CRFIX Mutual Fund (Calvert Focused Value Fund Class I) is managed by Calvert. CRFIX expense ratio is 0.74%, holding 31 positions across sectors including Financials, Unknown, Consumer Discretionary. Inception date: 2022-04-29.

CRFIX performance shows a YTD return of 8.00%. The 1-year return is 30.17%. CRFIX dividend yield stands at 5.28%, paid annually.

CRFIX top holdings include Alphabet Inc Common Stock USD 0.001 (5.0%), Amazon.Com Inc (4.8%), Intel Corp (4.5%), Bank of America Corp.: Financials (4.2%), Nextera Energy Inc. (3.4%). View all CRFIX holdings, sector breakdown, or dividend history.

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