CFJAX Mutual Fund

CFJAX Mutual Fund (Calvert US Large Cap Value Responsible Index Fund Class A) is managed by Calvert with $176.3M in net assets. CFJAX expense ratio is 0.49%, holding 520 positions across sectors including Financials, Health Care, Industrials. Inception date: 2015-06-19.

CFJAX performance shows a YTD return of 22.16%. The 1-year return is 28.57% and the 5-year return is 10.18%. CFJAX dividend yield stands at 1.58%, paid annually.

CFJAX top holdings include Jpmorgan Chase (4.8%), Bank of America Corp.: Financials (2.4%), Unitedhealth Group, Inc. (1.8%), Wells Fargo & Co. (1.5%), Citigroup Inc. (1.3%). Go to all CFJAX holdings, CFJAX sectors, or CFJAX dividends.

CFJAX can be compared against other funds. Use CFJAX overlap to find shared positions, or CFJAX vs another fund for a side-by-side view. CFJAX alternatives are available via the screener, along with tax-loss harvesting opportunities.