Calvert Moderate Allocation Fund is a registered fund series of Calvert Social Investment Fund (series S000008722). Net assets $371.6M as of 2026-03-31.
Showing 15 of 24 holdings by value.
| Holding | Ticker | Value | % of fund |
|---|---|---|---|
| Calvert US Large Cap Growth Responsible Index Fund | — | $62.9M | 1692.36% |
| Calvert US Large Cap Core Responsible Index Fund | — | $59.3M | 1594.43% |
| Calvert Bond Fund | — | $53.2M | 1432.26% |
| Calvert Core Bond Fund | — | $34.6M | 930.04% |
| Calvert US Large Cap Value Responsible Index Fund | — | $25.0M | 673.61% |
| Calvert International Responsible Index Fund | — | $24.4M | 657.28% |
| Calvert International Equity Fund | — | $19.1M | 515.00% |
| Calvert Equity Fund | — | $18.7M | 504.17% |
| Calvert Emerging Markets Advancement Fund | — | $15.3M | 411.79% |
| Calvert Mortgage Access Fund | — | $15.0M | 402.83% |
| Calvert Flexible Bond Fund | — | $7.9M | 212.20% |
| Calvert High Yield Bond Fund | — | $6.8M | 184.11% |
| Calvert Emerging Markets Equity Fund | — | $6.5M | 175.96% |
| Calvert Floating-Rate Advantage Fund | — | $6.5M | 174.79% |
| Calvert Small Cap Fund | — | $5.8M | 156.54% |
| Report date | Net assets |
|---|---|
| 2026-03-31 | $371.6M |
| 2025-12-31 | $390.8M |
| 2025-09-30 | $392.8M |
| 2025-06-30 | $386.9M |
| 2025-03-31 | $370.0M |
| 2024-12-31 | $385.3M |
| 2024-09-30 | $402.6M |
| 2024-06-30 | $385.7M |