CLAIX Mutual Fund (Calvert Moderate Allocation Fund Class I) is managed by Calvert with $48.9M in net assets. CLAIX expense ratio is 0.72%, holding 24 positions across sectors including Unknown, Financials, Other. Inception date: 2016-05-20.

CLAIX performance shows a YTD return of 10.40%. The 1-year return is 18.22% and the 5-year return is 5.69%. CLAIX dividend yield stands at 6.48%, paid quarterly.

CLAIX top holdings include Calvert US Large Cap Growth Responsible Index Fund (16.9%), Calvert US Large Cap Core Responsible Index Fund (15.9%), Calvert Bond Fund (14.3%), Calvert Core Bond Fund (9.3%), Calvert US Large Cap Value Responsible Index Fund (6.7%). View all CLAIX holdings, sector breakdown, or dividend history.

CLAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CLAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.