CCLAX Mutual Fund
CCLAX Mutual Fund
CCLAX Mutual Fund
Calvert Conservative Allocation Fund Class A
CCLAX Mutual Fund Overview
CCLAX Mutual Fund (Calvert Conservative Allocation Fund Class A) is managed by Calvert with $48.9M in net assets. CCLAX expense ratio is 1.05%, holding 24 positions across various sectors. Inception date: 2005-04-29.
CCLAX performance shows a YTD return of 1.70%. The 1-year return is 3.75% and the 5-year return is -0.48%. CCLAX dividend yield stands at 3.27%, paid quarterly.
CCLAX top holdings include Calvert Bond R6 (29.9%), Calvert Core Bond Fund (18.1%), Calvert Us Large Cap Growth Rspnb Idx R6 (9.5%), Calvert US Large Cap Core Responsible Index Fund (9.0%), Calvert Mortgage Access Fund (7.2%). Go to all CCLAX holdings, CCLAX sectors, or CCLAX dividends.
CCLAX can be compared against other funds. Use CCLAX overlap to find shared positions, or CCLAX vs another fund for a side-by-side view. CCLAX alternatives are available via the screener, along with tax-loss harvesting opportunities.