CAARX Mutual Fund
CAARX Mutual Fund
CAARX Mutual Fund
Calvert Conservative Allocation Fund Class R6
CAARX Mutual Fund Overview
CAARX Mutual Fund (Calvert Conservative Allocation Fund Class R6) is managed by Calvert. CAARX expense ratio is 0.73%, holding 24 positions across various sectors. Inception date: 2022-02-01.
CAARX performance shows a YTD return of 1.96%. The 1-year return is 4.09% and the 5-year return is 3.26%. CAARX dividend yield stands at 3.60%, paid quarterly.
CAARX top holdings include Calvert Bond R6 (29.9%), Calvert Core Bond Fund (18.1%), Calvert Us Large Cap Growth Rspnb Idx R6 (9.5%), Calvert US Large Cap Core Responsible Index Fund (9.0%), Calvert Mortgage Access Fund (7.2%). Go to all CAARX holdings, CAARX sectors, or CAARX dividends.
CAARX can be compared against other funds. Use CAARX overlap to find shared positions, or CAARX vs another fund for a side-by-side view. CAARX alternatives are available via the screener, along with tax-loss harvesting opportunities.