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Calvert Growth Allocation C CAACX

Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 20.22  /  +0.95 %
  • Total Assets 351.9 Mil
  • Adj. Expense Ratio
    1.680%
  • Expense Ratio 1.700%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Status Open
  • TTM Yield 1.01%
  • Turnover 37%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0

Morningstar’s Analysis CAACX

Will CAACX outperform in future?

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

This ESG-focused offering appears better supported under a newly combined organization.

Analyst Ben Sater

Ben Sater

Analyst

Summary

Calvert’s allocation mutual fund series now sits under Morgan Stanley Investment Management’s established multi-asset team, a group better suited to guide this series than the previous team at Eaton Vance, which was ill-equipped in comparison. The funds earn a People Pillar upgrade to Average from Below Average.

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Portfolio Holdings CAACX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 82.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert US Large Cap Core Rspnb Idx R6

20.06 68.7 Mil

Calvert US Large Cap Value Rspnb Idx R6

10.05 34.5 Mil

Calvert US Large Cap Growth Rspnb Idx R6

9.52 32.6 Mil

Calvert International Equity R6

7.37 25.3 Mil

Calvert International Responsible Idx R6

7.21 24.7 Mil

Calvert Equity R6

7.04 24.1 Mil

Calvert Emerging Markets Advancement I

6.48 22.2 Mil

Calvert Focused Value R6

6.31 21.6 Mil

Calvert International Opportunities R6

4.74 16.2 Mil

Calvert Core Bond I

4.01 13.7 Mil