CLDAX Mutual Fund

CLDAX Mutual Fund (Calvert Core Bond Fund A) is managed by Calvert with $48.9M in net assets. CLDAX expense ratio is 0.74%, holding 424 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2004-12-31.

CLDAX performance shows a YTD return of -0.89%. The 1-year return is 2.27% and the 5-year return is -0.43%. CLDAX dividend yield stands at 3.93%, paid monthly.

CLDAX top holdings include Single Family Mortgage 5 04/14/2051 (11.9%), Us Treasury N/B 02/44 3.625 (6.6%), Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (6.1%), Us Treas Nts 4.125% 11/30/29 (2.9%), Us Treasury N/B 11/30 3.5 (2.8%). Go to all CLDAX holdings, CLDAX sectors, or CLDAX dividends.

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