CFOIX Mutual Fund (Calvert Floating-Rate Advantage Fund Class I) is managed by Calvert. CFOIX expense ratio is 2.54%, holding 194 positions across sectors including Other, Financials, Industrials. Inception date: 2017-10-10.

CFOIX performance shows a YTD return of -0.17%. The 1-year return is 3.02% and the 5-year return is 4.64%. CFOIX dividend yield stands at 5.89%, paid monthly.

CFOIX top holdings include Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (17.8%), Cpi Holdco B Llc Term Loan (2.3%), Applied Systems, Inc.-Ini 0.00 02/24/2031 (2.0%), Steel Dynamics Inc 4%12/15/2028 (1.8%), Amwins Group, Inc. Term Loan First Lien (1.6%). View all CFOIX holdings, sector breakdown, or dividend history.

CFOIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CFOIX alternatives are available via the screener, along with tax-loss harvesting opportunities.