CALCX Mutual Fund
CALCX Mutual Fund
CALCX Mutual Fund
Calvert Conservative Allocation Fund Class C
CALCX Mutual Fund Overview
CALCX Mutual Fund (Calvert Conservative Allocation Fund Class C) is managed by Calvert with $48.9M in net assets. CALCX expense ratio is 1.80%, holding 24 positions across various sectors. Inception date: 2005-04-29.
CALCX performance shows a YTD return of 1.17%. The 1-year return is 2.97% and the 5-year return is -0.50%. CALCX dividend yield stands at 2.51%, paid quarterly.
CALCX 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 CALCX holdings, CALCX sectors, or CALCX dividends.
CALCX can be compared against other funds. Use CALCX overlap to find shared positions, or CALCX vs another fund for a side-by-side view. CALCX alternatives are available via the screener, along with tax-loss harvesting opportunities.