CFORX Mutual Fund (Calvert Floating-Rate Advantage Fund Class R6) is managed by Calvert with $32.2M in net assets. CFORX expense ratio is 2.44%, holding 194 positions across sectors including Other, Financials, Industrials. Inception date: 2017-10-10.

CFORX performance shows a YTD return of -0.17%. The 1-year return is 2.88% and the 5-year return is 4.78%. CFORX dividend yield stands at 5.87%, paid monthly.

CFORX top holdings include Msilf Government Port (17.8%), Cpi Holdco B Llc Term Loan (2.3%), Applied Systems, Inc.-Ini 0.00 02/24/2031 (2.0%), F/C S&P Mid 400 Emini Jun26 06/18/2026 (1.8%), Amwins Group, Inc., First Lien, Cme Term Loan, B (1.6%). View all CFORX holdings, sector breakdown, or dividend history.

CFORX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CFORX alternatives are available via the screener, along with tax-loss harvesting opportunities.