Morningstar

Calvert Growth Allocation Fund Class R6 CGARX

Morningstar Medalist Rating
Medalist Rating as of | See Eaton Vance Investment Hub
  • NAV / 1-Day Return 32.78  /  0.00
  • Total Assets 380.0M
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.130%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Global Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.69%
  • Turnover 35%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CGARX

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

  • People Pillar

    The People Pillar is our evaluation of the CGARX 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 CGARX’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 R6 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CGARX

More CGARX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Calvert US Large Cap Growth Rspnb Idx R6

22.50 87M
—

Calvert US Large Cap Core Rspnb Idx R6

21.25 82M
—

Calvert International Responsible Idx R6

14.98 58M
—

Calvert US Large Cap Value Rspnb Idx R6

8.80 34M
—

Calvert Equity R6

6.33 24M
—

Calvert Emerging Markets Advancement I

5.64 22M
—

Calvert Bond R6

4.83 19M
—

Calvert International Equity R6

3.11 12M
—

Calvert Core Bond I

2.51 10M
—

Calvert Emerging Markets Equity R6

2.32 9M
—

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