Finance Home
-
My Yahoo
-
Yahoo!
-
Help
Monday, December 21, 2009, 8:45PM ET - U.S. Markets Closed.
Dow
0.83%
Nasdaq
1.17%
Home
Investing
Market Overview
Market Stats
Stocks
Mutual Funds
ETFs
Bonds
Options
Industries
Currencies
New!
Education
News & Opinion
Markets
Investing Ideas
Expert Advice
Special Editions
Company Finances
Providers
Personal Finance
Banking & Budgeting
Career & Work
College & Education
Family & Home
Insurance
Loans
Real Estate
Retirement
Taxes
How-to Guides
My Portfolios
Sign In to Create/Edit My Portfolios
Free trial of Real-Time Quotes
Tech Ticker
Get Quotes
Finance Search
Calvert Moderate Allocation A (CMAAX)
On
Dec 21
:
14.28
0.08
(0.56%)
MORE ON CMAAX
Quotes
Summary
Historical Prices
Charts
Interactive
Basic Chart
Basic Tech. Analysis
News & Info
Headlines
Message Board
Fund
Profile
Performance
Holdings
Risk
Purchase Info
Analyst
Research Reports
Holdings
As of 31-Oct-09
Get
Holdings
for:
OVERALL PORTFOLIO COMPOSITION (%)
Cash:
5.33
Stocks:
62.62
Bonds:
31.34
Other:
0.71
TOP 10 HOLDINGS ( 97.30% OF TOTAL ASSETS)
Company
Symbol
% Assets
YTD Return %
Calvert Social Investment Bond I
N/A
35.86
N/A
Calvert Social Investment Enhanced Eq I
N/A
13.97
N/A
Calvert World Values International Eq I
N/A
13.71
N/A
Calvert Social Investment Equity I
N/A
10.03
N/A
Calvert Large Cap Growth I
N/A
8.96
N/A
Calvert Social Index I
N/A
3.98
N/A
Calvert Mid Cap Value I
N/A
3.01
N/A
Calvert Small Cap Value I
N/A
2.93
N/A
Calvert New Vision Small Cap I
N/A
2.88
N/A
Calvert Intl Opp I
N/A
1.97
N/A
EQUITY HOLDINGS
Averages
CMAAX
Category Avg
Price/Earnings
16.00
15.52
Price/Book
1.82
1.96
Price/Sales
0.81
1.06
Price/Cashflow
7.22
7.89
Median Market Cap
12.73B
23.67B
3 Year Earnings Growth
15.46%
10.91%
SECTOR WEIGHTINGS (%)
Sector
CMAAX
Category Avg
Utilities
2.93
3.50
Business services
5.77
4.55
Financials
15.72
17.36
Telecommunications
6.17
6.29
Media
2.44
2.39
Consumer goods
10.50
10.76
Energy
6.62
11.02
Hardware
11.75
8.44
Health
12.76
11.26
Software
3.58
3.84
Consumer services
12.28
8.30
Industrial materials
9.45
12.31
BOND RATINGS (%)
Sector
CMAAX
Category Avg
US GOVERNMENT
N/A
N/A
AAA
40.84
51.09
AA
17.90
4.84
A
20.80
11.22
BBB
13.07
13.49
BB
3.86
6.66
B
1.80
6.45
BELOW B
1.38
3.33
OTHER
0.35
2.91
BOND HOLDINGS
Averages
CMAAX
Category Avg
Maturity
3.87
6.77
Duration
3.00
4.21
Credit Quality
AA
A
PrecisionIR Presents:
Free Prospectus for CMAAX
Add to Portfolio
Set Alert
Email to a Friend
Get
Holdings
for Another Symbol:
Symbol Lookup
Top Performers by Style
Prospectus Finder