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CFMCX

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Analysis and statistics

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About

CFMCX.US is the ticker symbol for the Calvert Moderate Allocation Fund Class C shares. This fund is a mutual fund offered by Calvert Research and Management, a subsidiary of Morgan Stanley Investment Management. The fund's objective is to seek long-term capital appreciation and current income by allocating assets among various investment categories, including stocks, bonds, and alternative investments. The specific allocation mix is typically balanced between growth and income-producing assets, making it a "moderate" allocation fund. Investors should review the fund's prospectus for detailed information on its investment strategy, risks, fees, and performance.
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Factors

Market Interest Rates: Higher interest rates generally decrease bond prices, including those in CFMCX.US, as newer bonds offer more attractive yields.

Inflation Expectations: Rising inflation erodes the value of fixed income assets like bonds, leading to price declines in CFMCX.US.

Credit Risk: Deterioration in the creditworthiness of bond issuers within CFMCX.US's portfolio increases the risk of default, lowering the fund's price.

Economic Growth: Strong economic growth can lead to higher interest rates and inflation, negatively impacting bond prices in CFMCX.US.

Supply and Demand: Increased demand for bonds, perhaps due to risk aversion, can raise the price of CFMCX.US, while higher supply may lower it.

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