Morningstar

Calvert Growth Allocation Fund Class A CAAAX

Morningstar Medalist Rating
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Medalist Rating as of See Eaton Vance Investment Hub
  • NAV / 1-Day Return$32.24  /  −0.46%
  • Fund Size$371.3M
  • Adjusted Expense Ratio0.890%
  • Net Expense Ratio0.430%
  • Fee Level: DistributionBelow Average
  • Share Class TypeFront Load
  • Morningstar CategoryGlobal Aggressive Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield1.44%
  • Turnover Ratio35%
NAV and 1-Day Return as of

Morningstar’s Analysis CAAAX

Will CAAAX 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 CAAAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CAAAX 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 CAAAX’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 A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings CAAAX

More CAAAX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings94.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert US Large Cap Growth Rspnb Idx R6

23.8391M
—

Calvert US Large Cap Core Rspnb Idx R6

21.2581M
—

Calvert International Responsible Idx R6

15.9161M
—

Calvert US Large Cap Value Rspnb Idx R6

8.9834M
—

Calvert Equity R6

7.1927M
—

Calvert Emerging Markets Advancement I

6.2124M
—

Calvert International Equity R6

3.9515M
—

Calvert Bond R6

2.7210M
—

Calvert Emerging Markets Equity R6

2.6610M
—

Calvert Small-Cap R6

1.897M
—

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