# Calvert Moderate Allocation Fund

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.

## Profile

- Series ID: S000008722
- Registrant: Calvert Social Investment Fund
- LEI: 549300ORTNKBKFWWD569
- Net assets: $371.6M
- Total assets: $372.2M
- As of: 2026-03-31
- Type: Fund of funds

## Advisers

- [Calvert Research and Management (Advisor)](https://search.stillhousedata.com/firm/285127)

## Top holdings (24 reported)

_Showing 15 of 24 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [Calvert US Large Cap Growth Responsible Index Fund](https://search.stillhousedata.com/security/131618472) | — | $62.9M | 1692.36% |
| [Calvert US Large Cap Core Responsible Index Fund](https://search.stillhousedata.com/security/131582298) | — | $59.3M | 1594.43% |
| [Calvert Bond Fund](https://search.stillhousedata.com/security/131582322) | — | $53.2M | 1432.26% |
| [Calvert Core Bond Fund](https://search.stillhousedata.com/security/131582330) | — | $34.6M | 930.04% |
| [Calvert US Large Cap Value Responsible Index Fund](https://search.stillhousedata.com/security/131618464) | — | $25.0M | 673.61% |
| [Calvert International Responsible Index Fund](https://search.stillhousedata.com/security/13161Y848) | — | $24.4M | 657.28% |
| [Calvert International Equity Fund](https://search.stillhousedata.com/security/131649741) | — | $19.1M | 515.00% |
| [Calvert Equity Fund](https://search.stillhousedata.com/security/131582280) | — | $18.7M | 504.17% |
| [Calvert Emerging Markets Advancement Fund](https://search.stillhousedata.com/security/131649717) | — | $15.3M | 411.79% |
| [Calvert Mortgage Access Fund](https://search.stillhousedata.com/security/131582231) | — | $15.0M | 402.83% |
| [Calvert Flexible Bond Fund](https://search.stillhousedata.com/security/13161X840) | — | $7.9M | 212.20% |
| [Calvert High Yield Bond Fund](https://search.stillhousedata.com/security/131582272) | — | $6.8M | 184.11% |
| [Calvert Emerging Markets Equity Fund](https://search.stillhousedata.com/security/131649766) | — | $6.5M | 175.96% |
| [Calvert Floating-Rate Advantage Fund](https://search.stillhousedata.com/security/13161X865) | — | $6.5M | 174.79% |
| [Calvert Small Cap Fund](https://search.stillhousedata.com/security/13161P672) | — | $5.8M | 156.54% |

## Net asset history

| 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 |

## More

- [Registrant: Calvert Social Investment Fund](https://search.stillhousedata.com/registrant/356682)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000008722.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.