Calvert Focused Value FundCRFIX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$12.2M
Expense ratio
0.74%
1-year return
+11.7%
3 years, a year
+10.8%
5 years, a year
—
Holdings
30
What it aims to do.
The Funds investment objective is total return.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| GOOGL Alphabet Inc | 5.89% |
| AMZN Amazon.com Inc | 5.58% |
| BMY Bristol-Myers Squibb Co | 4.66% |
| BAC Bank of America Corp | 4.00% |
| JOBY Johnson Controls International plc | 3.86% |
| FR First Industrial Realty Trust Inc | 3.82% |
| SCHW Charles Schwab Corp/The | 3.80% |
| AIG American International Group Inc | 3.63% |
| MU Micron Technology Inc | 3.62% |
| HSY Hershey Co/The | 3.60% |
More on CRFIX.
- CRFIX overview
- CRFIX holdings
- CRFIX risk
- CRFIX costs
- CRFIX money in and out
- CRFIX share classes
- Compare CRFIX 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.