CFORX

Active

Calvert Floating-Rate Advantage Fund

Category: US Bond (5,386 funds)

Expense Ratio

2.31%

Annual Cost per $10K

$231.00

30-Year Fee Drag per $10K

$36,572

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+4.46%

Asset Allocation

US Equity

US Bond

79%

Intl Bond

Cash

13%

Fee Comparison

CFORX

2.31%

US Bond average

0.76%

US Bond cheapest

ABIMX

0.00%

Index benchmark

0.03%

204% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+29.51%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

CFORX at 2.31%$197,754

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$182,858

Cost vs index fund−$179,670

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

Ticker	Name	ER	1yr	3yr	5yr
CFORX	Calvert Floating-Rate Advantage Fund	2.31%	+4.46%	+9.00%	+5.89%
CCBFX	Capital Group Central Corporate Bond Fund	—	+3.73%	+4.53%	—
VBTSX	VANGUARD TOTAL BOND MARKET INDEX FUND	—	—	—	—
ABNDX	Bond Fund of America	1.04%	+5.29%	+4.96%	-0.25%
PIINX	PIMCO Income Fund	1.08%	+9.19%	+8.66%	+4.05%
JCBPX	JPMorgan Core Bond Fund	1.33%	+3.25%	+3.03%	-0.39%
JCPPX	JPMorgan Core Plus Bond Fund	1.14%	+3.47%	+3.44%	-0.03%
VBSSX	VANGUARD SHORT-TERM BOND INDEX FUND	—	—	—	—
VIBSX	VANGUARD INTERMEDIATE-TERM BOND INDEX FUND	—	—	—	—
PFIAX	PIMCO Low Duration Income Fund	1.21%	+8.83%	+8.12%	+4.32%
QCBMFX	College Retirement Equities Fund - Core Bond Account	—	+5.65%	+6.14%	—
AIBAX	Intermediate Bond Fund of America	0.65%	+4.50%	+3.52%	+0.82%
IIBAX	VOYA INTERMEDIATE BOND FUND	1.43%	+5.27%	+6.06%	-0.11%
PIPAX	PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged)	1.57%	+21.78%	+19.50%	+15.68%
FBKWX	Fidelity Total Bond Fund	0.75%	+3.99%	+4.27%	+0.57%
NTBAX	Navigator Tactical Fixed Income Fund	1.32%	+1.32%	+6.04%	+2.97%
PTRAX	PIMCO Total Return Fund	0.76%	+6.87%	+6.36%	+0.01%
OAFIX	Optimum Fixed Income Fund	1.79%	+5.45%	+5.53%	-0.51%
BAGSX	Baird Aggregate Bond Fund	0.55%	+5.24%	+5.74%	-0.32%
VPVCRDV	PIMCO CommodityRealReturn Strategy Portfolio	2.28%	+13.32%	+2.60%	+11.76%
JDYRX	PGIM High Yield Fund	0.74%	+8.73%	+8.45%	+4.68%
BFCAX	American Funds Corporate Bond Fund	1.48%	+2.89%	+3.82%	-0.85%
EBSAX	Campbell Systematic Macro Fund	2.01%	+3.07%	+2.38%	+10.10%
XFFLX	Franklin Floating Rate Master Series	—	+6.16%	+9.89%	+7.63%
JASSX	Easterly Income Opportunity Fund	1.65%	+8.63%	+6.39%	—
CSOAX	Credit Suisse Strategic Income Fund	1.80%	+5.64%	+9.71%	+6.02%
FFRAX	Fidelity Advisor Floating Rate High Income Fund	0.73%	-5.49%	-16.23%	-20.26%
