Calvert Floating Rate Advantage Fund Quote
| CFOIX Fund | USD 8.99 0.00 0.00% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Calvert Floating-rate is trading at 8.99 as of the 2nd of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 8.99. Calvert Floating-rate 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. Equity ratings for Calvert Floating Rate Advantage are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd 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
Calvert Mutual Fund Highlights
| Fund Concentration | Calvert Research and Management Funds, Large Funds, Bank Loan Funds, Bank Loan, Calvert Research and Management (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 19th of April 2023 |
| Fiscal Year End | September |
Calvert Floating Rate Advantage [CFOIX] is traded in USA and was established 2nd of December 2024. Calvert Floating-rate 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 minimum initial investment of 250 K. Calvert Floating Rate is currently producing year-to-date (YTD) return of 8.39% with the current yeild of 0.0%, while the total return for the last 3 years was 6.27%.
Check Calvert Floating-rate Probability Of Bankruptcy
Instrument Allocation
Calvert Floating Rate Risk Profiles
| Mean Deviation | 0.0881 | |||
| Standard Deviation | 0.1619 | |||
| Variance | 0.0262 | |||
| Downside Variance | 0.0144 |
Calvert Floating-rate Against Markets
Other Information on Investing in Calvert Mutual Fund
Calvert Floating-rate 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-rate security.
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