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 $48.9M in net assets. CFAIX expense ratio is 0.79%, holding 24 positions across sectors including Financials. Inception date: 2016-05-20.
CFAIX performance shows a YTD return of 3.40%. The 1-year return is 8.77% and the 5-year return is 3.23%. CFAIX dividend yield stands at 3.42%, paid quarterly.
CFAIX 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 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.