About CAAAX
Calvert Growth Allocation Fund Class A is a multi-asset mutual fund that pursues long-term capital appreciation through a fund‑of‑funds approach. It primarily allocates to underlying Calvert equity strategies, typically keeping about 80% to 100% in stock‑focused funds, with smaller sleeves in fixed income and cash for diversification and risk management. The fund integrates environmental, social, and governance research via the Calvert Principles for Responsible Investment, providing exposure to institutional‑quality managers while aligning with defined sustainability criteria. Its portfolio spans U.S. large-cap core, growth, and value, plus international and emerging markets equity, complemented by core bond exposure to moderate volatility. Benchmarked to the Russell 3000 Index and a blended growth allocation benchmark, it offers a single‑ticket solution for investors seeking equity‑centric diversification within a disciplined asset‑allocation framework. Established in 2005, the fund distributes annually and maintains an expense structure typical of actively managed allocation funds, with published net expenses for this share class near one percent. This vehicle serves as a centralized allocator to Calvert’s platform across regions and styles while adhering to stated ESG guidelines.
Fund Family Calvert Research and Management
Category Mix Tgt All Agg Gr
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CAAAX
Share Class Class A
Index Russell 3000 TR
CAAAX had a total return of 14.30% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.56%.
