Calvert Floating Rate Advantage Fund Quote

CFOAX Fund  USD 8.98  0.02  0.22%   

Performance

16 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 17

 
High
 
Low
Low
Calvert Floating is trading at 8.98 as of the 26th of December 2024; that is 0.22% down since the beginning of the trading day. The fund's open price was 9.0. Calvert Floating has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 26th of November 2024 and ending today, the 26th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in income producing floating rate loans and other floating rate debt securities. It invests primarily in senior floating rate loans of domestic and foreign borrowers . The fund currently borrows for the purpose of acquiring additional income-producing investments . More on Calvert Floating Rate Advantage

Moving against Calvert Mutual Fund

  0.84CWVCX Calvert InternationalPairCorr
  0.82CWVIX Calvert InternationalPairCorr
  0.82CWVGX Calvert InternationalPairCorr
  0.79CEMCX Calvert Emerging MarketsPairCorr
  0.78CEMAX Calvert Emerging MarketsPairCorr
  0.74CVMCX Calvert Emerging MarketsPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Funds, Bank Loan Funds, Bank Loan, Calvert Research and Management (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date19th of April 2023
Fiscal Year EndSeptember
Calvert Floating Rate Advantage [CFOAX] is traded in USA and was established 26th of December 2024. Calvert Floating is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Calvert Research and Management family. This fund currently has accumulated 77.46 M in assets under management (AUM) with no minimum investment requirementsCalvert Floating Rate is currently producing year-to-date (YTD) return of 8.38% with the current yeild of 0.0%, while the total return for the last 3 years was 5.97%.
Check Calvert Floating Probability Of Bankruptcy

Instrument Allocation

Top Calvert Floating Rate Advantage Mutual Fund Constituents

Calvert Floating Rate Risk Profiles

Calvert Floating Against Markets

Other Information on Investing in Calvert Mutual Fund

Calvert Floating financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Floating security.
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