Calvert ESG Multi-Asset Moderate (S:0P0001US3K)
13.42
+0.18
(+1.39%)
USD |
Feb 28 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of April 19, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Calvert Bond Fund I | 15.80% | 14.75 | 0.41% |
| Calvert US Large-Cap Core Responsible Index ETF | 13.10% | 88.04 | 1.44% |
| Calvert US Large-Cap Growth Responsible Indx Fd I | 12.10% | 77.98 | 1.46% |
| Calvert Core Bond Fund A | 11.70% | 15.88 | 0.44% |
| iShares ESG Aware MSCI EAFE ETF | 9.10% | 103.00 | 1.29% |
| Calvert Income Fund A | 7.50% | 15.38 | 0.39% |
| Calvert US Large-Cap Value Responsible Index Fd I | 5.10% | 37.09 | 1.51% |
| Calvert High Yield Bond Fund I | 4.00% | 24.60 | 0.29% |
| Calvert Emerging Markets Advancement Fund I | 3.70% | 17.95 | 1.24% |
| Calvert Emerging Markets Equity Fund I | 3.50% | 27.03 | 1.24% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |