CAMRX Mutual Fund

CAMRX Mutual Fund (Calvert Moderate Allocation Fund Class R6) is managed by Calvert. CAMRX expense ratio is 0.67%, holding 24 positions across sectors including Financials. Inception date: 2022-02-01.

CAMRX performance shows a YTD return of 7.30%. The 1-year return is 14.29% and the 5-year return is 5.63%. CAMRX dividend yield stands at 6.61%, paid quarterly.

CAMRX top holdings include Calvert US Large Cap Growth Responsible Index Fund (16.9%), Calvert US Large Cap Core Responsible Index Fund (15.9%), Calvert Bond Fund (14.3%), Calvert Core Bond Fund (9.3%), Calvert US Large Cap Value Responsible Index Fund (6.7%). Go to all CAMRX holdings, CAMRX sectors, or CAMRX dividends.

CAMRX can be compared against other funds. Use CAMRX overlap to find shared positions, or CAMRX vs another fund for a side-by-side view. CAMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.