CALCX Mutual Fund

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 sectors including Financials. Inception date: 2005-04-29.

CALCX performance shows a YTD return of 2.80%. The 1-year return is 7.71% and the 5-year return is 2.21%. CALCX dividend yield stands at 2.44%, paid quarterly.

CALCX 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%). 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.