CMAAX Mutual Fund
CMAAX Mutual Fund
CMAAX Mutual Fund
Calvert Moderate Allocation Fund Class A
CMAAX Mutual Fund Overview
CMAAX Mutual Fund (Calvert Moderate Allocation Fund Class A) is managed by Calvert with $48.9M in net assets. CMAAX expense ratio is 0.97%, holding 24 positions across sectors including Financials. Inception date: 2005-04-29.
CMAAX performance shows a YTD return of 7.13%. The 1-year return is 14.00% and the 5-year return is 4.98%. CMAAX dividend yield stands at 6.33%, paid quarterly.
CMAAX top holdings include Calvert US Large Cap Growth Responsible Index Fund (16.9%), Calvert US Large Cap Core Responsible Index Fund (15.9%), Calvert Bond Fund (14.3%), Calvert Core Bond Fund (9.3%), Calvert US Large Cap Value Responsible Index Fund (6.7%). Go to all CMAAX holdings, CMAAX sectors, or CMAAX dividends.
CMAAX can be compared against other funds. Use CMAAX overlap to find shared positions, or CMAAX vs another fund for a side-by-side view. CMAAX alternatives are available via the screener, along with tax-loss harvesting opportunities.