CMACX Mutual Fund
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 Financials. Inception date: 2005-04-29.
CMACX performance shows a YTD return of 6.63%. The 1-year return is 13.14% and the 5-year return is 4.17%. CMACX dividend yield stands at 6.08%, 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%). Go to all CMACX holdings, CMACX sectors, or CMACX dividends.
CMACX can be compared against other funds. Use CMACX overlap to find shared positions, or CMACX vs another fund for a side-by-side view. CMACX alternatives are available via the screener, along with tax-loss harvesting opportunities.