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 sectors including Unknown, Financials, Other. Inception date: 2005-04-29.
CCLAX performance shows a YTD return of 4.40%. The 1-year return is 9.74% and the 5-year return is 3.40%. CCLAX dividend yield stands at 3.14%, paid quarterly.
CCLAX 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%). View all CCLAX holdings, sector breakdown, or dividend history.
CCLAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CCLAX alternatives are available via the screener, along with tax-loss harvesting opportunities.