Morningstar

Calvert Growth Allocation Fund Class I CAGIX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return $33.16  /  +0.67 %
  • Fund Size $380.0M
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.180%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Global Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.63%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis CAGIX

Will CAGIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CAGIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAGIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CAGIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Calvert Growth Allocation I holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CAGIX

More CAGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 95.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert US Large Cap Growth Rspnb Idx R6

23.60 92M
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Calvert US Large Cap Core Rspnb Idx R6

21.14 83M
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Calvert International Responsible Idx R6

16.12 63M
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Calvert US Large Cap Value Rspnb Idx R6

9.21 36M
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Calvert Equity R6

7.27 28M
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Calvert Emerging Markets Advancement I

6.42 25M
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Calvert International Equity R6

3.99 16M
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Calvert Bond R6

2.72 11M
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Calvert Emerging Markets Equity R6

2.59 10M
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Calvert Small-Cap R6

1.94 8M
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