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Morningstar

Calvert Growth Allocation I CAGIX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 23.06  /  0.52 %
  • Total Assets 321.7 Mil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.680%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 1.42%
  • Turnover 9%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:16 PM GMT+0

Morningstar’s Analysis CAGIX

Will CAGIX outperform in 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.

This ESG-focused target risk series lacks dedicated resources.

Associate Analyst Mahi Roy

Mahi Roy

Associate Analyst

Summary

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.

by Mahi Roy
Rated on Published on

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Portfolio Holdings CAGIX

More CAGIX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 2
  • Other Holdings 19
  • % Assets in Top 10 Holdings 76.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert US Large Cap Core Rspnb Idx R6

17.12
56,986,751
—

Calvert US Large Cap Value Rspnb Idx R6

10.14
33,754,489
—

Calvert International Equity R6

7.33
24,398,723
—

Calvert International Responsible Idx R6

7.19
23,938,390
—

Calvert Emerging Markets Advancement I

6.62
22,048,424
—

Calvert Focused Value R6

6.25
20,804,165
—

Calvert US Large Cap Growth Rspnb Idx R6

6.05
20,145,477
—

Calvert International Opportunities R6

6.00
19,975,782
—

Calvert Equity R6

5.75
19,138,930
—

Calvert Small-Cap R6

4.02
13,388,961
—