CFAIX Mutual Fund
CFAIX Mutual Fund
CFAIX Mutual Fund
Calvert Conservative Allocation Fund Class I
CFAIX Mutual Fund Overview
CFAIX Mutual Fund (Calvert Conservative Allocation Fund Class I) is managed by Calvert with $45.5M in net assets. CFAIX expense ratio is 0.79%, holding 16 positions across various sectors. Inception date: 2016-05-20.
CFAIX performance shows a YTD return of 2.97%. The 1-year return is 4.17% and the 5-year return is 3.18%. CFAIX dividend yield stands at 3.49%, paid quarterly.
CFAIX top holdings include Calvert Bond R6 (28.5%), Calvert Core Bond Fund (17.2%), Calvert US Large Cap Core Responsible Index Fund (10.9%), Calvert Us Large Cap Growth Rspnb Idx R6 (9.8%), Calvert Mortgage Access Fund (6.7%). Go to all CFAIX holdings, CFAIX sectors, or CFAIX dividends.
CFAIX can be compared against other funds. Use CFAIX overlap to find shared positions, or CFAIX vs another fund for a side-by-side view. CFAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.