Calvert Floating Rate Advantage Fund Quote

CFORX Fund  USD 8.99  0.01  0.11%   

Performance

17 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 16

 
High
 
Low
Low
Calvert Floating-rate is trading at 8.99 as of the 28th of November 2024; that is 0.11% up since the beginning of the trading day. The fund's open price was 8.98. Calvert Floating-rate has less than a 16 % 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 30th of August 2024 and ending today, the 28th of November 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 together with Calvert Mutual Fund

  0.96OOSYX Oppenheimer SeniorPairCorr
  0.96OOSIX Oppenheimer SeniorPairCorr
  0.98LFRIX Floating RatePairCorr
  0.99LARCX Floating RatePairCorr

Moving against Calvert Mutual Fund

  0.62PFHCX Pacific Funds SmallPairCorr
  0.49CTTCX Calvert Tax FreePairCorr
  0.46NHS Neuberger Berman HighPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Investments Funds, Large Funds, Bank Loan Funds, Bank Loan, Calvert Investments (View all Sectors)
Update Date30th of September 2024
Calvert Floating Rate Advantage [CFORX] is traded in USA and was established 28th of November 2024. Calvert Floating-rate is listed under Calvert Investments category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Calvert Investments family. This fund currently has accumulated 81.8 M in assets under management (AUM) with no minimum investment requirementsCalvert Floating Rate is currently producing year-to-date (YTD) return of 8.14% with the current yeild of 0.0%, while the total return for the last 3 years was 6.1%.
Check Calvert Floating-rate Probability Of Bankruptcy

Instrument Allocation

Top Calvert Floating Rate Advantage Mutual Fund Constituents

Calvert Floating-rate Top Holders

CCLAXCalvert Conservative AllocationMutual FundAllocation--30% to 50% Equity
CMAAXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
CUBCXCalvert Unconstrained BondMutual FundNontraditional Bond
CUBRXCalvert Flexible BondMutual FundNontraditional Bond
CMACXCalvert Moderate AllocationMutual FundAllocation--50% to 70% Equity
CALCXCalvert Servative AllocationMutual FundAllocation--30% to 50% Equity
CFAIXCalvert Conservative AllocationMutual FundAllocation--30% to 50% Equity
CUBAXCalvert Unconstrained BondMutual FundNontraditional Bond
More Details

Calvert Floating Rate Risk Profiles

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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