HIGFX	American High Income Trust	0.32%	+8.57%	+10.59%	+7.12%
FGQMX	Fidelity High Income Fund	1.85%	-7.28%	-25.13%	-31.57%
BCOSX	Baird Core Plus Bond Fund	0.55%	+5.41%	+6.17%	+0.14%
CFOAX	Calvert Floating-Rate Advantage Fund	2.56%	+4.13%	+8.70%	+5.61%
GIBRX	Guggenheim Total Return Bond Fund	0.49%	+6.52%	+7.11%	+0.66%
ANBAX	American Funds Strategic Bond Fund	0.31%	+5.38%	+3.74%	-1.00%
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	0.14%	+3.36%	+4.42%	-0.63%
BKLN	Invesco Senior Loan ETF	0.65%	+7.19%	+8.20%	+5.50%
OSTIX	The Osterweis Strategic Income Fund	0.83%	+6.57%	+9.22%	+5.67%
WAPSX	Western Asset Core Plus Bond Fund	0.42%	+5.71%	+5.73%	-1.36%
SRLN	SPDR Blackstone Senior Loan ETF	0.70%	+7.34%	+8.84%	+5.70%
VBLTX	VANGUARD LONG-TERM BOND INDEX FUND	—	—	—	—
PLFLX	Aristotle Floating Rate Income Fund	1.05%	+6.56%	—	—
FFTSX	Short-Term Bond Fund of America	0.35%	+5.04%	+4.14%	+1.76%
PCRRX	PIMCO CommodityRealReturn Strategy Fund	1.25%	+13.60%	+2.93%	+11.89%
BICCX	Sterling Capital Total Return Bond Fund	1.45%	-7.49%	-0.75%	-4.12%
ARBOX	ABSOLUTE CONVERTIBLE ARBITRAGE FUND	1.73%	+7.63%	—	—
CMBKX	American Funds Multi-Sector Income Fund	0.70%	+7.28%	+9.22%	+3.57%
PHYAX	PIMCO High Yield Fund	0.85%	+7.83%	+9.11%	+4.47%
PIXAX	PIMCO RAE PLUS Fund	1.39%	+16.28%	+14.98%	+16.01%
LIGRX	Loomis Sayles Investment Grade Bond Fund	0.74%	+5.16%	+6.18%	+1.27%
MHCAX	NYLI MacKay High Yield Corporate Bond Fund	0.96%	+5.95%	+8.33%	+4.85%
FBNDX	Fidelity Investment Grade Bond Fund	0.75%	+3.44%	+3.44%	-0.20%
PTCIX	PIMCO Long-Term Credit Bond Fund$1M min	1.51%	+4.91%	+7.93%	-1.74%
HYSAX	PGIM Short Duration High Yield Income Fund	1.00%	+7.50%	+8.02%	+5.38%
GAKPX	Goldman Sachs Core Fixed Income Fund	1.46%	+5.52%	+5.82%	-0.33%
FFSAX	Touchstone Strategic Trust-Touchstone Flexible Income Fund	1.82%	+4.86%	+6.65%	+2.74%
TRKZX	T. Rowe Price High Yield Fund, Inc.	0.60%	+8.32%	+9.55%	+5.47%
TSRSX	Thornburg Strategic Income Fund	0.53%	+6.59%	+7.11%	+3.54%
PRXEX	T. Rowe Price New Income Fund, Inc.	0.36%	+3.08%	+2.57%	-0.69%
FIHAX	Federated Hermes Institutional High Yield Bond Fund	0.75%	+7.20%	—	—
WAPIX	Western Asset Core Bond Fund	0.80%	+5.27%	+5.29%	-1.43%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	0.49%	+8.21%	+8.86%	+4.39%
CHIAX	Credit Suisse Floating Rate High Income Fund	0.95%	+5.21%	+8.54%	+6.24%
GMDZX	MEDIUM-DURATION BOND FUND	0.68%	+6.03%	+5.88%	-0.57%
PGCAX	PIMCO Investment Grade Credit Bond Fund	1.34%	+6.46%	+7.54%	+0.46%
BRMSX	Bramshill Income Performance Fund$1M min	1.44%	+3.14%	—	—
