Calvert Moderate Allocation Fund (CMAAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CMAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CMAAX
CMAAX charges 0.40% annually. There are 143 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CMAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CMAAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | CMAAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CMAAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CMAAX vs FYMIX |
Best Risk-Adjusted Alternatives to CMAAX
CMAAX has a PortfoliosLab risk / return rank of 47. There are 408 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CMAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CMAAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | CMAAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | CMAAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | CMAAX vs FSRRX |
Top Performing CMAAX Alternatives (YTD)
CMAAX is at 6.92% YTD. There are 235 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | CMAAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | CMAAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | CMAAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | CMAAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | CMAAX vs BRUFX |
Lowest Volatility Alternatives to CMAAX
CMAAX has 9.59% 1-year volatility. There are 354 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | CMAAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | CMAAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | CMAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | CMAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | CMAAX vs CSTAX |
Lowest Drawdown Alternatives to CMAAX
CMAAX has a 1-year max drawdown of -7.33%. There are 381 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CMAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CMAAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CMAAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CMAAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | CMAAX vs CSTAX |
Other Mutual Funds from Calvert
The 10 most viewed Calvert mutual funds shown here include CISIX, CSIEX, CAEIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Calvert US Large-Cap Core Responsible Index Fund | Large Cap Blend Equities | 63 | 11.28% | — | Jun 2000 | CMAAX vs CISIX | |
| Calvert Equity Fund | Large Cap Growth Equities | 3 | -4.38% | — | Aug 1987 | CMAAX vs CSIEX | |
| Calvert Global Energy Solutions Fund | Global Equities | 51 | 11.52% | — | May 2007 | CMAAX vs CAEIX | |
| Calvert International Responsible Index Fund | Foreign Large Cap Equities | 74 | 16.93% | — | Oct 2015 | CMAAX vs CDHIX | |
| Calvert US Large-Cap Growth Responsible Index Fund | Large Cap Growth Equities | 29 | 7.25% | — | Jun 2015 | CMAAX vs CGJIX | |
| Calvert Ultra-Short Duration Income Fund | Ultrashort Bond | 99 | 1.55% | — | Oct 2006 | CMAAX vs CULAX | |
| Calvert US Large-Cap Value Responsible Index Fund | Large Cap Value Equities | 93 | 23.32% | — | Jun 2015 | CMAAX vs CFJIX | |
| Calvert Emerging Markets Equity Fund | Emerging Markets Equities | 66 | 19.64% | — | Oct 2012 | CMAAX vs CVMIX | |
| Calvert Income Fund | Corporate Bonds | 27 | -0.48% | — | Oct 1982 | CMAAX vs CFICX | |
| Calvert Growth Allocation Fund | Diversified Portfolio | 53 | 9.81% | — | Jun 2005 | CMAAX vs CAAAX |
Often Compared With CMAAX
Investors most often compare CMAAX with BLNDX, FCSRX, CRFIX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare CMAAX with Any Fund or Stock
Compare CMAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CMAAX with funds that move differently
Calvert Moderate Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CMAAX.
Explore CMAAX Diversifiers