CULAX Mutual Fund

CULAX Mutual Fund (Calvert Ultra-Short Duration Income Fund Class A) is managed by Calvert with $48.9M in net assets. CULAX expense ratio is 0.72%, holding 235 positions across sectors including Financials, Industrials, Utilities. Inception date: 2006-10-31.

CULAX performance shows a YTD return of 1.87%. The 1-year return is 3.90% and the 5-year return is 3.52%. CULAX dividend yield stands at 3.52%, paid monthly.

CULAX top holdings include Us Treasury N/B 01/27 4.125 (10.6%), Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (5.9%), Us Treasury N/B 2.75 04/30/2027 (5.3%), BANK OF AMERICA CORP 1.73% Jul 22, 2027 (1.9%), Goldman Sachs Bank Usa 5.414% 05/21/2027 (1.9%). Go to all CULAX holdings, CULAX sectors, or CULAX dividends.

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