CAAAX : Calvert Growth Allocation Fund Class A

CAAAX is a Allocation Market All-In-One with LOW fees.

CAAAX

Calvert Growth Allocation Fund Class A

FI Score

52 /100

Expense Ratio Rating

8 /10

Expense Rating

6 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

52% FI Score
  • caaax
  • Mutual Fund
  • Allocation
  • All-In-One

Calvert Growth Allocation Fund Class A

Expenses: 0.43% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation. The fund is a "fund of funds" that seeks to achieve its investment objective by primarily allocating its assets among underlying Calvert income and equity funds meeting its investment criteria, including the responsible investing criteria. It typically invests 80%-100% of its net assets in funds that invest primarily in equity securities and up to 20% of its net assets in funds that invest primarily in income securities. The fund may also invest up to 10% of net assets in cash and short-term money market instruments.

Largest Holdings

Amount Holding
23.77% Calvert US Large Cap Core Rspnb Idx R6
15.37% Calvert US Large Cap Value Rspnb Idx I
9.53% Calvert International Equity R6
8.46% Calvert International Opportunities R6
7.56% Calvert US Large Cap Growth Rspnb Idx I
5.67% Calvert Emerging Markets Equity R6
4.29% Calvert Equity R6
3.42% Calvert Small-Cap R6
3.38% Calvert International Responsible Idx R6
3.29% Calvert Emerging Markets Advancement I
3.13% Calvert Floating-Rate Advantage R6
2.74% United States Treasury Notes 0.88%
2.21% United States Treasury Bonds 0.25%
2.01% Calvert High Yield Bond I
2.00% United States Treasury Bonds 0.75%
1.65% Calvert Mid-Cap I
1.38% Calvert US Mid Cap Core Rspnb Idx I
0.16% Calvert Ultra-Short Duration Income R6

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