Calvert Floating Rate Advantage Fund Quote

CFOAX Fund  USD 8.69  0.01  0.12%   

Performance

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Odds Of Distress

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Calvert Floating is trading at 8.69 as of the 5th of January 2026; that is 0.12% up since the beginning of the trading day. The fund's open price was 8.68. Calvert Floating has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 6th of November 2025 and ending today, the 5th of January 2026. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in income producing floating rate loans and other floating rate debt securities. It invests primarily in senior floating rate loans of domestic and foreign borrowers . The fund currently borrows for the purpose of acquiring additional income-producing investments . More on Calvert Floating Rate Advantage

Moving together with Calvert Mutual Fund

  0.73CDICX Calvert Short DurationPairCorr
  0.66CDSRX Calvert Short DurationPairCorr
  0.65CDSIX Calvert Short DurationPairCorr

Calvert Mutual Fund Highlights

Fund ConcentrationCalvert Research and Management Funds, Large Funds, Bank Loan Funds, Bank Loan, Calvert Research and Management (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of February 2025
Fiscal Year EndSeptember
Calvert Floating Rate Advantage [CFOAX] is traded in USA and was established 5th of January 2026. Calvert Floating is listed under Calvert Research and Management category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Calvert Research and Management family. This fund currently has accumulated 42.88 M in assets under management (AUM) with no minimum investment requirementsCalvert Floating Rate is currently producing year-to-date (YTD) return of 1.74% with the current yeild of 0.07%, while the total return for the last 3 years was 7.56%.
Check Calvert Floating Probability Of Bankruptcy

Instrument Allocation

Top Calvert Floating Rate Advantage Mutual Fund Constituents

Calvert Floating Rate Risk Profiles

Calvert Floating Against Markets

Other Information on Investing in Calvert Mutual Fund

Calvert Floating financial ratios help investors to determine whether Calvert Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Calvert with respect to the benefits of owning Calvert Floating security.
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