
2022 -6.25 -11.18 -5.09 6.75
2021 2.92 4.41 -0.24 3.86

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.7612.6910.0412.86-15.6411.3615.1221.16-5.1315.026.70
% Total Return Rel to Index 0.12-5.52-14.98-13.372.56-17.32-3.27-10.32-0.74-6.77-5.23
% Total Return Rel to Peer -0.67-1.800.12-0.29-2.67-0.144.433.971.351.560.43
% Perf Quintile vs Peer* 4.004.000.003.003.003.002.002.002.003.003.00
% Dividends 0.000.560.510.510.350.400.250.300.380.360.48
% Yield 0.002.212.222.531.721.591.041.402.071.762.57
Capital Gains ($) 0.000.510.130.850.000.770.660.560.620.510.39
Expense Ratio 0.000.420.410.410.400.390.410.420.430.440.56

* 1 = Top 20%, 5 = Bottom 20%