CAACX – Calvert Growth Allocation C Investment Strategy | Morningstar

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Strategy

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 0% to 10% of net assets in cash and short-term money market instruments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CAGIX	Calvert Growth Allocation Fund Class I	Institutional	Open			May 20, 2016	$57.80M	0.640%	Low	$1M	−$7.36M
CAAAX	Calvert Growth Allocation Fund Class A	Front Load	Open			Jun 30, 2005	$302.76M	0.890%	Below Average	$1,000	−$12.35M
CAACX	Calvert Growth Allocation Fund Class C	Level Load	Open			Jun 30, 2005	$15.94M	1.640%	Average	$1,000	−$2.61M
CGARX	Calvert Growth Allocation Fund Class R6	Retirement, Large	Open			Feb 1, 2022	$3.54M	0.590%	Below Average	$5M	$1.31M

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