CAARX Mutual Fund (Calvert Conservative Allocation Fund Class R6) is managed by Calvert. CAARX expense ratio is 0.73%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2022-02-01.

CAARX performance shows a YTD return of 4.57%. The 1-year return is 10.03%. CAARX dividend yield stands at 3.45%, paid quarterly.

CAARX top holdings include Calvert Bond Fund (26.8%), Calvert Core Bond Fund (18.1%), Calvert US Large Cap Growth Responsible Index Fund (9.2%), Calvert US Large Cap Core Responsible Index Fund (8.9%), Calvert Mortgage Access Fund (7.0%). View all CAARX holdings, sector breakdown, or dividend history.

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