Calvert Growth Allocation FundCAGIX
Type
Mutual fund
Peer group
Allocation
Net assets
$348.2M
Expense ratio
0.66%
1-year return
+12.9%
3 years, a year
+11.2%
5 years, a year
+5.7%
Holdings
19
What it aims to do.
The Funds investment objective is to seek long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Calvert US Large Cap Growth Responsible Index Fund | 22.64% |
| Calvert US Large Cap Core Responsible Index Fund | 21.17% |
| Calvert International Responsible Index Fund | 11.38% |
| Calvert US Large Cap Value Responsible Index Fund | 8.91% |
| Calvert International Equity Fund | 7.00% |
| Calvert Equity Fund | 6.64% |
| Calvert Emerging Markets Advancement Fund | 5.67% |
| Calvert Bond Fund | 3.98% |
| Calvert Core Bond Fund | 3.45% |
| Calvert Emerging Markets Equity Fund | 2.67% |
More on CAGIX.
- CAGIX overview
- CAGIX holdings
- CAGIX risk
- CAGIX costs
- CAGIX money in and out
- CAGIX share classes
- Compare CAGIX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.