CLAIX Mutual Fund
CLAIX Mutual Fund
CLAIX Mutual Fund
Calvert Moderate Allocation Fund Class I
CLAIX Mutual Fund Overview
CLAIX Mutual Fund (Calvert Moderate Allocation Fund Class I) is managed by Calvert with $48.9M in net assets. CLAIX expense ratio is 0.72%, holding 24 positions across various sectors. Inception date: 2016-05-20.
CLAIX performance shows a YTD return of 8.68%. The 1-year return is 9.45% and the 5-year return is 5.43%. CLAIX dividend yield stands at 2.52%, paid quarterly.
CLAIX top holdings include Calvert Us Large Cap Growth Rspnb Idx R6 (16.8%), Calvert US Large Cap Core Responsible Index Fund (16.2%), Calvert Bond R6 (15.7%), Calvert International Responsible Index Fund (9.6%), Calvert Core Bond Fund (9.4%). Go to all CLAIX holdings, CLAIX sectors, or CLAIX dividends.
CLAIX can be compared against other funds. Use CLAIX overlap to find shared positions, or CLAIX vs another fund for a side-by-side view. CLAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.