CFOAX Mutual Fund

CFOAX Mutual Fund (Calvert Floating-Rate Advantage Fund Class A) is managed by Calvert. CFOAX expense ratio is 2.79%, holding 194 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2017-10-10.

CFOAX performance shows a YTD return of -0.27%. The 1-year return is 2.65% and the 5-year return is 4.39%. CFOAX dividend yield stands at 5.63%, paid monthly.

CFOAX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (17.8%), Cpi Holdco B Llc Term Loan (2.3%), Applied Systems, Inc.-Ini 0.00 02/24/2031 (2.0%), Egypt Government International Bond 6.375 04/11/2031 (1.8%), Amwins Group, Inc. Term Loan First Lien (1.6%). Go to all CFOAX holdings, CFOAX sectors, or CFOAX dividends.

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