CFOAX Mutual Fund Price & Analysis

The Calvert Floating-Rate Advantage Fund - Class A (CFOAX) is a mutual fund that primarily invests in floating-rate loans and other debt securities. These types of investments have variable interest rates that adjust periodically, providing potential protection against rising interest rates. The fund aims to provide investors with a steady stream of income and potential capital appreciation. It is managed by Calvert Research and Management, a socially responsible investment firm, and may also incorporate environmental, social, and governance (ESG) factors into its investment decisions. This fund is suitable for investors seeking a diversified fixed-income portfolio with a focus on income generation and potential protection against interest rate fluctuations.

CFOAX Mutual Fund Chart & Stats

$8.54

$0.00(0.00%)

Apr 16, 2026

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Top 10 Holdings

USD_CASH

Morgan Stanley & Co. LLC

12.92%

USD_CASH

HUB International Limited

3.58%

USD_CASH

Jazz Financing Lux Sarl

2.77%

USD_CASH

CPI HOLDCO B LLC

2.38%

USD_CASH

Applied Systems Inc

2.08%

USD_CASH

Focus Financial Partners LLC

1.85%

USD_CASH

AmWINS Group Inc

1.72%

USD_CASH

Gates Global LLC

1.71%

USD_CASH

Sedgwick Claims Management Services Inc

1.64%

USD_CASH

TK Elevator Midco GmbH

1.51%

Total32.17%

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CFOAX Mutual Fund Chart & Stats

Top 10 Holdings

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