- What are the top holdings of CMAAX?
- A machine-readable holdings disclosure for Calvert Moderate Allocation Fund (CMAAX) is not available from our data sources — fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.
- What sectors does CMAAX invest in?
- Calvert Moderate Allocation Fund (CMAAX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is CMAAX most exposed to?
- CMAAX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is CMAAX a US-only fund?
- The country allocation card on this page shows CMAAX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- What does CMAAX invest in?
- This offering operates as a 'fund of funds,' aiming to fulfill its investment objectives by primarily deploying capital into a selection of Calvert's own income and equity portfolios. These underlying investments are rigorously chosen to align with specific investment criteria, notably encompassing the firm's responsible investing principles. Generally, 50% to 80% of its net assets are directed towards funds predominantly focused on equity securities, with 20% to 50% allocated to funds emphasizing income-generating securities. Furthermore, a small portion, from 0% to 10%, of its net assets may be maintained in cash or short-term money market instruments.
