CAMRX Mutual Fund
CAMRX Mutual Fund
Calvert Moderate Allocation Fund Class R6
CAMRX Mutual Fund Overview
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 Unknown, Financials, Other. Inception date: 2022-02-01.
CAMRX performance shows a YTD return of 10.49%. The 1-year return is 18.30%. CAMRX dividend yield stands at 6.54%, 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%). View all CAMRX holdings, sector breakdown, or dividend history.
CAMRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CAMRX alternatives are available via the screener, along with tax-loss harvesting opportunities.