CFAIX Mutual Fund
CFAIX Mutual Fund
CFAIX Mutual Fund
Calvert Conservative Allocation Fund Class I
CFAIX Mutual Fund Overview
CFAIX Mutual Fund (Calvert Conservative Allocation Fund Class I) is managed by Calvert with $48.9M in net assets. CFAIX expense ratio is 0.79%, holding 24 positions across various sectors. Inception date: 2016-05-20.
CFAIX performance shows a YTD return of 1.95%. The 1-year return is 4.07% and the 5-year return is -0.49%. CFAIX dividend yield stands at 3.53%, paid quarterly.
CFAIX 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 CFAIX holdings, CFAIX sectors, or CFAIX dividends.
CFAIX can be compared against other funds. Use CFAIX overlap to find shared positions, or CFAIX vs another fund for a side-by-side view. CFAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.