CRFIX Mutual Fund
CRFIX Mutual Fund
Calvert Focused Value Fund Class I
CRFIX Mutual Fund Overview
CRFIX Mutual Fund (Calvert Focused Value Fund Class I) is managed by Calvert. CRFIX expense ratio is 0.74%, holding 31 positions across sectors including Financials, Consumer Discretionary, Health Care. Inception date: 2022-04-29.
CRFIX performance shows a YTD return of 8.00%. The 1-year return is 30.17%. CRFIX dividend yield stands at 5.28%, paid annually.
CRFIX top holdings include Alphabet Inc Common Stock USD 0.001 (5.0%), Amazon.Com Inc (4.8%), Intel Corp (4.5%), Bank of America Corp.: Financials (4.2%), Nextera Energy Inc. (3.4%). Go to all CRFIX holdings, CRFIX sectors, or CRFIX dividends.
CRFIX can be compared against other funds. Use CRFIX overlap to find shared positions, or CRFIX vs another fund for a side-by-side view. CRFIX alternatives are available via the screener, along with tax-loss harvesting opportunities.