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Calvert Growth Allocation I CAGIX

Analyst rating as of
NAV / 1-Day Return
23.41  /  1.60 %
Total Assets
300.0 Mil
Adj. Expense Ratio
0.670%
Expense Ratio
0.670%
Fee Level
Low
Longest Manager Tenure
5.93 years
Category
Allocation--85%+ Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Limited
Status
Open
TTM Yield
2.31%
Turnover
9%

Morningstar’s Fund Analysis CAGIX

Will CAGIX outperform in future?

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

This ESG-focused target risk series lacks dedicated resources.

Associate Analyst

Summary

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A thinly staffed team with limited multi-asset experience poses challenges for Calvert’s Target-Risk series. The mutual funds maintain Morningstar Analyst Ratings of Neutral, though the C shares move down to Negative.

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