CMACX Mutual Fund
CMACX Mutual Fund
Calvert Moderate Allocation Fund Class C
CMACX Mutual Fund Overview
CMACX Mutual Fund (Calvert Moderate Allocation Fund Class C) is managed by Calvert with $48.9M in net assets. CMACX expense ratio is 1.72%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2005-04-29.
CMACX performance shows a YTD return of 10.06%. The 1-year return is 17.20% and the 5-year return is 4.62%. CMACX dividend yield stands at 6.01%, paid quarterly.
CMACX 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%). View all CMACX holdings, sector breakdown, or dividend history.
CMACX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CMACX alternatives are available via the screener, along with tax-loss harvesting opportunities.