Calvert Floating-Rate Advantage FundCFOAX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$35.3M
Expense ratio
2.79%
1-year return
+3.2%
3 years, a year
+7.0%
5 years, a year
+4.7%
Holdings
112
What it aims to do.
The Funds investment objective is to provide a high level of current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| HUB International Limited | 4.22% |
| Charter NEX US Inc | 4.02% |
| JOBY Jazz Financing Lux Sarl | 3.26% |
| Cpi Holdco B Llc | 2.87% |
| JOBY Clarios Global LP | 2.26% |
| Medline Borrower LP | 2.25% |
| Alliant Holdings Intermediate, LLC | 2.22% |
| WEC US Holdings Ltd | 2.04% |
| Madison IAQ LLC | 2.03% |
| Amwins Group Inc | 2.02% |
More on CFOAX.
- CFOAX overview
- CFOAX holdings
- CFOAX risk
- CFOAX costs
- CFOAX money in and out
- CFOAX share classes
- Compare CFOAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.