CFOIX Mutual Fund

CFOIX Mutual Fund (Calvert Floating-Rate Advantage Fund Class I) is managed by Calvert. CFOIX expense ratio is 2.54%, holding 194 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2017-10-10.

CFOIX performance shows a YTD return of -0.17%. The 1-year return is 3.02% and the 5-year return is 4.64%. CFOIX dividend yield stands at 5.89%, paid monthly.

CFOIX 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%), Prp Advisors, Llc, Series 2025-Rpl3, Class A1, 3.25% 4/25/2055 (4.25% On 4/1/2028) (1.8%), Amwins Group, Inc. Term Loan First Lien (1.6%). Go to all CFOIX holdings, CFOIX sectors, or CFOIX dividends.

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