CAMRX holdings — Calvert Moderate Allocation Fund
Calvert Moderate Allocation Fund (CAMRX) held 19 positions with net assets of $406M as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 90.1% of the fund, led by Calvert US Large Cap Growth Responsible Index Fund, Calvert US Large Cap Core Responsible Index Fund, Calvert Bond Fund.
CAMRX top holdings
- Calvert US Large Cap Growth Responsible Index Fund — 16.92% ($68.7M)
- Calvert US Large Cap Core Responsible Index Fund — 16.12% ($65.5M)
- Calvert Bond Fund — 15.60% ($63.4M)
- Calvert International Responsible Index Fund — 9.75% ($39.6M)
- CLDIX Calvert Core Bond Fund — 9.40% ($38.2M)
- Calvert US Large Cap Value Responsible Index Fund — 6.96% ($28.3M)
- Calvert Equity Fund — 4.83% ($19.6M)
- Calvert Emerging Markets Advancement Fund — 4.28% ($17.4M)
- Calvert Mortgage Access Fund — 3.97% ($16.1M)
- Calvert High Yield Bond Fund — 2.31% ($9.39M)
- Calvert Flexible Bond Fund — 2.01% ($8.17M)
- Calvert International Equity Fund — 1.93% ($7.83M)
- Calvert Emerging Markets Equity Fund — 1.76% ($7.16M)
- Calvert Small Cap Fund — 1.61% ($6.55M)
- Morgan Stanley & Co. LLC — 1.08% ($4.41M)
- Calvert US Mid Cap Core Responsible Index Fund — 0.90% ($3.65M)
- Calvert Small/Mid-Cap Fund — 0.49% ($1.99M)
- Calvert International Opportunities Fund — 0.00% ($13.1K)
- Calvert Short-Duration Income Fund — 0.00% ($10.6K)
What are CAMRX's top 10 holdings?
Calvert US Large Cap Growth Responsible Index Fund (16.9%), Calvert US Large Cap Core Responsible Index Fund (16.1%), Calvert Bond Fund (15.6%), Calvert International Responsible Index Fund (9.7%), CLDIX (9.4%), Calvert US Large Cap Value Responsible Index Fund (7.0%), Calvert Equity Fund (4.8%), Calvert Emerging Markets Advancement Fund (4.3%), Calvert Mortgage Access Fund (4.0%), Calvert High Yield Bond Fund (2.3%).
How many stocks are in CAMRX?
Calvert Moderate Allocation Fund reported 19 holdings as of June 30, 2026.
Share classes: CAMRX, CLAIX, CMAAX, CMACX