CCLAX Mutual Fund

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 Financials. Inception date: 2005-04-29.

CCLAX performance shows a YTD return of 3.22%. The 1-year return is 8.51% and the 5-year return is 2.97%. CCLAX dividend yield stands at 3.18%, 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%). 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.