CNLEX	American Funds Inflation Linked Bond Fund	0.89%	+4.67%	+0.94%	+0.18%
LFMAX	LoCorr Macro Strategies Fund	2.13%	+4.18%	-1.29%	+4.08%
TFAIX	T. Rowe Price Floating Rate Fund	0.65%	+7.41%	+8.76%	+6.60%
ABYAX	Abbey Capital Futures Strategy Fund	1.79%	-4.08%	-2.92%	+2.90%
BIMSX	Baird Intermediate Bond Fund	0.55%	+5.68%	+5.54%	+0.81%
DDLDX	DoubleLine Low Duration Bond Fund	0.70%	+5.59%	+6.23%	+3.15%
UINCX	Victory Income Fund	0.84%	+5.93%	+6.54%	+0.81%
MFGBX	MFS Government Securities Fund	0.77%	+1.79%	+1.17%	-2.03%
ANGLX	Angel Oak Multi-Strategy Income Fund	1.64%	+6.97%	+6.21%	+2.16%
ACPSX	Invesco Core Plus Bond Fund	0.79%	+3.33%	+3.97%	-0.10%
RPIFX	T. Rowe Price Institutional Floating Rate Fund$1M min	0.57%	+7.51%	+8.88%	+6.68%
JHYUX	JPMorgan High Yield Fund	0.50%	+8.26%	+8.74%	+5.45%
STYAX	Allspring Core Plus Bond Fund	0.67%	+3.30%	+3.50%	+2.07%
FCNQX	Fidelity Conservative Income Bond Fund	0.45%	-4.56%	—	—
BBBMX	BBH Limited Duration Fund	0.35%	+5.63%	+6.69%	+4.01%
PTOAX	PIMCO StocksPLUS Absolute Return Fund	1.35%	+20.28%	+22.41%	+16.13%
PIOBX	Victory Pioneer Bond Fund	0.81%	—	—	—
JAFLX	Janus Henderson Flexible Bond Portfolio$1M min	0.82%	+5.60%	+5.10%	-0.20%
DFLAX	BNY Mellon Floating Rate Income Fund	1.03%	+7.53%	+9.05%	+6.63%
DDCFX	DoubleLine Core Fixed Income Fund	0.50%	+5.99%	+6.30%	+0.72%
MAFAX	Abbey Capital Multi-Asset Fund	1.80%	+0.19%	+2.32%	—
JNK	SPDR(R) Bloomberg High Yield Bond ETF	0.40%	+8.58%	+9.85%	+4.80%
LFROX	Lord Abbett Floating Rate Fund	0.54%	+6.93%	+8.70%	+6.88%
APDFX	Artisan High Income Fund	0.80%	+9.10%	+10.47%	+6.90%
EIBRX	Eaton Vance Income Fund of Boston	0.66%	+7.89%	+9.49%	+5.83%
RFXAX	Rational Special Situations Income Fund	2.01%	+4.45%	+5.65%	+4.15%
RNDLX	RiverNorth/DoubleLine Strategic Income Fund	1.77%	+6.11%	+8.19%	+2.95%
THRLX	Thornburg Limited Term Income Fund	0.42%	+6.02%	+6.47%	+1.99%
MRBBX	MFS Total Return Bond Fund	0.60%	+5.35%	+5.64%	-0.40%
OSTAX	JPMorgan Short-Intermediate Municipal Bond Fund	1.20%	+2.94%	+2.66%	+0.58%
PWLBX	PIMCO RAE Worldwide Long/Short PLUS Fund	1.82%	+6.45%	+8.66%	+9.58%
PRTNX	PIMCO Real Return Fund	0.90%	+5.90%	+4.49%	+1.37%
LCPTX	Loomis Sayles Core Plus Bond Fund	0.74%	—	—	—
MCOAX	NYLI MacKay Convertible Fund	0.94%	+14.39%	+9.56%	+8.73%
JCPB	JPMorgan Core Plus Bond ETF	0.38%	+4.04%	+4.29%	+0.51%
FFRDX	Franklin Floating Rate Daily Access Fund	0.62%	+5.76%	+9.98%	+7.69%
CIBRX	Columbia Total Return Bond Fund	0.49%	+7.05%	+7.06%	-0.10%

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