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 Unknown, Financials, Other. Inception date: 2016-05-20.

CFAIX performance shows a YTD return of 4.53%. The 1-year return is 9.95% and the 5-year return is 3.66%. CFAIX dividend yield stands at 3.39%, 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%). View all CFAIX holdings, sector breakdown, or dividend history.

CFAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CFAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.