| CFORX Fund | | | USD 8.64 0.01 0.12% |
Calvert Floating-rate is trading at
8.64 as of the 29th of January 2026; that is
0.12% down since the beginning of the trading day. The fund's open price was
8.65. Calvert Floating-rate has about a
22 % 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
31st of October 2025 and ending today, the
29th 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 AdvantageCalvert Mutual Fund Highlights
| Update Date | 31st of December 2025 |
Calvert Floating Rate Advantage [CFORX] is traded in USA and was established 29th of January 2026. Calvert Floating-rate is listed under Calvert Investments category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of
Calvert Investments family. This fund currently has accumulated 81.8
M in
assets under management (AUM) with no minimum investment requirementsCalvert Floating Rate is currently producing year-to-date (YTD) return of 0.05% with the current yeild of 0.07%, while the total return for the last 3 years was 7.94%.
Check Calvert Floating-rate Probability Of Bankruptcy
Calvert Floating-rate Top Holders
Calvert Floating Rate Risk Profiles
Calvert Floating-rate Against Markets
Calvert Mutual Fund Analysis Notes
The fund holds about 8.25% of assets under management (AUM) in fixed income securities. Calvert Floating Rate last dividend was 0.03 per share. Large For more info on Calvert Floating Rate Advantage please contact the company at 800-368-2745.
Calvert Floating Rate Investment Alerts
Top Calvert Floating Rate Advantage Mutual Fund Constituents
Institutional Mutual Fund Holders for Calvert Floating-rate
Have you ever been surprised when a price of an equity instrument such as Calvert Floating-rate is soaring high
without any particular reason? This is usually happening because many institutional investors are aggressively trading Calvert Floating Rate Advantage backward and forwards among themselves. Calvert Floating-rate's institutional investor refers to the entity that pools money to purchase Calvert Floating-rate's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Note, although Calvert Floating-rate's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.
Calvert Floating-rate Outstanding Bonds
Calvert Floating-rate issues bonds to
finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Calvert Floating Rate uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Calvert bonds can be classified according to their maturity, which is the date when Calvert Floating Rate Advantage has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Calvert Floating-rate Predictive Daily Indicators
Calvert Floating-rate intraday indicators are useful
technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Calvert Floating-rate mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Calvert Floating-rate Forecast Models
Calvert Floating-rate's time-series forecasting models are one of many Calvert Floating-rate's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Calvert Floating-rate's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.