CFORX Mutual Fund

CFORX Mutual Fund (Calvert Floating-Rate Advantage Fund Class R6) is managed by Calvert with $32.2M in net assets. CFORX expense ratio is 2.44%, holding 194 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2017-10-10.

CFORX performance shows a YTD return of -0.17%. The 1-year return is 2.88% and the 5-year return is 4.78%. CFORX dividend yield stands at 5.87%, paid monthly.

CFORX top holdings include Morgan Stanley Institutional Liquidity Funds - GOV (17.8%), Cpi Holdco B Llc Term Loan (2.3%), Applied Systems Inc 2024 1St Lien Term Loan 1 02/24/2031 (2.0%), Ingles Markets, Inc. 4.00% 6/15/2031 (1.8%), Amwins Group, Inc., First Lien, Cme Term Loan, B (1.6%). Go to all CFORX holdings, CFORX sectors, or CFORX dividends.

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