CIFCX Mutual Fund

CIFCX Mutual Fund (Calvert Income Fund Class C) is managed by Calvert with $48.9M in net assets. CIFCX expense ratio is 1.67%, holding 488 positions across sectors including Financials, Information Technology, Communication Services. Inception date: 2000-07-31.

CIFCX performance shows a YTD return of -0.64%. The 1-year return is 2.51% and the 5-year return is -0.13%. CIFCX dividend yield stands at 3.68%, paid monthly.

CIFCX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (10.4%), Us Treasury N/B 11/30 3.5 (2.8%), Umbs 30Yr Tba(Reg A) 4.5% Apr 14, 2021 (2.7%), Treasury Bond 3% Feb 15, 2049 (2.4%), Treasury Note 1.50% 11/30/2028 (2.2%). Go to all CIFCX holdings, CIFCX sectors, or CIFCX dividends.

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