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 $297.6M in net assets. CMAAX expense ratio is 0.97%, holding 17 positions across various sectors. Inception date: 2005-04-29.
CMAAX performance shows a YTD return of 6.04%. The 1-year return is 7.69% and the 5-year return is 4.68%. CMAAX dividend yield stands at 2.28%, paid quarterly.
CMAAX top holdings include Calvert Us Large Cap Growth Rspnb Idx R6 (17.9%), Calvert US Large Cap Core Responsible Index Fund (17.8%), Calvert Bond R6 (14.2%), Calvert International Responsible Index Fund (10.6%), Calvert Core Bond Fund (8.6%). 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.