CALCX Mutual Fund
CALCX Mutual Fund
CALCX Mutual Fund
Calvert Conservative Allocation Fund Class C
CALCX Mutual Fund Overview
CALCX Mutual Fund (Calvert Conservative Allocation Fund Class C) is managed by Calvert with $7.0M in net assets. CALCX expense ratio is 1.80%, holding 16 positions across various sectors. Inception date: 2005-04-29.
CALCX performance shows a YTD return of 2.14%. The 1-year return is 3.13% and the 5-year return is 2.21%. CALCX dividend yield stands at 2.48%, paid quarterly.
CALCX top holdings include Calvert Bond R6 (28.5%), Calvert Core Bond Fund (17.2%), Calvert US Large Cap Core Responsible Index Fund (10.9%), Calvert Us Large Cap Growth Rspnb Idx R6 (9.8%), Calvert Mortgage Access Fund (6.7%). 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.